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

iShares Core U.S. Aggregate Bond ETF logo
$97.95 -0.48 (-0.49%)
As of 05/2/2025 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)
1575
Total
Institutional Inflows
(last 12 months)
$28.95B
Number of
Institutional Sellers
(last 12 months)
954
Total
Institutional Outflows
(last 12 months)
$7.74B
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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
5/2/2025 Patton Albertson Miller Group LLC2,473$245K0.0%-38.3%0.000%
5/2/2025 Independent Wealth Network Inc.6,168$610K0.2%+56.8%0.000%
5/2/2025 Kingsview Wealth Management LLC1,275,465$126.17M2.4%-0.9%0.102%
5/2/2025 Members Trust Co5,322,563$526.51M18.3%+1.0%0.426%
5/2/2025 MTC Wealth Management LLC431,946$42.73M21.0%-3.7%0.035%
5/2/2025 Archvest Wealth Advisors Inc.40,918$4.05M3.3%-83.6%0.003%
5/2/2025 Graypoint LLC60,880$6.02M0.4%+33.3%0.005%
5/2/2025 Dynasty Wealth Management LLC2,491,089$246.42M3.5%-15.5%0.199%
5/2/2025 Litman Gregory Wealth Management LLC15,238$1.51M0.1%-15.1%0.001%
5/2/2025 Verdence Capital Advisors LLC218,011$21.57M1.6%+12.0%0.017%
5/2/2025 Mayflower Financial Advisors LLC7,423$734K0.1%-16.6%0.001%
5/2/2025 Hudock Inc.212,262$21.00M3.7%+5.8%0.017%
5/2/2025 HTG Investment Advisors Inc.109,867$10.87M4.5%+4.7%0.009%
5/2/2025 Legacy Capital Wealth Partners LLC3,709$367K0.1%+52.4%0.000%
5/2/2025 Napatree Capital LLC23,660$2.34M1.3%-1.3%0.002%
5/2/2025 SWP Financial LLC2,841$281K0.2%-22.9%0.000%
5/2/2025 Lineweaver Wealth Advisors LLC258,580$25.58M4.4%+9.3%0.021%
5/2/2025 Stevens Capital Partners17,935$1.77M0.8%-11.1%0.001%
5/2/2025 Wealthgarden F.S. LLC2,634$261K0.3%+15.1%0.000%
5/2/2025 MB Generational Wealth LLC3,417$338K0.3%N/A0.000%
5/2/2025 LMG Wealth Partners LLC120,659$11.94M2.7%+3.3%0.010%
5/2/2025 FWG Holdings LLC9,410$933K0.5%+33.5%0.001%
5/2/2025 Postrock Partners LLC6,173$611K0.3%+7.5%0.000%
5/2/2025 James Investment Research Inc.51,403$5.09M0.6%+6.7%0.004%
5/2/2025 Summit X LLC4,004$396K0.1%-3.8%0.000%
5/2/2025 Welch & Forbes LLC14,261$1.41M0.0%+20.3%0.001%
5/2/2025 Cable Hill Partners LLC630,748$62.46M6.1%+9.3%0.050%
5/2/2025 Cullen Frost Bankers Inc.440,002$43.53M0.6%-1.8%0.035%
5/2/2025 Victory Capital Management Inc.447,558$44.27M0.0%-38.7%0.036%
5/2/2025 Bryn Mawr Capital Management LLC53,940$5.34M0.3%-32.5%0.004%
5/2/2025 Ndwm LLC26,882$2.66M2.6%+65.5%0.002%
5/2/2025 Midwest Professional Planners LTD.54,658$5.41M1.7%+14.3%0.004%
5/2/2025 Tectonic Advisors LLC345,612$34.19M2.1%+8.0%0.028%
5/2/2025 Larson Financial Group LLC20,893$2.07M0.1%+5.6%0.002%
5/2/2025 Sage Mountain Advisors LLC14,654$1.45M0.1%+10.1%0.001%
5/2/2025 Summit Wealth Group LLC93,461$9.25M2.7%-6.6%0.007%
5/2/2025 PAX Financial Group LLC5,759$570K0.1%+84.7%0.000%
5/2/2025 First Business Financial Services Inc.379,765$37.57M3.7%-8.8%0.030%
5/2/2025 Whittier Trust Co. of Nevada Inc.5,844$578K0.0%-23.2%0.000%
5/2/2025 Whittier Trust Co.65,891$6.52M0.1%-1.7%0.005%
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5/2/2025 Melfa Wealth Management Inc.6,118$605K0.4%+15.1%0.000%
5/2/2025 Penney Financial LLC9,964$986K0.6%+7.4%0.001%
5/2/2025 Prevail Innovative Wealth Advisors LLC22,693$2.25M0.6%+31.1%0.002%
5/2/2025 Grey Fox Wealth Advisors LLC288,986$28.59M7.6%-5.1%0.023%
5/2/2025 United Community Bank17,309$1.71M0.6%-8.1%0.001%
5/2/2025 Firestone Capital Management89,671$8.87M2.3%-1.5%0.007%
5/2/2025 Dakota Wealth Management295,123$29.19M0.7%+1.6%0.024%
5/2/2025 SBI Securities Co. Ltd.235,753$23.32M0.8%+7.0%0.019%
5/2/2025 Apollon Financial LLC10,776$1.07M0.3%-6.7%0.001%
5/2/2025 Apollon Wealth Management LLC60,696$6.00M0.1%-3.5%0.005%
5/2/2025 Sigma Planning Corp178,494$17.66M0.6%+0.5%0.014%
5/2/2025 Transcendent Capital Group LLC3,744$370K0.2%-3.7%0.000%
5/2/2025 Catalyst Financial Partners LLC198,321$19.62M3.6%+4.9%0.016%
5/2/2025 Signaturefd LLC10,100$999K0.0%-13.9%0.001%
