Who owns IAGG (IAGG)
Which tracked institutional funds hold IAGG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IAGG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IAGG is one-sided between 2025-Q4 and 2026-Q1: 216 added or opened and 61 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IAGG’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.1pp gap the other way — the median holder sizes IAGG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IAGG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 662 tracked filers holding IAGG, 483 increased or opened the position and 180 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IAGG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- TIAA Wealth Investment Management LLC$320M
- Annex Advisory Services, LLC$67M
- Kestra Investment Management, LLC$37M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$22M
- Granite Bay Wealth Management, LLC$14M
- MILESTONE ASSET MANAGEMENT, LLC$6M
Full exits 25
- JANE STREET GROUP, LLC$137M
- SageView Advisory Group, LLC$109M
- NewEdge Advisors, LLC$47M
- Main Street Financial Solutions, LLC$14M
- Austin Private Wealth, LLC$11M
- High Falls Advisors, Inc$9M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$217M
- JONES FINANCIAL COMPANIES LLLP$153M
- Creative Planning$108M
- JPMORGAN CHASE & CO$91M
- LPL Financial LLC$58M
- WealthNavi Inc.$50M
Largest trims
- Valpey Financial Services, LLC$21M
- BANK OF AMERICA CORP /DE/$18M
- TIAA TRUST, NATIONAL ASSOCIATION$15M
- Nationwide Fund Advisors$15M
- US BANCORP \DE\$14M
- IHT Wealth Management, LLC$13M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 26,435,427 | $1.3B | 12.9% | 2026-Q1 |
| BlackRock, Inc. added | 17,733,388 | $887M | 8.7% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 16,419,088 | $822M | 8.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 12,025,033 | $599M | 5.9% | 2026-Q1 |
| LPL Financial LLC added | 11,025,231 | $552M | 5.4% | 2026-Q1 |
| Matson Money. Inc. added | 9,753,565 | $488M | 4.8% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 6,422,057 | $320M | 3.1% | 2026-Q1 |
| WealthNavi Inc. added | 6,048,314 | $303M | 3.0% | 2026-Q1 |
| Nationwide Fund Advisors trimmed | 5,567,707 | $279M | 2.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 5,513,003 | $274M | 2.7% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 5,175,776 | $258M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,820,820 | $191M | 1.9% | 2026-Q1 |
| MORGAN STANLEY added | 3,679,041 | $184M | 1.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 3,157,170 | $158M | 1.5% | 2026-Q1 |
| MATHER GROUP, LLC. added | 2,613,479 | $131M | 1.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 2,470,476 | $124M | 1.2% | 2026-Q1 |
| Creative Planning added | 2,378,106 | $119M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 2,291,968 | $115M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,274,580 | $114M | 1.1% | 2026-Q1 |
| CWM, LLC added | 2,255,829 | $113M | 1.1% | 2026-Q1 |
| Betterment LLC added | 2,223,553 | $111M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,130,476 | $107M | 1.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 1,991,200 | $100M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,588,557 | $79M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,575,944 | $79M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,484,389 | $74M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,455,696 | $73M | 0.7% | 2026-Q1 |
| Annex Advisory Services, LLC new | 1,346,915 | $67M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 1,303,387 | $65M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,258,169 | $63M | 0.6% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 1,210,409 | $61M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,128,239 | $56M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,062,201 | $53M | 0.5% | 2026-Q1 |
| GeoWealth Management, LLC added | 1,041,449 | $52M | 0.5% | 2026-Q1 |
| Stratos Investment Management, LLC added | 993,350 | $50M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 938,550 | $47M | 0.5% | 2026-Q1 |
| GDS Wealth Management added | 928,734 | $46M | 0.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 919,620 | $46M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 922,432 | $46M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 905,012 | $45M | 0.4% | 2026-Q1 |
| True Link Financial Advisors, LLC added | 897,660 | $45M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 896,069 | $45M | 0.4% | 2026-Q1 |
| PRUDENT INVESTORS NETWORK, INC. added | 867,905 | $43M | 0.4% | 2026-Q1 |
| Savant Capital, LLC added | 830,312 | $42M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 810,366 | $41M | 0.4% | 2026-Q1 |
| Boston Standard Wealth Management, LLC added | 813,058 | $41M | 0.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 737,294 | $37M | 0.4% | 2026-Q1 |
| Kestra Investment Management, LLC new | 736,346 | $37M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 717,308 | $36M | 0.4% | 2026-Q1 |
| Capital Analysts, LLC added | 682,304 | $34M | 0.3% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 629,064 | $31M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 606,628 | $30M | 0.3% | 2026-Q1 |
| CAHABA WEALTH MANAGEMENT, INC. added | 597,871 | $30M | 0.3% | 2026-Q1 |
| JB Capital LLC added | 597,376 | $30M | 0.3% | 2026-Q1 |
| AMARILLO NATIONAL BANK added | 596,651 | $30M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 578,297 | $29M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 555,703 | $28M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 545,755 | $27M | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 507,173 | $25M | 0.2% | 2026-Q1 |
| SYON CAPITAL LLC trimmed | 490,138 | $25M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 477,394 | $24M | 0.2% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 446,943 | $22M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 440,997 | $22M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 404,082 | $20M | 0.2% | 2026-Q1 |
| DORVAL Corp added | 378,343 | $19M | 0.2% | 2026-Q1 |
| Mason & Associates, LLC added | 366,684 | $18M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 363,745 | $18M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 362,467 | $18M | 0.2% | 2026-Q1 |
| NYL Investors LLC added | 352,312 | $18M | 0.2% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 351,148 | $18M | 0.2% | 2026-Q1 |
| Brio Consultants, LLC added | 350,895 | $17M | 0.2% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 339,308 | $17M | 0.2% | 2026-Q1 |
| Trinity Wealth Management, LLC added | 337,696 | $17M | 0.2% | 2026-Q1 |
| Values Added Financial LLC added | 330,887 | $17M | 0.2% | 2026-Q1 |
| PENOBSCOT WEALTH MANAGEMENT added | 305,735 | $15M | 0.1% | 2026-Q1 |
| Stadion Money Management, LLC added | 304,802 | $15M | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer added | 291,951 | $15M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 290,301 | $15M | 0.1% | 2026-Q1 |
| Granite Bay Wealth Management, LLC new | 275,375 | $14M | 0.1% | 2026-Q1 |
| Occidental Asset Management, LLC added | 268,046 | $13M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 257,623 | $13M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 250,189 | $12M | 0.1% | 2026-Q1 |
| Anderson Financial Strategies, LLC added | 241,993 | $12M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 240,697 | $12M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 238,543 | $12M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 236,690 | $12M | 0.1% | 2026-Q1 |
| PDS Planning, Inc added | 232,948 | $12M | 0.1% | 2026-Q1 |
| Kelly Financial Services LLC added | 232,388 | $12M | 0.1% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 225,372 | $11M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 220,342 | $11M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 220,898 | $11M | 0.1% | 2026-Q1 |
| BIP Wealth, LLC added | 211,618 | $11M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,741,859 | $137M | 1.3% | 2025-Q4 stale |
| SageView Advisory Group, LLC added | 2,170,574 | $109M | 1.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 933,264 | $47M | 0.5% | 2025-Q4 stale |
| Financial Gravity Companies, Inc. added | 550,506 | $28M | 0.3% | 2025-Q2 stale |
| Silphium Asset Management Ltd added | 470,000 | $24M | 0.2% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC added | 271,521 | $14M | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 240,002 | $12M | 0.1% | 2025-Q3 stale |
| Austin Private Wealth, LLC added | 226,200 | $11M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.