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iShares Core U.S. Aggregate Bond ETF (AGG) Institutional Ownership

iShares Core U.S. Aggregate Bond ETF logo
$97.87 -0.25 (-0.25%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Current
Institutional Ownership
Percentage
83.63%
Number of
Institutional Buyers
(last 12 months)
1555
Total
Institutional Inflows
(last 12 months)
$29.43B
Number of
Institutional Sellers
(last 12 months)
905
Total
Institutional Outflows
(last 12 months)
$7.08B
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AGG Institutional Buying and Selling by Quarter

iShares Core U.S. Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Tennessee Valley Asset Management Partners13,626$1.35M0.2%-29.6%0.001%
4/18/2025Five Oceans Advisors10,188$1.01M0.5%-10.1%0.001%
4/18/2025Global Trust Asset Management LLC1,797$178K0.1%-88.9%0.000%
4/18/2025Financial Freedom LLC46,391$4.59M2.6%-19.9%0.004%
4/18/2025Bell Bank551,354$54.54M2.9%+6.8%0.043%
4/18/2025Rakuten Securities Inc.939$93K0.0%-16.7%0.000%
4/18/2025Insigneo Advisory Services LLC70,363$6.96M0.7%-2.6%0.006%
4/18/2025Pacific Capital Wealth Advisors Inc.46,726$4.62M0.8%-10.9%0.004%
4/18/2025Edge Financial Advisors LLC86,701$8.58M5.4%N/A0.007%
4/18/2025Cultivar Capital Inc.228,064$22.56M18.2%+2.7%0.018%
4/17/2025NBT Bank N A NY80,716$7.98M0.6%+13.2%0.006%
4/17/2025Robertson Stephens Wealth Management LLC377,680$37.36M1.3%+1.0%0.030%
4/17/2025Vicus Capital417,769$41.33M3.8%-0.6%0.033%
4/17/2025Inscription Capital LLC9,579$938K0.2%N/A0.001%
4/17/2025Fortitude Advisory Group L.L.C.6,202$609K0.4%-1.8%0.000%
4/17/2025Stephens Consulting LLC12,020$1.19M0.3%+1.6%0.001%
4/17/2025Copia Wealth Management389$38K0.0%-29.8%0.000%
4/17/2025Grove Bank & Trust54,898$5.43M0.7%+1.4%0.004%
4/17/2025Breakwater Investment Management1,033$102K0.0%+22.7%0.000%
4/17/2025Grimes & Company Inc.133,819$13.24M0.4%+2.1%0.011%
4/17/2025Stockman Wealth Management Inc.22,116$2.19M0.3%+4.6%0.002%
4/17/2025P E Global LLC474,097$46.90M10.6%+2.3%0.037%
4/17/2025Sagespring Wealth Partners LLC24,537,007$2.43B23.7%-3.9%1.932%
4/17/2025Adero Partners LLC3,200$317K0.0%+45.5%0.000%
4/17/2025Sowell Financial Services LLC207,723$20.55M0.9%+14.1%0.016%
4/17/2025Montecito Bank & Trust138,247$13.68M2.4%-5.6%0.011%
4/17/2025Janney Montgomery Scott LLC662,731$65.56M0.2%-4.6%0.052%
4/17/2025Northstar Group Inc.3,630$359K0.1%N/A0.000%
4/17/2025Mission Wealth Management LP33,333$3.30M0.1%+93.1%0.003%
4/17/2025Columbus Macro LLC71,402$7.06M0.9%+0.4%0.006%
4/17/2025Cyndeo Wealth Partners LLC24,236$2.40M0.2%+14.0%0.002%
4/17/2025Rebalance LLC1,296,424$128.24M9.4%+2.0%0.102%
4/17/2025Stewardship Advisors LLC25,143$2.49M0.7%+53.9%0.002%
4/17/2025Acropolis Investment Management LLC16,215$1.60M0.1%-4.6%0.001%
4/17/2025Abound Wealth Management388,788$38.46M12.8%+6.4%0.031%
4/17/2025Good Life Advisors LLC9,102$900K0.1%-61.5%0.001%
4/17/2025Howard Bailey Securities LLC2,732$270K0.1%N/A0.000%
4/17/2025Trust Co. of Toledo NA OH2,076$205K0.0%-22.1%0.000%
4/17/2025Fairvoy Private Wealth LLC12,340$1.22M0.3%-90.4%0.001%
4/17/2025RHS Financial LLC5,058$500K0.3%-41.7%0.000%
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4/17/2025Optas LLC42,872$4.24M0.7%-2.1%0.003%
4/17/2025Life Planning Partners Inc2,120$210K0.2%-9.2%0.000%
4/17/2025Brighton Jones LLC5,368$531K0.0%-46.2%0.000%
4/17/2025Stanich Group LLC37,864$3.75M2.8%-7.8%0.003%
4/17/2025Factory Mutual Insurance Co.5,292,657$523.55M6.1%-8.7%0.417%
4/17/2025Newport Capital Group LLC43,087$4.26M3.1%-5.9%0.003%
4/17/2025BayBridge Capital Group LLC243,726$24.11M17.3%+7.7%0.019%
