Free Trial
→ January 29th - the next big trading catalyst to watch (From Timothy Sykes) (Ad) Free AGG Stock Alerts

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

iShares Core U.S. Aggregate Bond ETF logo
$97.01 -0.23 (-0.24%)
As of 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)
1353
Total
Institutional Inflows
(last 12 months)
$16.63B
Number of
Institutional Sellers
(last 12 months)
827
Total
Institutional Outflows
(last 12 months)
$6.25B
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.

Skip Chart & View Institutional Buying and Selling Data

AGG Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025Warner Financial Inc.6,562$636K0.3%-5.2%0.001%
1/22/2025Joseph P. Lucia & Associates LLC39,443$3.82M1.7%+15.4%0.003%
1/22/2025FSC Wealth Advisors LLC3,957$383K0.2%N/A0.000%
1/22/2025Wetzel Investment Advisors Inc.3,668$355K0.2%-13.1%0.000%
1/22/2025Cascade Investment Advisors Inc.2,500$242K0.2%N/A0.000%
1/22/2025Greenup Street Wealth Management LLC79,260$7.68M1.5%-53.2%0.006%
1/22/2025Northwest Financial Advisors5,869$569K0.5%+218.3%0.000%
1/22/2025Epiq Partners LLC75,000$7.27M3.9%+16.4%0.006%
1/22/2025Nilsine Partners LLC13,387$1.30M0.1%+20.0%0.001%
1/22/2025Slow Capital Inc.95,141$9.22M1.3%+0.3%0.008%
1/22/2025Foundations Investment Advisors LLC15,794$1.53M0.0%-91.9%0.001%
1/22/2025Parsons Capital Management Inc. RI2,937$285K0.0%N/A0.000%
1/22/2025Summit Financial Strategies Inc.6,185$599K0.1%+2.0%0.000%
1/22/2025Vannoy Advisory Group Inc.11,677$1.13M0.8%+2.6%0.001%
1/22/2025Mount Yale Investment Advisors LLC8,246$799K0.1%+1.5%0.001%
1/22/2025Parkside Investments LLC110,953$10.75M1.6%+14.5%0.009%
1/22/2025McLean Asset Management Corp26,671$2.58M0.8%+2.6%0.002%
1/22/2025United Asset Strategies Inc.27,305$2.65M0.2%-6.2%0.002%
1/22/2025Cornerstone Wealth Group LLC688,175$66.68M5.4%+6.6%0.056%
1/22/2025Atticus Wealth Management LLC150,153$14.55M4.5%N/A0.012%
1/22/2025Apexium Financial LP80,072$7.76M0.5%+1.7%0.006%
1/22/2025Capital Asset Advisory Services LLC1,624,275$157.25M7.7%+0.7%0.131%
1/22/2025Blue Trust Inc.2,124,863$215.19M2.6%-1.6%0.171%
1/22/2025Kingswood Wealth Advisors LLC59,934$5.81M0.4%+12.5%0.005%
1/22/2025Register Financial Advisors LLC12,527$1.21M0.6%+12.2%0.001%
1/22/2025PFG Investments LLC50,315$4.88M0.3%+12.4%0.004%
1/22/2025Tennessee Valley Asset Management Partners19,344$1.87M0.3%+31.2%0.002%
1/22/2025Peak Financial Management Inc.109,174$10.58M3.2%+2.7%0.009%
1/22/2025TI Trust Inc.41,776$4.05M2.7%+1.6%0.003%
1/21/2025 ETF Portfolio Partners Inc.427,264$41.40M12.4%+1.8%0.035%
1/21/2025 High Net Worth Advisory Group LLC133,823$12.97M3.6%-1.2%0.011%
1/21/2025SWP Financial LLC3,687$357K0.2%-3.2%0.000%
1/21/2025 Flagship Private Wealth LLC28,367$2.75M1.3%+6.2%0.002%
1/21/2025 Fort Henry Capital LLC273,798$26.53M19.0%-0.4%0.022%
1/21/2025 Crescent Grove Advisors LLC3,263$316K0.0%-36.1%0.000%
1/21/2025RTD Financial Advisors Inc.5,411$524K0.1%+14.9%0.000%
1/21/2025 Andina Capital Management LLC126,827$12.29M10.0%+76.4%0.010%
1/21/2025 First Citizens Bank & Trust Co.10,290,042$997.11M15.5%-0.3%0.831%
1/21/2025 Archford Capital Strategies LLC3,050$296K0.0%+5.4%0.000%
1/21/2025 Affiance Financial LLC576,795$55.89M13.4%+4.2%0.047%
Donald Trump is about to free crypto from its chains … (Ad)

