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

iShares Core U.S. Aggregate Bond ETF logo
$98.04 -0.01 (-0.01%)
As of 07/14/2025 04:10 PM Eastern

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)
1596
Total
Institutional Inflows
(last 12 months)
$32.19B
Number of
Institutional Sellers
(last 12 months)
1028
Total
Institutional Outflows
(last 12 months)
$7.41B
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AGG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Gridiron Partners LLC425,625$42.22M26.2%+4.7%0.033%
7/14/2025ABLE Financial Group LLC9,601$952K0.2%-15.1%0.001%
7/14/2025U.S. Capital Wealth Advisors LLC7,360$730K0.0%+5.1%0.001%
7/14/2025Farmers & Merchants Investments Inc.72,091$7.15M0.2%+1.1%0.006%
7/14/2025Narus Financial Partners LLC19,278$1.91M0.6%+0.9%0.001%
7/14/2025Lewis Asset Management LLC3,513$348K0.2%N/A0.000%
7/14/2025Flagstar Advisors Inc.84,336$8.37M2.3%-12.3%0.006%
7/14/2025Toth Financial Advisory Corp336$33K0.0%-43.6%0.000%
7/14/2025Abound Wealth Management405,627$40.24M11.4%+4.3%0.031%
7/14/2025Park Avenue Securities LLC553,973$54.95M0.5%-0.6%0.042%
7/14/2025Sterling Group Wealth Management LLC5,700$565K0.3%-9.5%0.000%
7/14/2025Matrix Trust Co238,708$23.68M3.8%+1.4%0.018%
7/14/2025Sowell Financial Services LLC204,498$20.29M0.8%-1.6%0.016%
7/14/2025Physician Wealth Advisors Inc.8,629$856K0.1%-11.2%0.001%
7/11/2025Westfuller Advisors LLC7,002$695K0.4%-63.6%0.001%
7/11/2025Annex Advisory Services LLC3,523$349K0.0%-14.1%0.000%
7/11/2025Skyline Advisors Inc.18,844$1.87M0.7%-5.0%0.001%
7/11/2025Prosperity Planning Inc.29,121$2.89M0.8%-2.1%0.002%
7/11/2025Bond & Devick Financial Network Inc.9,621$954K0.3%+58.4%0.001%
7/11/2025Ullmann Wealth Partners Group LLC50,027$4.96M0.6%+14.5%0.004%
7/11/2025Scott Capital Advisors LLC2,484$245K0.1%-11.0%0.000%
7/11/2025Compass Ion Advisors LLC36,145$3.59M0.4%+2.1%0.003%
7/11/2025Orrstown Financial Services Inc.19,246$1.91M0.4%-7.6%0.001%
7/11/2025Farther Finance Advisors LLC218,741$21.70M0.4%+7.0%0.017%
7/11/2025CX Institutional51,567$5.12M0.2%-29.5%0.004%
7/11/2025Adirondack Trust Co.35,896$3.56M1.3%+9.3%0.003%
7/11/2025Walker Financial Services Inc.457,781$45.41M20.6%+5.8%0.035%
7/11/2025William Howard & Co Financial Advisors Inc9,340$927K0.8%-1.3%0.001%
7/11/2025Pinnacle Bancorp Inc.15,064$1.49M0.5%-4.7%0.001%
7/11/2025Addis & Hill Inc94,971$9.42M6.2%+1.6%0.007%
7/11/2025Thomasville National Bank2,655$263K0.0%-35.5%0.000%
7/11/2025LongView Wealth Management15,497$1.54M0.5%+22.1%0.001%
7/11/2025Essex Savings Bank2,300$228K0.1%-9.0%0.000%
7/11/2025Phillips Wealth Planners LLC12,533$1.23M1.1%-5.8%0.001%
7/11/2025Diversified Trust Co176,789$17.54M0.4%-1.3%0.014%
7/11/2025Bell Bank529,906$52.57M2.5%-3.9%0.041%
7/11/2025International Private Wealth Advisors LLC8,918$885K0.8%-11.8%0.001%
7/11/2025MKD Wealth Coaches LLC70,497$6.99M7.4%-2.8%0.005%
7/11/2025Grove Bank & Trust56,217$5.58M0.7%+2.4%0.004%
7/10/2025 Orgel Wealth Management LLC8,017$795K0.0%+34.5%0.001%
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7/10/2025 Legacy Financial Strategies LLC399,164$39.60M7.8%+0.5%0.031%
7/10/2025 Oldfather Financial Services LLC103,794$10.30M3.5%+1.1%0.008%
7/10/2025 Charter Oak Capital Management LLC1,706,856$169.32M14.3%+2.4%0.131%
7/10/2025 Voisard Asset Management Group Inc.16,421$1.63M0.4%-58.6%0.001%
7/10/2025 Worth Asset Management LLC12,713$1.26M0.6%+64.7%0.001%
7/10/2025 Sterling Investment Advisors LLC ADV31,048$3.08M1.4%-7.0%0.002%
7/10/2025 P E Global LLC513,048$50.89M10.6%+8.2%0.039%
7/10/2025 Exchange Traded Concepts LLC1,310,076$129.96M1.6%N/A0.100%
7/10/2025 Envision Financial LLC22,804$2.26M1.5%-7.2%0.002%
