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

iShares Core U.S. Aggregate Bond ETF logo
$97.82 +0.08 (+0.08%)
(As of 11/22/2024 ET)
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)
1349
Total
Institutional Inflows
(last 12 months)
$17.29B
Number of
Institutional Sellers
(last 12 months)
847
Total
Institutional Outflows
(last 12 months)
$5.83B
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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
11/21/2024 SkyView Investment Advisors LLC7,000$709K0.1%N/A0.001%
11/20/2024 Westside Investment Management Inc.74,342$7.52M1.6%+0.9%0.006%
11/19/2024 McIlrath & Eck LLC2,481$251K0.0%+1,554.0%0.000%
11/19/2024 Invst LLC3,900$395K0.0%-44.8%0.000%
11/19/2024 Discipline Wealth Solutions LLC16,853$1.71M0.9%+197.5%0.001%
11/19/2024 M&T Bank Corp530,691$53.74M0.2%+0.1%0.044%
11/18/2024 Soltis Investment Advisors LLC26,465$2.68M0.3%-13.7%0.002%
11/18/2024 Rehmann Capital Advisory Group128,124$12.96M0.8%-20.5%0.011%
11/18/2024 TD Private Client Wealth LLC255,363$25.86M0.7%+166.0%0.021%
11/18/2024 Hobbs Group Advisors LLC5,563$563K0.2%+3,736.6%0.000%
11/18/2024 Virtue Capital Management LLC10,331$1.05M0.2%N/A0.001%
11/18/2024 Asset Allocation Strategies LLC22,013$2.23M0.6%N/A0.002%
11/18/2024 Sunbelt Securities Inc.12,739$1.29M0.1%+120.3%0.001%
11/18/2024 Continental Investors Services Inc.30,530$3.09M6.4%+2.7%0.003%
11/18/2024Nepc LLC395,413$40.04M1.2%N/A0.033%
11/18/2024 Coldstream Capital Management Inc.117,164$11.63M0.3%+219.3%0.010%
11/18/2024 Gould Capital LLC1,156$117K0.1%-12.0%0.000%
11/18/2024 FRG Family Wealth Advisors LLC4,485$454K0.1%N/A0.000%
11/15/2024 MidWestOne Financial Group Inc.145,728$14.76M2.0%+763.8%0.012%
11/15/2024 M&T Bank Corp530,691$53.74M0.1%+0.1%0.044%
11/15/2024 Executive Wealth Management LLC4,840$490K0.0%N/A0.000%
11/15/2024 Barclays PLC43,422$4.40M0.0%+53,507.4%0.004%
11/15/2024 Continuum Advisory LLC6,169$602K0.1%+38.2%0.001%
11/15/2024 Geller Advisors LLC318,324$32.24M2.2%+7.0%0.026%
11/15/2024 Drucker Wealth 3.0 LLC5,724$580K0.1%+6.3%0.000%
11/15/2024 MML Investors Services LLC1,061,871$107.54M0.4%+5.6%0.087%
11/15/2024 First National Bank of Omaha55,816$5.65M0.4%-4.0%0.005%
11/15/2024 Main Management LLC27,545$2.79M0.2%+2.1%0.002%
11/15/2024 Dunhill Financial LLC2,600$263K0.1%+300.0%0.000%
11/15/2024 Delos Wealth Advisors LLC24,720$2.50M2.2%+13.2%0.002%
11/15/2024 Orion Portfolio Solutions LLC1,020,727$103.37M2.3%+57.8%0.084%
11/15/2024 World Investment Advisors LLC320,965$32.04M0.2%+1,845.5%0.026%
11/15/2024 Zacks Investment Management772,620$78.24M0.7%+3.2%0.064%
11/15/2024 National Bank of Canada FI955,526$96.77M0.1%+484.0%0.079%
11/15/2024 Glen Eagle Advisors LLC2,932$297K0.1%-4.0%0.000%
11/15/2024 iA Global Asset Management Inc.223,990$22.68M0.4%+125.6%0.018%
11/15/2024 EP Wealth Advisors LLC1,688,763$171.02M1.5%+4.1%0.139%
11/15/2024 United Services Automobile Association9,129,161$924.51M23.6%+105.8%0.751%