5/2/2025 Slow Capital Inc.94,020$9.30M1.2%-1.2%0.008%
5/1/2025 Florida Financial Advisors LLC9,067$897K0.4%+20.6%0.001%
5/1/2025 MTM Investment Management LLC370$37K0.0%N/A0.000%
5/1/2025 Pointe Capital Management LLC9,375$927K0.5%+13.6%0.001%
5/1/2025 Zullo Investment Group Inc.2,525$250K0.1%-4.3%0.000%
5/1/2025 Oldfather Financial Services LLC102,673$10.16M3.9%+9.3%0.008%
5/1/2025 Reyes Financial Architecture Inc.44,754$4.43M3.3%+409.0%0.004%
5/1/2025 Asset Dedication LLC722$71K0.0%+178.8%0.000%
5/1/2025 Cahaba Wealth Management Inc.1,553,935$153.72M12.7%+2.7%0.124%
5/1/2025 Smith Thornton Advisors LLC9,936$983K0.6%-66.3%0.001%
5/1/2025 Woodside Wealth Management LLC6,012$595K0.6%N/A0.000%
5/1/2025 CWM LLC604,280$59.78M0.2%-11.2%0.048%
5/1/2025 GoalFusion Wealth Management LLC473,921$46.88M25.7%+4.9%0.038%
5/1/2025 TruNorth Capital Management LLC9,685$958K0.2%-11.0%0.001%
5/1/2025 High Note Wealth LLC163,812$16.20M4.0%+96.1%0.013%
5/1/2025 Westmount Partners LLC3,444$341K0.1%N/A0.000%
5/1/2025 Fulton Breakefield Broenniman LLC377,567$37.35M2.7%+12.2%0.030%
5/1/2025 Stephens Inc. AR87,861$8.69M0.1%-4.2%0.007%
5/1/2025 Schechter Investment Advisors LLC23,599$2.33M0.2%-41.1%0.002%
5/1/2025 FDx Advisors Inc.91,484$9.05M2.9%-8.2%0.007%
5/1/2025 Realta Investment Advisors12,328$1.22M0.6%-6.4%0.001%
5/1/2025 Northwest Capital Management Inc35,153$3.48M1.4%-7.0%0.003%
5/1/2025 Walker Financial Services Inc.432,524$42.79M22.4%+12.3%0.035%
5/1/2025 Ballentine Partners LLC15,507$1.53M0.0%+2.4%0.001%
5/1/2025 Family Firm Inc.56,094$5.55M1.2%+2.3%0.004%
5/1/2025 Auour Investments LLC20,404$2.02M0.7%-1.4%0.002%
5/1/2025 Rational Advisors Inc.796,899$78.83M8.0%-9.0%0.064%
5/1/2025 Grant GrossMendelsohn LLC37,699$3.73M2.1%-16.8%0.003%
5/1/2025 ARK & TLK Investments LLC6,161$609K0.2%+10.4%0.000%
5/1/2025 Forum Private Client Group LLC49,656$4.91M2.1%-2.6%0.004%
5/1/2025 Hippocratic Financial Advisors LLC3,124$309K0.2%-7.7%0.000%
5/1/2025 Beirne Wealth Consulting Services LLC461,574$45.66M16.3%+1.1%0.037%
5/1/2025 Quest 10 Wealth Builders Inc.11,920$1.18M1.3%+5.4%0.001%
5/1/2025 Omega Financial Group LLC168,444$16.66M6.4%+5.1%0.013%
5/1/2025 WealthTrust Asset Management LLC59,044$5.84M4.3%-0.7%0.005%
5/1/2025 Fifth Third Securities Inc.104,811$10.37M0.9%-11.9%0.008%
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5/1/2025 Manuka Financial LLC4,844$479K0.3%-15.2%0.000%
5/1/2025 Gateway Wealth Partners LLC5,512$545K0.1%+18.9%0.000%
5/1/2025 Fonville Wealth Management LLC13,175$1.30M0.4%+322.0%0.001%
5/1/2025 Country Club Bank5,265$520K0.0%-15.3%0.000%
5/1/2025 Croban25,697$2.54M2.3%N/A0.002%
4/30/2025 Genus Capital Management Inc.174,270$17.24M2.5%-201.9%0.014%
4/30/2025 Weil Company Inc.5,718$566K0.2%-55.5%0.000%
4/30/2025 Joseph Group Capital Management2,456$243K0.1%+20.0%0.000%
4/30/2025 Christopher J. Hasenberg Inc6,695$663K0.3%+6.3%0.001%
4/30/2025 Vestia Personal Wealth Advisors2,060$204K0.2%-17.4%0.000%
(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, 2,285 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. ($4.80B), 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 2,061 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. ($17.70M), 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 553,697,988 shares in the last 24 months. This purchase volume represents approximately $54.00B in transactions.

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

Of the 1,411 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. ($13.32M), 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 147,923,915 shares in the last 24 months. This volume of shares sold represents approximately $14.45B in transactions.


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This page (NYSEARCA:AGG) was last updated on 5/3/2025 by MarketBeat.com Staff
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