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Who Owns iShares Core U.S. Aggregate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core U.S. Aggregate Bond ETF.
Who crossed 5% of AGG →Managers holding
110
as of 2026-09-30
Reported value
$1.4B
summed across filings
Shares held
14.4M
Added vs trimmed
52 / 43
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| SigFig Wealth Management, LLCCORE US AGGBD ET4.7M shadded | $443.9M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.8M shadded | $169.5M |
| Graves Light Lenhart Wealth, Inc.CORE US AGGBD ET1.1M shtrimmed | $102.2M |
| Trust CoETF760.1K shadded | $71.9M |
| Gridiron Partners, LLCCORE US AGGBD ET542K shadded | $51.2M |
| GoalFusion Wealth Management, LLCCORE US AGGBD ET530.5K shtrimmed | $50.2M |
| Farther Finance Advisors, LLCETF357K shadded | $33.8M |
| Marquette Asset Management, LLCCORE US AGGBD ET343.9K shadded | $32.5M |
| Heartwood Wealth Advisors LLCETF313.2K shadded | $29.6M |
| Financial Designs CorpCORE US AGGBD ET298.8K shadded | $28.2M |
| COLTON GROOME FINANCIAL ADVISORS, LLCCORE US AGGBD ET280.9K shadded | $26.6M |
| Matrix Trust CoCORE US AGGBD ET259.2K shadded | $24.5M |
| Galvin, Gaustad & Stein, LLCCORE US AGGBD ET249.5K shtrimmed | $23.6M |
| Legacy Private Trust Co.CORE US AGGBD ET207.8K shtrimmed | $19.6M |
| FC Advisory LLCCORE US AGGBD ET162.4K shadded | $15.3M |
| Strategic Financial Group, LLCCORE US AGGBD ET151.8K shtrimmed | $14.4M |
| Freestate Advisors LLCCORE US AGGBD ET130.8K shtrimmed | $12.4M |
| CENTRAL BANK & TRUST COEquities122.1K shadded | $11.5M |
| Koenig Investment Advisory, LLCETF113.4K shadded | $10.7M |
| JUNCTURE WEALTH STRATEGIES, LLCCORE US AGGBD ET113.1K shadded | $10.7M |
| Harpswell Capital Advisors, LLCCORE US AGGBD ET112.5K shadded | $10.6M |
| ACIMA PRIVATE WEALTH, LLCETF103.6K shtrimmed | $9.8M |
| ACT WEALTH MANAGEMENT, LLCCORE US AGGBD ET102.5K shadded | $9.7M |
| Frisco Financial Planning LLCExchange Traded Fund96.7K shadded | $9.1M |
| Aventus Investment Advisors, Inc.ETF90K shadded | $8.5M |
| Emergent Wealth Advisors, LLCCORE US AGGBD ET88.8K shtrimmed | $8.4M |
| MKD WEALTH COACHES, LLCCORE US AGGBD ET77.6K shadded | $7.3M |
| Tactive Advisors, LLCCORE US AGGBD ET72.1K shadded | $6.8M |
| Grove Bank & TrustCORE US AGGBD ET69.8K shadded | $6.6M |
| Sincerus Advisory, LLCCORE US AGGBD ET60K shadded | $5.7M |
| Apella Capital, LLCCORE US AGGBD ET57K shadded | $5.4M |
| Avidian Wealth Enterprises, LLCCORE US AGGBD ET55.8K shtrimmed | $5.3M |
| Wealth Enhancement Trust Services, Inc.CORE US AGGBD ET53.3K shadded | $5M |
| Valeo Financial Advisors, LLCETF52.5K shtrimmed | $5M |
| EPIQ PARTNERS, LLCCORE US AGGBD ET50.8K shtrimmed | $4.8M |
| ELEVATION WEALTH PARTNERS, LLCCORE US AGGBD ET44.9K shadded | $4.2M |
| Paladin Partners, LLCETF44.7K shadded | $4.2M |
| DAVIDSON TRUST COFixed Income39.6K shadded | $3.7M |
| Prosperity Planning, Inc.CORE US AGGBD ET36K shadded | $3.4M |
| KFA Private Wealth Group, LLCCORE US AGGBD ET35.8K shtrimmed | $3.4M |
| AMERICAN NATIONAL BANK & TRUSTCORE US AGGBD ET32.6K shadded | $3.1M |
| Exchange BankMUTUAL FUNDS/FI29.7K shtrimmed | $2.8M |
| ECLECTIC ASSOCIATES INC /ADVCORE US AGGBD ET28.3K shadded | $2.7M |
| Retirement Wealth Solutions LLCCORE US AGGBD ET28K shadded | $2.7M |
| Aletheian Wealth Advisors LLCCORE US AGGBD ET27.7K shadded | $2.6M |
| ARMSTRONG ADVISORY GROUP, INCCORE US AGGBD ET26.4K shadded | $2.5M |
| Venture Visionary Partners LLCCORE US AGGBD ET23.6K shadded | $2.2M |
| FSA Investment Group, LLCCORE US AGGBD ET22.1K shadded | $2.1M |
| McNaughton Wealth Management, LLCCORE US AGGBD ET22K shtrimmed | $2.1M |
| Pathway Financial Advisors LLCCORE US AGGBD ET21.2K shadded | $2M |
| Worth Asset Management, LLCETF20.9K shadded | $2M |
| Iowa State BankCom17.3K shtrimmed | $1.6M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund14.8K shtrimmed | $1.4M |