7/10/2025 Bigelow Investment Advisors LLC26,952$2.67M1.2%-0.7%0.002%
7/10/2025 Affiance Financial LLC734,676$72.88M14.8%+12.6%0.056%
7/10/2025 NorthCrest Asset Manangement LLC186,441$18.36M0.5%+0.9%0.014%
7/10/2025 Community Trust & Investment Co.3,400$337K0.0%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC16,505,965$1.63B2.7%+8.6%1.265%
7/10/2025 Strathmore Capital Advisors Inc.6,565$647K0.3%N/A0.001%
7/10/2025 Atticus Wealth Management LLC2,854$283K0.1%-59.5%0.000%
7/10/2025 Sharkey Howes & Javer10,654$1.06M0.1%-73.3%0.001%
7/10/2025 Capital Advisory Group Advisory Services LLC30,700$3.05M1.1%-3.7%0.002%
7/10/2025 High Net Worth Advisory Group LLC135,867$13.48M3.6%-3.1%0.010%
7/10/2025 Uptown Financial Advisors LLC6,168$612K0.5%N/A0.000%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA2,448$243K0.1%+31.4%0.000%
7/10/2025 Stonekeep Investments LLC37,633$3.73M2.5%+1.3%0.003%
7/10/2025 KMG Fiduciary Partners LLC90,890$9.02M0.7%+10.0%0.007%
7/10/2025 Signal Advisors Wealth LLC192,483$19.09M1.5%-20.4%0.015%
7/10/2025 Professional Financial Advisors LLC675,358$67.00M15.5%+1.0%0.052%
7/10/2025 Focus Financial Network Inc.496,895$49.29M1.9%-22.8%0.038%
7/10/2025 Sunflower Bank N.A.553,090$54.87M13.9%+6.1%0.042%
7/10/2025 Sovran Advisors LLC34,924$3.43M0.4%+236.1%0.003%
7/9/2025 Lake Hills Wealth Management LLC19,012$1.89M1.1%-2.2%0.001%
7/9/2025 Finley Financial LLC8,210$814K0.4%+43.8%0.001%
7/9/2025 Intelligence Driven Advisers LLC17,871$1.77M0.3%+6.4%0.001%
7/9/2025 Dynamic Advisor Solutions LLC35,320$3.50M0.1%+2.1%0.003%
7/9/2025 Lineweaver Wealth Advisors LLC278,026$27.58M4.4%+7.5%0.021%
7/9/2025 Defined Wealth Management LLC3,854$382K0.2%+5.0%0.000%
7/9/2025 O Brien Wealth Partners LLC2,420$240K0.0%-7.9%0.000%
7/9/2025 Radnor Capital Management LLC2,989$297K0.0%-14.7%0.000%
7/9/2025 PFW Advisors LLC64,450$6.39M2.0%-1.1%0.005%
7/9/2025 Navigation Wealth Management Inc.14,257$1.41M2.1%+517.2%0.001%
7/9/2025 Pines Wealth Management LLC2,665$262K0.1%-5.0%0.000%
7/9/2025 Chesley Taft & Associates LLC80,502$7.99M0.4%+1.0%0.006%
7/9/2025 Procyon Advisors LLC11,915$1.18M0.1%-1.8%0.001%
7/9/2025 Graves Light Lenhart Wealth Inc.1,010,986$100.29M11.9%+1.3%0.077%
7/9/2025 Affinity Capital Advisors LLC3,049$302K0.1%-8.6%0.000%
7/9/2025 Goelzer Investment Management Inc.3,378$335K0.0%+4.0%0.000%
7/9/2025 Fermata Advisors LLC12,208$1.21M0.3%-29.9%0.001%
7/9/2025 Thrive Wealth Management LLC30,488$3.02M0.5%N/A0.002%
7/9/2025 Balefire LLC17,950$1.78M0.4%+202.0%0.001%
7/9/2025 Alesco Advisors LLC23,040$2.29M0.1%-3.3%0.002%
7/9/2025 Epiq Partners LLC81,917$8.13M4.1%+5.0%0.006%
7/9/2025 Fiduciary Alliance LLC2,334$232K0.0%N/A0.000%
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7/9/2025 First Bank & Trust294,184$29.18M5.2%+6.3%0.023%
7/9/2025 Exchange Bank34,273$3.40M2.7%-12.9%0.003%
7/9/2025 Parkside Advisors LLC272,892$27.07M5.9%+1.8%0.021%
7/9/2025 Triumph Capital Management8,338$827K0.2%-23.5%0.001%
7/9/2025 Central Bank & Trust Co.122,631$12.17M2.0%-11.6%0.009%
7/9/2025 Pacific Capital Wealth Advisors Inc.21,807$2.14M0.4%-53.3%0.002%
7/9/2025 Summit Financial Consulting LLC11,365$1.13M1.0%+3.0%0.001%
7/9/2025 Christopher J. Hasenberg Inc96,628$9.59M3.6%+1,343.3%0.007%
7/9/2025 HFG Wealth Management LLC6,471$640K0.4%+26.3%0.000%
7/9/2025 Lifestyle Asset Management Inc.85,629$8.49M4.0%-0.1%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, 2,294 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 ($13.69B), Raymond James Financial Inc. ($8.04B), 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 iShares Core U.S. Aggregate Bond ETF's institutional investors.

