iShares Core US Agg

$AGG
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Smart money positioned

39 of the Top-200 alpha managers hold $AGG as of the latest 13F snapshot.

13F holders
2,033
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

39 holders · Q1 2026

$AGG is held by 39 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 15.22%, with an average of 1.77% of portfolio. Largest holder: Tandem Wealth Advisors LLC at 15.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Tandem Wealth Advisors LLC
15.22% ↓ 3.9pp
α +14.1pts
02
Stamos Capital Partners, L.P.
14.37% NEW
α +10.2pts
03
Ted Buchan & Co
9.81% NEW
α +13.2pts
04
Cornerstone Management, Inc.
7.05% NEW
α +12.4pts
05
Interactive Financial Advisors, Inc.
6.75% NEW
α +15.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 2,033 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
1.19% of portfolio
199,928,505 sh
02
Marquette Asset Management, LLC
1.18% of portfolio
44,575,170 sh
03
Evensky & Katz LLC
1.59% of portfolio
43,293,208 sh
04
Legal & General Group Plc
5.78% of portfolio
39,348,759 sh
05
Lowe Brockenbrough & Co. Inc.
0.64% of portfolio
32,278,818 sh
06
Crestline Management, LP
0.94% of portfolio
27,661,634 sh
07
NorthRock Partners, LLC
4.50% of portfolio
23,905,376 sh
08
U S Wealth Group, LLC.
41.68% of portfolio
22,814,944 sh
09
Boreal Capital Management LLC
5.13% of portfolio
22,591,544 sh
10
FengHe Fund Management Pte. Ltd.
1.61% of portfolio
15,252,353 sh
See all 2,033 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $AGG in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $AGG in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:32 UTC.