IAGG Institutional Ownership
Who owns IAGG and what the big funds did with it last quarter, from every SEC 13F filing. 566 funds reported holding IAGG at Jun 30, 2026.
- ▼266 buying vs 386 selling
- ▼Shares held by funds -25.3%
- ▼Funds holding -106
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 566 | 672 | −15.8% |
| In funds' top 10 | 22 | 28 | −21.4% |
| 13F shares | 166M | 222M | −25.3% |
| Held by funds | – | – | – |
| New positions | 61 | 81 | −24.7% |
| Increased | 205 | 405 | −49.4% |
| Reduced | 226 | 117 | +93.2% |
| Sold out | 160 | 42 | +281.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IAGG
All superinvestors →Who owns IAGG
share of fund held shares- Index and passive funds10.6%
- Active managers and hedge funds65.1%
- Banks and brokers24.2%
- Pensions, insurers and other0.1%
The top 10 holders own 54.2% of all IAGG shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
481 funds changed their position- Jones Financial Companies LllpAdded+13.7M sh
- TIAA Wealth Investment Management LLCAdded+9.2M sh
- Jane Street Group, LLCAdded+5.9M sh
- Nationwide Fund AdvisorsAdded+2M sh
- Exchange Traded Concepts, LLCNew+2M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | – | 17.6M | $891M | +1.2M |
| 2 | BlackRock, Inc. | – | 16.4M | $832M | −2.1M |
| 3 | Matson Money. Inc. | – | 10.1M | $510M | +309K |
| 4 | Jpmorgan Chase & Co | – | 9.9M | $500M | −2.1M |
| 5 | Jones Financial Companies Lllp | – | 9.5M | $483M | +4M |
| 6 | WealthNavi Inc. | – | 6.6M | $336M | +598K |
| 7 | TIAA Wealth Investment Management LLC | – | 6.5M | $327M | +30K |
| 8 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | – | 5.2M | $262M | 0 |
| 9 | LPL Financial LLC | – | 4M | $203M | −7M |
| 10 | Bank of America Corp /de/ | – | 4M | $202M | +164K |
- Jones Financial Companies Lllp+4M sh+$204M
- Financial Engines Advisors L.L.C.+1.2M sh+$60.1M
- Jane Street Group, LLC+935K sh+$47.3M
- WealthNavi Inc.+598K sh+$30.3M
- Matson Money. Inc.+309K sh+$15.6M
- Mercer Global Advisors Inc /adv+308K sh+$15.6M
- Betterment LLC+294K sh+$14.9M
- Assetmark, Inc+292K sh+$14.8M
- Envestnet Asset Management Inc−24.4M sh−$1.2B
- LPL Financial LLC−7M sh−$355M
- Nationwide Fund Advisors−2.1M sh−$176M
- Morgan Stanley−2.7M sh−$137M
- Envestnet Portfolio Solutions, Inc.−2.5M sh−$124M
- Jpmorgan Chase & Co−2.1M sh−$109M
- BlackRock, Inc.−2.1M sh−$105M
- Park Avenue Securities LLC−1.8M sh−$93.5M
IAGG institutional ownership FAQ
Who owns the most IAGG stock?
In Q2 2026 13F filings the largest holder of IAGG was Financial Engines Advisors L.L.C., followed by BlackRock, Inc. and Matson Money. Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of IAGG is owned by institutions?
566 funds reported holding 166M IAGG shares at Jun 30, 2026.
Are hedge funds buying IAGG?
In Q2 2026, 266 funds bought IAGG (61 of them new positions) and 386 sold (160 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for IAGG is bearish.
What is IAGG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IAGG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.