What percentage of iShares Core U.S. Aggregate Bond ETF's stock is owned by institutional investors?

83.63% of iShares Core U.S. Aggregate Bond ETF's 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's stock?

Of the 2,069 institutional investors that purchased iShares Core U.S. Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($81.29M), Jones Financial Companies Lllp ($31.44M), Sagespring Wealth Partners LLC ($25.52M), Raymond James & Associates ($19.97M), Envestnet Portfolio Solutions Inc. ($17.70M), Envestnet Asset Management Inc. ($17.11M), and US Bancorp DE ($15.50M).

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

Institutional investors have bought a total of 328,464,776 shares in the last 24 months. This purchase volume represents approximately $32.18B in transactions.

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

Of the 1,027 institutional investors that sold iShares Core U.S. Aggregate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: United Services Automobile Association ($7.17M), Ameriprise Financial Inc. ($4.28M), Envestnet Portfolio Solutions Inc. ($3.65M), JPMorgan Chase & Co. ($3.41M), US Bancorp DE ($3.21M), Envestnet Asset Management Inc. ($3.11M), and International Assets Investment Management LLC ($2.39M).

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

Institutional investors have sold a total of 75,382,221 shares in the last 24 months. This volume of shares sold represents approximately $7.40B in transactions.



This page (NYSEARCA:AGG) was last updated on 7/15/2025 by MarketBeat.com Staff
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