With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only set to be released from its constraints … it could be about to explode. Trump has vowed to roll back Biden’s “crusade against crypto” on his first day in office.

This coin may be Trump’s favorite crypto …
1/21/2025 Alpha Financial Advisors LLC5,975$579K0.3%+2.9%0.000%
1/21/2025Patton Albertson Miller Group LLC4,007$388K0.1%+82.7%0.000%
1/21/2025 Merkkuri Wealth Advisors LLC35,373$3.43M2.7%+10.1%0.003%
1/21/2025 Flagship Harbor Advisors LLC328,774$31.86M1.7%+11.6%0.027%
1/21/2025 Juncture Wealth Strategies LLC73,763$7.15M2.7%+12.1%0.006%
1/21/2025Stewardship Advisors LLC16,332$1.58M0.4%+22.4%0.001%
1/21/2025 B.O.S.S. Retirement Advisors LLC5,757$558K0.2%N/A0.000%
1/21/2025Strategic Investment Management LLC344,400$33.37M11.5%N/A0.028%
1/21/2025 CFS Investment Advisory Services LLC85,494$8.28M0.7%+17.3%0.007%
1/21/2025 GSB Wealth Management LLC20,318$1.97M0.5%+3.5%0.002%
1/21/2025 Grimes & Company Inc.131,005$12.69M0.4%+38.8%0.011%
1/21/2025 Cyndeo Wealth Partners LLC21,256$2.06M0.1%-7.9%0.002%
1/21/2025 Geneos Wealth Management Inc.112,052$10.86M0.4%+81.9%0.009%
1/21/2025 Legacy Wealth Management Inc34,819$3.37M0.2%-9.6%0.003%
1/21/2025 Dynamic Advisor Solutions LLC31,101$3.01M0.1%-60.8%0.003%
1/21/2025 Accel Wealth Management27,079$2.62M1.0%-0.5%0.002%
1/21/2025 Fifth Third Bancorp643,732$62.38M0.2%-3.8%0.052%
1/21/2025Pflug Koory LLC840$81K0.0%+467.6%0.000%
1/21/2025 Carr Financial Group Corp17,665$1.71M0.5%-2.1%0.001%
1/21/2025 Atlas Private Wealth Advisors22,987$2.23M0.3%+119.2%0.002%
1/21/2025 Goelzer Investment Management Inc.3,249$315K0.0%N/A0.000%
1/21/2025 Hillcrest Wealth Advisors NY LLC81,964$7.94M3.8%+33.3%0.007%
1/21/2025 Liquid Strategies LLC527,711$51.14M10.5%+6.3%0.043%
1/21/2025Sachetta LLC3,672$356K0.1%+26.9%0.000%
1/21/2025 CX Institutional22,730$2.20M0.1%+21.6%0.002%
1/21/2025 Impact Partnership Wealth LLC4,128$400K0.1%+58.2%0.000%
1/21/2025Patriot Investment Management Group Inc.188,511$18.27M1.4%+12.1%0.015%
1/21/2025 LexAurum Advisors LLC3,817$370K0.1%+3.4%0.000%
1/21/2025RFG Advisory LLC45,842$4.44M0.1%-4.0%0.004%
1/21/2025 Motive Wealth Advisors106,200$10.29M5.5%+16.0%0.009%
1/21/2025 MFA Wealth Services15,179$1.47M1.2%N/A0.001%
1/21/2025 McGlone Suttner Wealth Management Inc.104,986$10.17M1.7%+40.9%0.008%
1/21/2025 Brighton Jones LLC9,984$967K0.0%+238.0%0.001%
1/21/2025 Hengehold Capital Management LLC3,899$378K0.0%+13.3%0.000%
1/21/2025 Financial Designs Corp242,049$23.46M15.4%+0.1%0.020%
1/21/2025 Astoria Strategic Wealth Inc.73,427$7.12M2.1%-9.6%0.006%
1/17/2025 New Century Financial Group LLC47,992$4.65M2.0%+2.6%0.004%
1/17/2025 Lifestyle Asset Management Inc.81,581$7.91M4.3%-48.1%0.007%
1/17/2025 Apeiron RIA LLC2,381$231K0.1%-7.5%0.000%
1/17/2025 Veracity Capital LLC8,763$849K0.3%+26.7%0.001%
1/17/2025 Madrona Financial Services LLC31,264$3.03M0.8%-17.4%0.003%
1/17/2025 Galvin Gaustad & Stein LLC259,917$25.19M2.3%+3.0%0.021%
1/17/2025 Cedar Point Capital Partners LLC3,160$306K0.2%+18.8%0.000%
1/17/2025 Baron Silver Stevens Financial Advisors LLC341,795$33.12M5.6%+4.4%0.028%
1/17/2025 Avior Wealth Management LLC25,292$2.44M0.1%+0.9%0.002%
1/17/2025 Beacon Investment Advisory Services Inc.224,377$21.74M0.9%+4.1%0.018%
1/17/2025 Adirondack Trust Co.32,833$3.18M1.2%-5.6%0.003%
1/17/2025 Mutual Advisors LLC110,966$10.76M0.3%-60.2%0.009%
1/17/2025 First PREMIER Bank1,339$130K0.0%+1,163.2%0.000%
1/17/2025 Traynor Capital Management Inc.3,863$374K0.0%-21.1%0.000%
Stunning Trump Manhattan Project Now Underway (Ad)

Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

You simply have to see this..
1/17/2025 Independent Wealth Network Inc.3,934$381K0.2%-34.3%0.000%
1/17/2025 Hudson Capital Management LLC262,841$25.47M7.9%+0.5%0.021%
1/17/2025 Janney Montgomery Scott LLC694,514$67.30M0.2%+29.7%0.056%
1/17/2025 Bartlett & CO. Wealth Management LLC185,122$17.94M0.3%-7.7%0.015%
1/17/2025 Lake Hills Wealth Management LLC24,274$2.35M1.6%-76.2%0.002%
1/17/2025 SG Americas Securities LLC104,268$10.10M0.0%+3,104.3%0.008%
1/17/2025 Sharp Financial Services LLC101,453$9.83M7.5%+11.2%0.008%
1/17/2025 Phillips Wealth Planners LLC15,511$1.49M1.5%+18.2%0.001%
1/17/2025 Marino Stram & Associates LLC2,229$216K0.0%N/A0.000%
1/17/2025 Westside Investment Management Inc.77,132$7.47M1.6%+3.8%0.006%
(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, 2,126 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 1,889 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 431,082,455 shares in the last 24 months. This purchase volume represents approximately $42.15B in transactions.

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

Of the 1,339 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 132,239,227 shares in the last 24 months. This volume of shares sold represents approximately $12.91B in transactions.


Related Companies

This page (NYSEARCA:AGG) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Kamala’s final humiliation
Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behi...
Porter & Company | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Trump Insider: Day One will Shock Everyone
A rare opportunity for everyday Americans like you to turn a small stake into real wealth in the stock market....
InvestorPlace | Sponsored