11/15/2024 Insigneo Advisory Services LLC76,883$7.79M0.8%+7.0%0.006%
11/15/2024 Kovitz Investment Group Partners LLC111,838$11.31M0.1%-25.5%0.009%
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11/15/2024 Wexford Capital LP2,942$298K0.1%N/A0.000%
11/15/2024 Weaver Consulting Group2,900$294K0.1%+10.9%0.000%
11/15/2024 Texas Capital Bank Wealth Management Services Inc164,902$16.70M1.6%+27.7%0.014%
11/15/2024 Stifel Financial Corp6,420,712$650.23M0.7%+24.3%0.528%
11/15/2024 SYM FINANCIAL Corp143,381$14.52M1.9%-0.1%0.012%
11/15/2024 SageView Advisory Group LLC2,774,397$280.96M14.3%-5.9%0.228%
11/15/2024 Red Wave Investments LLC2,008$203K0.1%N/A0.000%
11/15/2024 Redwood Investment Management LLC83,356$8.44M0.7%-29.0%0.007%
11/15/2024 Resurgent Financial Advisors LLC10,902$1.10M0.6%-3.7%0.001%
11/15/2024 IHT Wealth Management LLC175,856$17.81M0.5%+8.2%0.014%
11/15/2024 Ingalls & Snyder LLC12,459$1.26M0.0%+3.3%0.001%
11/15/2024 Integrated Wealth Concepts LLC109,254$11.06M0.1%+32.9%0.009%
11/15/2024 Janus Henderson Group PLC3,135,608$317.54M0.2%+1.4%0.258%
11/15/2024 HighTower Advisors LLC1,886,357$191.06M0.3%-1.6%0.155%
11/15/2024 Hilltop Holdings Inc.8,955$907K0.1%-4.2%0.001%
11/15/2024 Coastwise Capital Group LLC4,967$503K0.4%+8.0%0.000%
11/15/2024 Arizona PSPRS Trust8,126,522$822.97M32.7%N/A0.668%
11/15/2024 Arrowroot Family Office LLC57,913$5.87M3.4%+31.5%0.005%
11/15/2024 Ascent Group LLC199,836$20.24M1.5%-3.6%0.016%
11/15/2024 Beacon Investment Advisory Services Inc.215,627$21.84M0.9%+8.0%0.018%
11/15/2024 Benjamin Edwards Inc.96,223$9.74M0.1%+1,294.3%0.008%
11/15/2024 Paloma Partners Management Co13,600$1.38M0.0%N/A0.001%
11/15/2024 Alerus Financial NA776,338$78.62M5.8%-3.9%0.064%
11/15/2024 Lavaca Capital LLC2,759$279K0.1%N/A0.000%
11/14/2024 Cobblestone Capital Advisors LLC NY18,953$1.92M0.1%-34.5%0.002%
11/14/2024 Tradition Wealth Management LLC45,826$4.64M0.4%-0.9%0.004%
11/14/2024 Edgestream Partners L.P.21,855$2.21M0.1%-42.7%0.002%
11/14/2024 Acropolis Investment Management LLC18,217$1.85M0.1%+1.7%0.001%
11/14/2024 L.M. Kohn & Company2,597$263K0.1%N/A0.000%
11/14/2024 Ironwood Investment Counsel LLC31,028$3.14M0.5%-19.0%0.003%
11/14/2024 TRUE Private Wealth Advisors2,423$245K0.0%-66.4%0.000%
11/14/2024 Arete Wealth Advisors LLC60,201$6.09M0.5%-15.2%0.005%
11/14/2024 Verition Fund Management LLC5,000$506K0.0%N/A0.000%
11/14/2024 Captrust Financial Advisors5,207,707$527.39M1.6%+15.2%0.428%
11/14/2024 Kingfisher Capital LLC4,991$505K0.1%+95.9%0.000%
11/14/2024 Icon Wealth Advisors LLC3,447$349K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.168,682$17.08M0.0%+9.6%0.014%
11/14/2024 Hantz Financial Services Inc.336,823$34.11M0.6%+19.6%0.028%
11/14/2024 Financial Counselors Inc.33,330$3.38M0.0%-1.6%0.003%
11/14/2024 Noesis Capital Mangement Corp4,143$420K0.1%-10.6%0.000%
11/14/2024 Fiduciary Trust Co2,427$246K0.0%N/A0.000%
