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

iShares Core U.S. Aggregate Bond ETF logo
$98.02 +0.42 (+0.43%)
As of 02/21/2025 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)
1541
Total
Institutional Inflows
(last 12 months)
$30.26B
Number of
Institutional Sellers
(last 12 months)
867
Total
Institutional Outflows
(last 12 months)
$6.78B
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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
2/22/2025 American Trust6,041$585K0.0%N/A0.000%
2/21/2025Ascent Group LLC201,553$19.53M1.5%+0.9%0.016%
2/21/2025Gould Capital LLC429$42K0.0%-62.9%0.000%
2/21/2025WNY 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%
2/20/2025Michels Family Financial LLC27,147$2.63M2.4%N/A0.002%
2/20/2025Westfuller 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%
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%
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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%
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%
2/17/2025 Fairview Capital Investment Management LLC276,746$26.82M1.4%+11.0%0.022%
2/17/2025 Fiduciary Trust Co2,959$287K0.0%+21.9%0.000%
2/17/2025 Fullcircle Wealth LLC5,159$502K0.2%+127.0%0.000%
2/17/2025 FWL Investment Management LLC2,022$196K0.1%-5.2%0.000%
2/17/2025 Deutsche Bank AG1,423,276$137.92M0.1%+63.6%0.115%
2/17/2025 Diligent Investors LLC52,184$5.06M1.2%-15.2%0.004%
2/17/2025 Dunhill Financial LLC5,306$514K0.2%+104.1%0.000%
2/17/2025 EP Wealth Advisors LLC2,315,491$224.37M1.8%+37.1%0.187%
2/17/2025 Colonial Trust Co SC68,028$6.59M1.0%+30.6%0.005%
2/17/2025 CoreCap Advisors LLC5,813$563K0.0%-4.1%0.000%
2/17/2025 Crabel Capital Management LLC5,892$571K1.9%-92.9%0.000%
2/17/2025 Cresset Asset Management LLC344,351$33.37M0.2%+90.1%0.028%
2/17/2025 Cambridge Investment Research Advisors Inc.1,335,559$129.42M0.4%+3.2%0.108%
2/17/2025 Cetera Investment Advisers4,833,421$468.36M1.0%-11.0%0.390%
2/17/2025 Cercano Management LLC151,570$14.69M0.4%N/A0.012%
2/17/2025 BOKF NA412,309$39.56M0.7%+23.9%0.033%
2/17/2025 Brooks Moore & Associates Inc.5,000$484K0.3%N/A0.000%
2/17/2025 Captrust Financial Advisors6,027,285$584.05M1.7%+15.7%0.486%
2/17/2025 Cary Street Partners Financial LLC51,614$5.00M0.2%N/A0.004%
2/17/2025 Brown Advisory Inc.227,385$22.03M0.0%+15.5%0.018%
2/17/2025 Baird Financial Group Inc.424,717$41.16M0.1%-1.3%0.034%
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2/17/2025 Bakala Capital LLC13,494$1.31M7.9%+1.3%0.001%
2/17/2025 Baker Avenue Asset Management LP835,466$80.96M2.5%+4.5%0.067%
2/17/2025 Beaumont Capital Management LLC29,570$2.87M2.2%-46.1%0.002%
2/17/2025 Bank of America Corp DE43,758,246$4.24B0.4%+9.9%3.529%
2/17/2025 Benjamin Edwards Inc.84,257$8.16M0.1%-12.4%0.007%
2/17/2025 BNP Paribas Financial Markets956,203$92.66M0.1%-19.1%0.077%
2/17/2025 Ameriprise Financial Inc.19,130,645$1.85B0.5%+75.4%1.543%
2/17/2025 Ancora Advisors LLC47,471$4.60M0.1%-11.0%0.004%
2/17/2025 Aptus Capital Advisors LLC23,927$2.32M0.0%+71.8%0.002%
2/17/2025 Arrowroot Family Office LLC84,795$8.22M4.3%+46.4%0.007%
(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, 2,240 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 2,021 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 565,961,380 shares in the last 24 months. This purchase volume represents approximately $55.22B in transactions.

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

Of the 1,368 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 138,556,964 shares in the last 24 months. This volume of shares sold represents approximately $13.52B in transactions.


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This page (NYSEARCA:AGG) was last updated on 2/22/2025 by MarketBeat.com Staff
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