§ EQUITY
USDAGG
ISHARES CORE U.S. AGGREGATE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
1170 increased/new, 698 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 132.2M | 6.3% | −5% |
| RAYMOND JAMES FINANCIAL INC | 88.7M | 2.7% | +5% |
| Bank of America Corp | 69.7M | 0.5% | +30% |
| Wells Fargo & Company | 63.7M | n/a | +5% |
| BlackRock, Inc. | 53.4M | 0.1% | −1% |
| ENVESTNET ASSET MANAGEMENT INC | 44.6M | 1.2% | +24% |
◇ AC INTELLIGENCE
Top institutional owners for AGG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER62.8% · 1,899 holders
DEALER / BANK26.5% · 104 holders
PASSIVE / INDEX4.9% · 6 holders
QUALITY / COMPOUNDER4.0% · 22 holders
INCOME / DEFENSIVE1.6% · 16 holders
SYSTEMATIC / QUANT0.1% · 6 holders
TACTICAL / MACRO0.1% · 3 holders
DEEP VALUE0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AGG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
AGG
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