iShares Core U.S. Aggregate Bond ETF (AGG) Institutional Ownership $98.82 +0.66 (+0.67%) As of 02:53 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)CurrentInstitutional OwnershipPercentage83.63%Number ofInstitutional Buyers(last 12 months)1543TotalInstitutional Inflows(last 12 months)$30.24BNumber ofInstitutional Sellers(last 12 months)868TotalInstitutional Outflows(last 12 months)$6.74B Get AGG Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Core U.S. Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AGG Institutional Buying and Selling by Quarter Remove Ads iShares Core U.S. Aggregate Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails3/19/2025M1 Capital Management LLC2,828$274K0.1%N/A0.000% 3/19/2025DSG Capital Advisors LLC55,237$5.35M1.0%N/A0.004% 3/19/2025Chancellor Financial Group WB LP4,481$434K0.3%N/A0.000% 3/18/2025Objective Capital Management LLC27,956$2.71M1.8%-7.9%0.002% 3/17/2025 Wealth Enhancement Advisory Services LLC14,334,897$1.39B2.7%+11.8%1.129% 3/17/2025 NorthCrest Asset Manangement LLC151,342$14.67M0.4%+6.0%0.012% 3/17/2025Members Wealth LLC3,761$364K0.3%N/A0.000% 3/12/2025 Northstar Financial Companies Inc.2,643$256K0.2%N/A0.000% 3/12/2025 Centaurus Financial Inc.5,348$518K0.0%+69.6%0.000% 3/12/2025 Wealthedge Investment Advisors LLC9,563$927K0.4%N/A0.001% Get the Latest News and Ratings for AGG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 3/10/2025 Old North State Trust LLC2,800$271K0.2%N/A0.000% 3/6/2025 Copia Wealth Management554$54K0.1%N/A0.000% 3/6/2025 Wood Tarver Financial Group LLC5,775$559K0.2%N/A0.000% 3/6/2025 AG Asset Advisory LLC10,114$980K1.0%N/A0.001% 3/4/2025 Smith Shellnut Wilson LLC ADV106,688$10.34M4.6%+5.5%0.008% 3/3/2025 American Investment Services Inc.14,806$1.44M0.2%-21.6%0.001% 2/28/2025 BridgePort Financial Solutions LLC5,345$528K0.2%N/A0.000% 2/28/2025 Park Square Financial Group LLC1,349$131K0.1%N/A0.000% 2/27/2025 Skyline Advisors Inc.19,624$1.90M0.7%-88.2%0.002% 2/27/2025 ABLE Financial Group LLC9,932$962K0.3%-90.0%0.001% 2/27/2025 Pinnacle Wealth Planning Services Inc.45,348$4.39M0.7%-0.5%0.004% 2/26/2025 Discipline Wealth Solutions LLC11,746$1.14M0.5%-30.3%0.001% 2/26/2025 Virtue Capital Management LLC10,047$974K0.2%-2.7%0.001% 2/26/2025 Advisor Resource Council4,620$448K0.3%+29.5%0.000% 2/25/2025 Heck Capital Advisors LLC7,995$775K0.0%N/A0.001% 2/25/2025 B. Riley Wealth Advisors Inc.37,798$3.66M0.1%-58.1%0.003% 2/25/2025 Armis Advisers LLC5,731$555K0.1%N/A0.000% 2/25/2025 Integrated Advisors Network LLC65,719$6.37M0.3%-7.4%0.005% 2/24/2025 Great Valley Advisor Group Inc.313,109$30.34M0.7%+1.8%0.025% 2/24/2025 Ameriflex Group Inc.3,222$314K0.1%N/A0.000% 2/24/2025 United Advisor Group LLC25,328$2.45M0.5%+4.1%0.002% 2/22/2025 American Trust6,041$585K0.0%N/A0.000% 2/21/2025 Ascent Group LLC201,553$19.53M1.5%+0.9%0.016% 2/21/2025 Gould Capital LLC429$42K0.0%-62.9%0.000% 2/21/2025 WNY Asset Management LLC5,715$554K0.1%-13.2%0.000% 2/20/2025 Mackenzie Financial Corp4,713,300$456.72M0.6%+9.3%0.377% 2/20/2025 Michels Family Financial LLC27,147$2.63M2.4%N/A0.002% 2/20/2025 Westfuller Advisors LLC99,729$9.66M6.1%+12.5%0.008% 2/20/2025 Drucker Wealth 3.0 LLC8,699$843K0.2%+52.0%0.001% 2/19/2025 Orin Green Financial LLC7,892$765K0.3%+2.9%0.001% Partner with Elon Musk on Project Colossus… Before May 1st (Ad)Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.Click here to see how you could take a stake in Elon’s private company…2/19/2025 Invst LLC2,588$251K0.0%-33.6%0.000% 2/19/2025 Centerstone Investors LLC51,000$4.94M4.5%N/A0.004% 2/19/2025 Parr Mcknight Wealth Management Group LLC11,639$1.13M0.2%N/A0.001% 2/18/2025 Centerstone Investors LLC51,000$4.94M7.3%N/A0.004% 2/18/2025 Pacific Point Advisors LLC6,088$593K0.4%N/A0.000% 2/18/2025 Western Wealth Management LLC5,844$566K0.2%-73.0%0.000% 2/18/2025 Mittelman Wealth Management8,790$852K0.8%N/A0.001% 2/18/2025 Sunbelt Securities Inc.7,279$706K0.1%-42.9%0.001% 2/18/2025 GTS Securities LLC13,646$1.32M0.1%N/A0.001% 2/18/2025 Fourth Dimension Wealth LLC594$58K0.0%N/A0.000% 2/18/2025 Vise Technologies Inc.37,377$3.62M0.3%+338.7%0.003% 