11/14/2024 Providence Capital Advisors LLC11,308$1.15M0.2%+3.6%0.001%
11/14/2024 BBR Partners LLC13,114$1.33M0.1%+8.4%0.001%
11/14/2024 Stone House Investment Management LLC105,828$10.72M2.2%+2.9%0.009%
11/14/2024 CreativeOne Wealth LLC51,973$5.26M0.2%-35.7%0.004%
11/14/2024 Metropolitan Life Insurance Co NY571,203$57.85M20.6%+6.4%0.047%
11/13/2024 RiverGlades Family Offices LLC49,719$5.04M3.6%+6.7%0.004%
11/13/2024 Freedom Investment Management Inc.172,788$17.50M1.4%+3.7%0.014%
11/13/2024 Insight Wealth Partners LLC3,173$321K0.1%N/A0.000%
11/13/2024 Cynosure Group LLC102,736$10.40M1.5%-12.2%0.008%
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11/13/2024 Townsquare Capital LLC28,334$2.87M0.0%+47.6%0.002%
11/13/2024 Bakala Capital LLC13,325$1.35M9.0%+2.8%0.001%
11/13/2024 Cadence Bank16,693$1.69M0.1%N/A0.001%
11/13/2024 Transamerica Financial Advisors Inc.15,498$1.57M0.2%-8.6%0.001%
11/13/2024 All Terrain Financial Advisors LLC65,013$6.58M2.4%+36.9%0.005%
11/13/2024 BNP Paribas Financial Markets1,181,611$119.66M0.1%+214.8%0.097%
11/13/2024 D.A. Davidson & CO.4,060,094$411.17M3.4%+2.1%0.334%
11/13/2024 FMR LLC9,092,454$920.79M0.1%+20.4%0.748%
11/13/2024 Elios Financial Group Inc.6,727$681K0.3%N/A0.001%
11/13/2024 Bank of Montreal Can1,367,395$138.79M0.1%+7.8%0.112%
(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, 2,105 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 ($8.79B), Raymond James & Associates ($7.20B), Wells Fargo & Company MN ($5.38B), Envestnet Asset Management Inc. ($4.28B), BlackRock Inc. ($4.25B), Bank of America Corp DE ($3.88B), and US Bancorp DE ($3.70B).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 1,869 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 & Associates ($24.54M), Envestnet Asset Management Inc. ($22.34M), US Bancorp DE ($20.71M), Envestnet Portfolio Solutions Inc. ($17.52M), Bank of America Corp DE ($10.18M), Mercer Global Advisors Inc. ADV ($10.01M), and Charles Schwab Investment Management Inc. ($9.92M).

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

Institutional investors have bought a total of 432,292,704 shares in the last 24 months. This purchase volume represents approximately $42.27B in transactions.

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

Of the 1,346 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), Charles Schwab Investment Management Inc. ($7.78M), P E Global LLC ($6.27M), FMR LLC ($4.45M), SageView Advisory Group LLC ($3.13M), BlackRock Inc. ($3.06M), and Sumitomo Mitsui Financial Group Inc. ($2.47M).

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

Institutional investors have sold a total of 129,280,193 shares in the last 24 months. This volume of shares sold represents approximately $12.62B in transactions.


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This page (NYSEARCA:AGG) was last updated on 11/23/2024 by MarketBeat.com Staff
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