IAGG — ISHARES TR
As of Q2 2026, 15 SEC-registered investment managers reported holding IAGG (ISHARES TR) in their latest 13F filings, with a combined reported value of $1.70B across 33.67M shares. That is +3.0% by share count (+974.97K shares) versus the previous quarter, while reported value moved +4.1%. Ownership is concentrated: the five largest holders account for 96.1% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 1 opened new positions, 9 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 16.43M | $831.58M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 9.88M | $500.04M | 0.06% | New |
| Bank of America Corp history | Q2 2026 | 3.99M | $201.65M | 0.01% | Add |
| Janus Henderson Group history | Q1 2026 | 3.16M | $157.98M | 0.08% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.10M | $55.45M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 972.56K | $49.21M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 616.62K | $31.20M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 339.47K | $17.18M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 164.16K | $8.31M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 110.30K | $5.58M | 0.01% | Add |
| Citadel Advisors history | Q3 2025 | 79.19K | $4.06M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 42.19K | $2.13M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 17.85K | $925.12K | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 11.37K | $575.32K | 0.00% | Hold |
| AQR Capital Management history | Q2 2026 | 9.89K | $500.34K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.13K | $158.19K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 2.79K | $141.28K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 1.98K | $100.11K | 0.00% | Add |
| Franklin Resources history | Q3 2024 | 262 | $13.52K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 9.88M sh · $500.04M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 3.16M sh · $157.98M
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 13.74M | 15.20M | 12.34M | 20.25M | 18.24M | 17.72M | 18.50M | 16.43M |
| JPMorgan Chase & Co | 5.56K | 1.34K | 2.25K | 697 | 1.69K | 1.72K | 2.76M | 3.86M | 5.51M | 5.25M | 6.32M | 6.94M | 12.91M | 14.26M | 15.01M | 17.69M | 19.43M | 10.15M | — | 9.88M |
| Bank of America Corp | 546.97K | 1.00M | 745.42K | 314.53K | 425.12K | 1.21M | 415.31K | 497.91K | 514.55K | 1.09M | 1.18M | 1.28M | 1.30M | 1.64M | 914.08K | 3.24M | 3.30M | 4.18M | 3.82M | 3.99M |
| Charles Schwab Investment Management | — | — | — | — | — | 4.33K | — | — | — | — | — | 567.49K | 628.17K | 669.52K | 793.25K | 861.60K | 919.52K | 1.01M | 1.06M | 1.10M |
| Morgan Stanley | 273.25K | 289.23K | 258.16K | 257.19K | 168.17K | 631.65K | 482.36K | 436.16K | 445.09K | 485.18K | 419.93K | 407.56K | 408.79K | 337.06K | 196.28K | 2.41M | 2.85M | 3.20M | 3.68M | 972.56K |
| UBS Group AG | 51.87K | 58.36K | 51.49K | 157.99K | 172.80K | 391.11K | 407.75K | 424.69K | 374.44K | 253.75K | 243.16K | 294.68K | 303.13K | 265.61K | 235.04K | 507.29K | 604.32K | 638.82K | 606.63K | 616.62K |
| Wells Fargo & Co | 40 | 1.08K | 350 | — | 501 | 523 | 603 | 1.53K | 752 | 202 | 1.93K | 1.67K | 1.10K | 2.12K | 536 | 1.81K | 65.22K | 111.61K | 144.38K | 339.47K |
| BNY Mellon | — | 10.41K | — | — | — | — | — | — | — | — | 11.83K | 12.28K | — | 7.87K | 25.29K | 1.06M | 1.24M | 1.35M | 1.59M | 164.16K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | 6.68K | 26.00K | — | 139.50K | 193.00K | 46.80K | 365.60K | 55.89K | — | 58.70K | 110.30K |
| Goldman Sachs Group | 21.04K | 20.29K | 20.52K | 19.31K | 19.51K | 20.47K | 8.04K | 8.04K | 24.29K | 365.22K | 18.04K | 18.04K | 24.58K | 18.04K | 18.04K | 54.03K | 18.04K | 35.76K | 35.76K | 42.19K |
| Deutsche Bank AG | — | — | — | — | 12.26K | 17.44K | 19.14K | 19.14K | 19.14K | 10.61K | 18.97K | 18.97K | 20.84K | 18.55K | 18.55K | 420.23K | 409.49K | 11.37K | 11.37K | 11.37K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.69K | 7.40K | 7.28K | 9.89K |
| Fidelity Management & Research (FMR) | 716 | 353 | 285 | 713 | 465 | 19 | 52 | 826 | 391 | 1.31K | 3.35K | 2.57K | 2.72K | 2.61K | 3.48K | 5.12K | 7.00K | 6.39K | 2.77K | 3.13K |
| Citigroup Inc | — | — | 1 | 1 | 1 | 1.59K | 4.90K | 4.65K | 4.66K | 4.26K | 4.52K | 5.45K | 5.88K | 1.67K | 1.73K | 1.74K | 1.74K | 1.74K | 17.24K | 2.79K |
| PNC Financial Services | 764 | 764 | 764 | 764 | 764 | 764 | 2.20K | 2.08K | 1.90K | 1.23K | 1.23K | 798 | 1.25K | 984 | 839 | 825 | 1.64K | 984 | 1.17K | 1.98K |
| Citadel Advisors | 542.91K | — | — | 74.95K | 55.57K | 67.26K | 7.27K | — | 33.07K | — | — | — | — | — | 15.30K | 98.60K | 79.19K | — | — | — |
| Janus Henderson Group | — | — | — | — | — | 76.16K | 245.56K | 320.57K | 352.93K | 415.56K | 488.06K | 1.11M | 1.13M | 1.12M | 1.65M | 1.64M | 1.83M | 2.45M | 3.16M | — |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | 262 | 262 | — | — | — | — | — | — | — |
| Prudential Financial | 8.39K | 8.50K | 13.71K | 18.09K | 10.37K | 11.04K | 13.57K | 13.83K | 16.54K | 16.84K | 18.86K | 16.93K | 17.85K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details