4/17/2025Atlas Private Wealth Advisors112,156$11.10M1.5%+387.9%0.009%
4/17/2025Sound Income Strategies LLC14,804$1.46M0.1%-3.0%0.001%
4/17/2025Prentice Wealth Management LLC377,678$37.36M10.8%-15.6%0.030%
4/17/2025Partners Wealth Management LLC2,047$202K0.2%N/A0.000%
4/17/2025Aries Wealth Management20,569$2.04M0.6%+2.7%0.002%
4/17/2025Ritholtz Wealth Management1,003,356$99.25M3.0%+9.3%0.079%
4/17/2025Affinity Capital Advisors LLC3,336$324K0.1%-30.4%0.000%
4/17/2025Dynamic Advisor Solutions LLC34,578$3.42M0.1%+11.2%0.003%
4/17/2025Dohj LLC55,994$5.54M1.3%+132.4%0.004%
4/17/2025Family Wealth Partners LLC36,569$3.62M1.7%-6.3%0.003%
4/17/2025Motive Wealth Advisors148,217$14.66M7.8%+39.6%0.012%
4/17/2025MFA Wealth Services12,448$1.23M1.0%-18.0%0.001%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC149,871$14.83M0.3%-84.4%0.012%
4/16/2025 Lakeridge Wealth Management LLC2,679$265K0.1%-26.1%0.000%
4/16/2025 Pathway Financial Advisors LLC15,372$1.52M0.3%+13.0%0.001%
4/16/2025 Byrne Asset Management LLC531$53K0.0%N/A0.000%
4/16/2025 Farmers & Merchants Investments Inc.71,321$7.06M0.2%-4.3%0.006%
4/16/2025 Wealth Enhancement Advisory Services LLC15,197,862$1.50B2.9%+6.0%1.197%
4/16/2025 Destiny Capital Corp CO72,942$7.22M4.9%-25.8%0.006%
4/16/2025 Tritonpoint Wealth LLC38,150$3.77M0.4%-16.8%0.003%
4/16/2025 Steele Capital Management Inc.803,669$79.50M4.1%+0.6%0.063%
4/16/2025 Kelly Financial Group LLC175,498$17.36M2.9%+24.9%0.014%
4/16/2025 New Century Financial Group LLC5,066$501K0.6%-89.4%0.000%
4/16/2025 CVA Family Office LLC93,141$9.21M1.4%+24.3%0.007%
4/16/2025 Elevation Point Wealth Partners LLC7,042$697K0.1%-14.6%0.001%
4/16/2025 Salem Investment Counselors Inc.33,619$3.33M0.1%+8.7%0.003%
4/16/2025 Defined Wealth Management LLC3,672$363K0.2%+7.5%0.000%
4/16/2025 Everhart Financial Group Inc.3,557$352K0.0%N/A0.000%
4/16/2025 Bar Harbor Wealth Management596,769$59.03M3.9%+3.9%0.047%
4/16/2025 Twin Peaks Wealth Advisors LLC4,322$423K0.2%N/A0.000%
4/16/2025 RMR Wealth Builders2,098$208K0.0%N/A0.000%
4/16/2025 NorthCrest Asset Manangement LLC184,813$18.28M0.6%+22.1%0.015%
4/16/2025 Patriot Investment Management Group Inc.193,703$19.16M1.4%+2.8%0.015%
4/16/2025 Parkside Investments LLC96,999$9.60M1.4%-12.6%0.008%
4/16/2025 Rockland Trust Co.2,058$204K0.0%-55.5%0.000%
4/16/2025 Ballew Advisors Inc28,652$2.78M1.8%-10.4%0.002%
4/16/2025 Compagnie Lombard Odier SCmA43,600$4.31M0.1%+2.5%0.003%
4/16/2025 Fort Washington Investment Advisors Inc. OH8,608$852K0.0%+2.6%0.001%
4/16/2025 Farrell Financial LLC9,482$938K0.7%-14.4%0.001%
4/16/2025 McElhenny Sheffield Capital Management LLC9,395$929K0.3%+77.8%0.001%
4/15/2025 Net Worth Advisory Group17,603$1.74M0.5%-3.7%0.001%
4/15/2025 Total Wealth Planning LLC12,805$1.27M0.2%-1.0%0.001%
4/15/2025 Greenwood Capital Associates LLC127,298$12.59M1.7%+2.0%0.010%
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4/15/2025 Erickson Financial Group LLC68,532$6.78M5.1%+2.1%0.005%
4/15/2025 GPS Wealth Strategies Group LLC151,569$14.99M2.0%+11.8%0.012%
4/15/2025 Fifth Third Bancorp668,296$66.11M0.3%+3.8%0.053%
4/15/2025 Simon Quick Advisors LLC11,856$1.17M0.1%-27.1%0.001%
4/15/2025 Capital Advisors Ltd. LLC3,598$356K0.0%-3.6%0.000%
4/15/2025 Zhang Financial LLC145,177$14.36M0.8%+352.4%0.011%
4/15/2025 Exchange Bank39,351$3.89M3.1%-2.2%0.003%
4/15/2025 Chris Bulman Inc26,943$2.67M1.7%-8.4%0.002%
4/15/2025 Magnolia Private Wealth LLC6,090$602K0.3%-46.3%0.000%
4/15/2025 Thompson Investment Management Inc.33,501$3.31M0.5%+42.7%0.003%
(Data available from 1/1/2016 forward)

AGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGG shares?

During the previous two years, 2,265 institutional investors and hedge funds held shares of iShares Core U.S. Aggregate Bond ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($12.50B), Raymond James Financial Inc. ($7.55B), Raymond James & Associates ($7.20B), Wells Fargo & Company MN ($5.22B), Envestnet Asset Management Inc. ($5.00B), BlackRock Inc. ($4.25B), and Bank of America Corp DE ($4.24B).Learn more on AGG's institutional investors.

What percentage of iShares Core U.S. Aggregate Bond ETF stock is owned by institutional investors?

83.63% of iShares Core U.S. Aggregate Bond ETF stock is owned by institutional investors. Learn more on AGG's institutional investor holdings.

Which institutional investors have been buying iShares Core U.S. Aggregate Bond ETF stock?

Of the 2,043 institutional investors that purchased iShares Core U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($77.87M), Sagespring Wealth Partners LLC ($25.52M), Envestnet Asset Management Inc. ($23.57M), US Bancorp DE ($20.71M), Raymond James & Associates ($19.97M), Envestnet Portfolio Solutions Inc. ($17.52M), and Jones Financial Companies Lllp ($14.57M).

How much institutional buying is happening at iShares Core U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 558,927,252 shares in the last 24 months. This purchase volume represents approximately $54.52B in transactions.

Which iShares Core U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 1,394 institutional investors that sold iShares Core U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($10.21M), United Services Automobile Association ($7.17M), P E Global LLC ($6.27M), Charles Schwab Investment Management Inc. ($5.90M), FMR LLC ($4.45M), Envestnet Portfolio Solutions Inc. ($3.94M), and US Bancorp DE ($3.21M).

How much institutional selling is happening at iShares Core U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 141,270,689 shares in the last 24 months. This volume of shares sold represents approximately $13.79B in transactions.


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This page (NYSEARCA:AGG) was last updated on 4/18/2025 by MarketBeat.com Staff
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