Who owns AGGM?
iShares 1-10 Year U.S. Aggregate Bond ETF · iShares
59 institutions reported holding AGGM, worth $104.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGGM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Destination Wealth Management | Walnut Creek, CA | $21.8M | 210,294 | +680 shares |
| JPMorgan Chase & Co | New York, NY | $19.3M | 185,062 | +91,621 shares |
| Bank of America Corp. | Charlotte, NC | $12.2M | 117,295 | +3,685 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $9.9M | 95,301 | −11,276 shares |
| Jane Street Group, LLC | New York, NY | $4.4M | 42,212 | +18,712 shares |
| US Bancorp | Minneapolis, MN | $3.3M | 31,949 | −712 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $3.0M | 28,832 | −1,098 shares |
| Kelly Financial Group LLC | Wethersfield, CT | $2.9M | 28,342 | +3,919 shares |
| Keybank National Association | Brooklyn, OH | $2.7M | 26,026 | −1,364 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $2.6M | 25,406 | −1,024 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGGM?
59 institutional managers reported holding AGGM in Form 13F filings for June 30, 2026, worth $104.5M in total. The largest reported position was held by Destination Wealth Management, at $21.8M.
Did institutions buy or sell AGGM last quarter?
Reported 13F value rose 2.9% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGGM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.