Guru Ownership Trend
Guru Analysis for iShares Core U.S. Aggregate Bond ETF (AGG)
iShares Core U.S. Aggregate Bond ETF (AGG), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $158 M.
Top institutional holders include Ken Fisher and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $5.97 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 225.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.04% | Add 4.8% | 1,177,835 | $118.08 M | Q3 2025 | |
| 0.16% | Add 3.4% | 366,824 | $36.77 M | Q3 2025 | |
| 0.00% | Add 225.9% | 14,964 | $1.5 M | Q3 2025 | |
| 0.00% | Add 83.2% | 14,142 | $1.42 M | Q3 2025 | |
| 0.00% | Add 0.0% | 3,472 | $348,027 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iShares Core U.S. Aggregate Bond ETF (AGG)
Major holders include Ken Fisher ($118.08 M), Joel Greenblatt ($36.77 M), Cliff Asness ($1.5 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.58 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.97 M, with 5 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited AGG. The total reported sell value was $2.35 M.
Yes, 0 managers opened new positions in AGG, and 5 increased their existing holdings. The total reported buy value was $8.32 M.