| Horizons Wealth ManagementETF13.9K shadded | $1.3M |
| City Center Advisors, LLCCORE US AGGBD ET13K shadded | $1.2M |
| TITLEIST ASSET MANAGEMENT, LLCCORE US AGGBD ET12.8K shadded | $1.2M |
| LifeGoal Investments, LLCCORE US AGGBD ET12.1K shtrimmed | $1.1M |
| CoreCap Advisors, LLCETF11.8K shtrimmed | $1.1M |
| Successful Portfolios LLCCORE US AGGBD ET10.9K shadded | $1M |
| Balefire, LLCCORE US AGGBD ET10.8K shtrimmed | $1M |
| Invariant Investment ManagementCORE US AGGBD ET9K shtrimmed | $844.4K |
| Veracity Capital LLCCORE US AGGBD ET8.2K shadded | $772.3K |
| Sound Income Strategies, LLCCORE US AGGBD ET8K shtrimmed | $761.2K |
| Wedmont Private CapitalCORE US AGGBD ET8K sh— | $760.5K |
| Echo45 Advisors LLCCORE US AGGBD ET8K shadded | $758.2K |
| Cooper Financial GroupCORE US AGGBD ET7.9K shadded | $749.3K |
| Factor Wealth Management LTDCORE US AGGBD ET7.4K shtrimmed | $699.3K |
| Gladwyn Financial Advisors, Inc.CORE US AGGBD ET6.7K shtrimmed | $637.4K |
| Central Pacific Bank - Trust DivisionCORE US AGGBD ET6.3K shheld | $591.5K |
| Gallagher Capital Advisors, LLCCORE US AGGBD ET5.9K shtrimmed | $555.3K |
| Monument Capital ManagementCORE US AGGBD ET5.4K shtrimmed | $506.3K |
| Attessa Capital LLCCORE US AGGBD ET5.3K shadded | $501.2K |
| CHAPIN DAVIS, INC.CORE US AGGBD ET5.2K shadded | $492.3K |
| Gradient Investments LLCCORE US AGGBD ET5.1K shadded | $478.7K |
| Weaver Consulting GroupCORE US AGGBD ET4.6K shheld | $435.8K |
| Pioneer Wealth Management GroupCORE US AGGBD ET4.6K shadded | $430.9K |
| WoodTrust Financial CorpOTHER4.5K sh— | $426K |
| Dale Q Rice Investment Management LtdCORE US AGGBD ET4.4K shtrimmed | $418.6K |
| Cadent Capital Advisors, LLCCORE US AGGBD ET4K shtrimmed | $381K |
| Vann Equity Management LLCCORE US AGGBD ET4K sh— | $379K |
| Adelphi Trust CoFixed Income ETF3.8K sh— | $355.2K |
| Everhart Financial Group, Inc.CORE US AGGBD ET3.5K shtrimmed | $335.2K |
| David J Yvars GroupCORE US AGGBD ET3.4K shadded | $318.4K |
| Apeiron RIA LLCCORE US AGGBD ET3.3K shtrimmed | $314.4K |
| FINANCIAL MANAGEMENT NETWORK INCCORE US AGGBD ET3.2K shtrimmed | $299.2K |
| GAMMA Investing LLCETF3K shtrimmed | $286.6K |
| SAPIENT CAPITAL LLCCORE US AGGBD ET3K sh— | $279.1K |
| Capital Advisors Wealth Management, LLCCORE US AGGBD ET2.8K shtrimmed | $269.3K |
| First Heartland Consultants, Inc.CORE US AGGBD ET2.8K shtrimmed | $263K |
| Adirondack Capital Advisors, LLCCORE US AGGBD ET2.5K shtrimmed | $235.2K |
| Taylor & Morgan Wealth Management, LLCCORE US AGGBD ET2.4K shadded | $226.8K |
| Hardin Capital Partners, LLCCORE US AGGBD ET2.3K shtrimmed | $221.4K |
| Cassilly Financial Group LLCCORE US AGGBD ET2.3K shheld | $218.5K |
| Rosenberg Matthew HamiltonETF2.3K shadded | $217.5K |
| Crumly & Associates Inc.CORE US AGGBD ET2.2K sh— | $203.3K |
| Allen Mooney & Barnes Investment Advisors LLCETF2.1K shtrimmed | $201.7K |
| Bank of New HampshireCORE US AGGBD ET1.6K shheld | $153.6K |
| Avidian Wealth Enterprises, LLCCORE US AGGBD ET1.4K shtrimmed | $132.4K |
| VALLEY WEALTH MANAGERS, INC.ETF1.2K shtrimmed | $113.1K |
| Bangor Savings BankCORE US AGGBD ET960 shheld | $90.8K |
| TOTH FINANCIAL ADVISORY CORPCORE US AGGBD ET729 shheld | $68.9K |
| Dorato Capital ManagementCORE US AGGBD ET676 shtrimmed | $63.8K |
| EASTERN BANKCORE US AGGBD ET651 shtrimmed | $61.5K |
| GK Wealth Management LLCCORE US AGGBD ET573 sh— | $54.2K |
| Bullock Wealth Management GroupETF456 shtrimmed | $43.1K |
| STEPH & COCORE US AGGBD ET424 shadded | $40.1K |
| Pacifica Partners Inc.CORE US AGGBD ET389 shtrimmed | $36.7K |
| Investors Research CorpCORE US AGGBD ET262 shtrimmed | $24.8K |
| TOMPKINS FINANCIAL CORPCORE US AGGBD ET204 shheld | $19.3K |
| MJT & Associates Financial Advisory Group, Inc.ETF162 shheld | $15.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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