AGG
iShares Core U.S. Aggregate Bond ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow +30.0% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 15.70M | $1.48B | n/a | n/a |
| Q2 2026 | 100 | +1 | 861.27M | $85.27B | +4 | −3 |
| Q1 2026 | 101 | 0 | 859.79M | $85.24B | +4 | −4 |
| Q4 2025 | 100 | -1 | 827.21M | $82.62B | +1 | −2 |
| Q3 2025 | 11 | -1 | 136.22M | $13.66B | +1 | −2 |
| Q2 2025 | 9 | +1 | 63.65M | $6.31B | +1 | n/a |
| Q1 2025 | 6 | -2 | 3.44M | $339.99M | n/a | −2 |
| Q4 2024 | 8 | +2 | 2.11M | $204.74M | +2 | n/a |
| Q3 2024 | 6 | +3 | 1.62M | $163.91M | +3 | n/a |
| Q2 2024 | 3 | n/a | 1.20M | $116.92M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 1.40M | +692.9% | $138.72M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Fisher Asset Management ✦ | 1.05M | +2.7% | $103.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 720.40K | +31.3% | $71.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Gotham Asset Management ✦ | 232.51K | +622.1% | $23.00M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 5 | Millennium Management ✦ | 29.05K | -54.4% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 5.75K | +0.1% | $568,818 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $16.87M | was 0.0% |
| Marshall Wace | $8.91M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,049 holders, 1.20B shares, $112.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.