2/18/2025 Retirement Planning Group LLC6,303$611K0.0%-4.3%0.001% 2/18/2025 Connecticut Wealth Management LLC27,300$2.65M0.1%-26.1%0.002% 2/18/2025 JT Stratford LLC476,635$46.19M7.6%+19,134.7%0.038% 2/18/2025 Cornerstone Advisory LLC2,941$287K0.0%-61.4%0.000% 2/18/2025 Inspire Trust Co. N.A.4,486$435K0.1%N/A0.000% 2/18/2025 Nepc LLC262,471$25.43M0.7%-33.6%0.021% 2/18/2025 Pinnacle Financial Group LLC IL63,314$6.14M2.4%+14.4%0.005% 2/18/2025 49 Wealth Management LLC5,655$548K0.1%N/A0.000% 2/18/2025 AlphaQ Advisors LLC80,215$7.77M21.3%+7.8%0.006% 2/18/2025 Novem Group2,222$215K0.0%N/A0.000% 2/18/2025 MidWestOne Financial Group Inc.131,577$12.75M1.8%-9.7%0.011% 2/18/2025 Focus Partners Advisor Solutions LLC51,554$5.00M0.1%-20.1%0.004% 2/18/2025 Continuum Advisory LLC5,192$503K0.1%-15.8%0.000% 2/18/2025 Note Advisors LLC4,975$482K0.4%N/A0.000% 2/18/2025 Ames National Corp105,103$10.18M6.5%N/A0.008% 2/18/2025 Mpwm Advisory Solutions LLC1,520$147K0.1%N/A0.000% 2/17/2025 Waverly Advisors LLC259,386$25.14M0.4%+94.5%0.021% 2/17/2025 Willis Johnson & Associates Inc.8,078$783K0.1%+82.2%0.001% 2/17/2025 Wilshire Advisors LLC503,085$48.75M17.8%+44.9%0.041% 2/17/2025 Vernal Point Advisors LLC80,497$7.80M5.4%+14.7%0.006% 2/17/2025 Visionary Wealth Advisors235,797$22.85M1.3%+1.5%0.019% 2/17/2025 Waters Parkerson & CO. LLC3,015$292K0.0%+11.3%0.000% 2/17/2025 Westwood Holdings Group Inc.42,505$4.12M0.0%+267.6%0.003% 2/17/2025 Tidal Investments LLC986,189$95.56M0.8%-4.5%0.080% 2/17/2025 TrinityPoint Wealth LLC3,342$324K0.0%+6.9%0.000% 2/17/2025 Strategic Wealth Partners Ltd.8,449$822K0.1%+52.2%0.001% 2/17/2025 Sentinus LLC87,389$8.47M2.5%+227.9%0.007% 2/17/2025 Snowden Capital Advisors LLC37,157$3.60M0.1%+17.7%0.003% 2/17/2025 Royal Bank of Canada5,202,308$504.10M0.1%+2.8%0.420% 2/17/2025 Redwood Investment Management LLC68,745$6.66M0.6%-17.5%0.006% 2/17/2025 Private Capital Management LLC13,243$1.28M0.1%+1.1%0.001% 2/17/2025 Quadcap Wealth Management LLC6,770$656K0.1%-9.0%0.001% 2/17/2025 Pathstone Holdings LLC77,231$7.48M0.0%+57.9%0.006% 2/17/2025 Main Management LLC30,956$3M0.2%+12.4%0.002% 2/17/2025 Man Group plc37,150$3.60M0.0%-89.1%0.003% 2/17/2025 NorthRock Partners LLC3,880$376K0.0%N/A0.000% 2/17/2025 Millennium Management LLC63,690$6.17M0.0%+391.3%0.005% 2/17/2025 Lazard Asset Management LLC245,545$23.79M0.0%-1.1%0.020% 2/17/2025 LifePlan Investment Advisors Inc.108,452$10.51M6.5%-7.0%0.009% Partner with Elon Musk on Project Colossus… Before May 1st (Ad)Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.Click here to see how you could take a stake in Elon’s private company…2/17/2025 Logan Stone Capital LLC43,043$4.17M1.4%-80.2%0.003% 2/17/2025 Janus Henderson Group PLC3,076,340$298.10M0.2%-1.9%0.248% 2/17/2025 Guardian Wealth Advisors LLC NC1,615$156K0.0%+85.6%0.000% 2/17/2025 Geller Advisors LLC321,417$31.15M2.0%+1.0%0.026% 2/17/2025 Global Assets Advisory LLC59,839$5.80M3.2%-6.9%0.005% 2/17/2025 Gotham Asset Management LLC32,201$3.12M0.0%+15.2%0.003% 2/17/2025 Greenline Partners LLC318$31K0.0%N/A0.000% 2/17/2025 Focus Partners Wealth807,125$78.35M0.2%+10.9%0.065% 2/17/2025 Full Sail Capital LLC404,248$39.17M2.5%+37.7%0.033% 2/17/2025 Evensky & Katz LLC111,853$10.84M0.7%+7.4%0.009% (Data available from 1/1/2016 forward)Remove Ads AGG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AGG shares? During the previous two years, 2,253 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 2,033 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), Raymond James & Associates ($24.15M), Envestnet Asset Management Inc. ($23.57M), US Bancorp DE ($20.71M), 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 564,336,721 shares in the last 24 months. This purchase volume represents approximately $55.06B in transactions. Which iShares Core U.S. Aggregate Bond ETF major shareholders have been selling company stock? Of the 1,370 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 138,702,552 shares in the last 24 months. This volume of shares sold represents approximately $13.54B in transactions. 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