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

iShares Core U.S. Aggregate Bond ETF logo
$97.96 -0.35 (-0.36%)
As of 06/13/2025 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)
1600
Total
Institutional Inflows
(last 12 months)
$31.95B
Number of
Institutional Sellers
(last 12 months)
1024
Total
Institutional Outflows
(last 12 months)
$7.40B
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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
6/6/2025 eCIO Inc.369,352$36.54M12.2%N/A0.029%
6/6/2025 Blue Oak Capital LLC127,411$12.60M7.0%+6.5%0.010%
6/4/2025 First Hawaiian Bank213,529$21.12M1.0%-28.2%0.017%
6/2/2025 Modern Wealth Management LLC123,334$12.20M0.4%+2,309.3%0.010%
5/29/2025 Wilshire Advisors LLC272,362$26.94M9.4%-45.9%0.022%
5/29/2025 Apeiron RIA LLC5,016$496K0.1%+110.7%0.000%
5/28/2025 Jones Financial Companies Lllp138,625,924$13.69B12.3%+7.5%11.002%
5/28/2025 Wealth Management Associates Inc.31,703$3.14M1.3%+11.1%0.003%
5/28/2025 Turn8 Private Wealth Inc.30,043$3M2.3%+13.1%0.002%
5/27/2025 Jacobi Capital Management LLC6,402$633K0.0%-28.9%0.001%
5/21/2025 MBL Wealth LLC4,761$471K0.0%-32.0%0.000%
5/21/2025 McAdam LLC44,009$4.35M0.3%-12.3%0.003%
5/21/2025 Geneos Wealth Management Inc.63,651$6.30M0.2%-43.2%0.005%
5/21/2025 CBM Financial LLC60,957$5.95M4.9%N/A0.005%
5/20/2025 Acorns Advisers LLC12,513,772$1.24B11.9%+2.3%0.993%
5/20/2025 Tenret Co LLC2,990$296K0.2%+19.8%0.000%
5/20/2025 Fortis Capital Advisors LLC23,341$2.31M0.5%+630.1%0.002%
5/20/2025 Belpointe Asset Management LLC46,247$4.57M0.2%+354.5%0.004%
5/20/2025 Focus Partners Wealth805,134$79.64M0.2%-0.2%0.064%
5/20/2025 Integrity Alliance LLC.276,575$27.36M1.1%+47.5%0.022%
5/20/2025 Glenview Trust co48,124$4.76M0.1%+14.8%0.004%
5/19/2025 SageView Advisory Group LLC3,391,240$335.46M14.3%+7.9%0.269%
5/19/2025 Advisory Alpha LLC9,715$961K0.0%+18.8%0.001%
5/19/2025 Client 1ST Advisory Group LLC2,430$240K0.1%-65.9%0.000%
5/19/2025 SCS Capital Management LLC172,786$17.09M0.2%-11.6%0.014%
5/16/2025 Semmax Financial Advisors Inc.620$61K0.0%+1,966.7%0.000%
5/16/2025 Ascent Group LLC375,968$37.19M1.6%+86.5%0.030%
5/16/2025 Coppell Advisory Solutions LLC8,599$851K0.1%-56.5%0.001%
5/16/2025 Arete Wealth Advisors LLC91,834$9.08M0.7%+2.5%0.007%
5/16/2025 Signature Estate & Investment Advisors LLC5,555$549K0.0%-7.3%0.000%
5/16/2025 Ashton Thomas Private Wealth LLC53,646$5.31M0.2%-7.1%0.004%
5/16/2025 Guardian Partners Inc.7,314$715K0.1%-2.8%0.001%
5/16/2025 Goldman Sachs Group Inc.21,095,135$2.09B0.3%+13.9%1.674%
5/16/2025 Cape Investment Advisory Inc.1,896$188K0.1%+168.9%0.000%
5/16/2025 Jones Financial Companies Lllp137,933,526$13.62B12.4%+7.0%10.947%
5/16/2025 Financial Strategies Group Inc.35,322$3.46M0.8%-11.1%0.003%
5/16/2025 Talon Private Wealth LLC2,764$273K0.0%-16.2%0.000%
5/16/2025 Tolleson Wealth Management Inc.9,649$954K0.2%-3.9%0.001%
5/16/2025 U S Wealth Group LLC.80,443$7.96M6.3%-2.6%0.006%
5/16/2025 Sheridan Capital Management LLC181,116$17.92M13.1%+0.5%0.014%
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5/16/2025 Rise Advisors LLC3,015$298K0.1%-9.7%0.000%
5/16/2025 Punch & Associates Investment Management Inc.300$30K0.0%-50.4%0.000%
5/16/2025 Passaic Partners LLC294,998$29.18M4.4%-13.9%0.023%
5/16/2025 NewEdge Advisors LLC786,211$77.77M0.5%-4.0%0.062%
5/16/2025 Integrated Wealth Concepts LLC208,072$20.58M0.2%+29.5%0.017%
5/16/2025 Gotham Asset Management LLC232,512$23M0.2%+622.1%0.018%
5/16/2025 Greenline Partners LLC19,545$1.93M0.3%+6,046.2%0.002%
5/16/2025 Hancock Whitney Corp279,342$27.63M0.9%-2.8%0.022%
5/16/2025 Eight 31 Financial LLC161,265$15.95M10.2%+764.1%0.013%
5/16/2025 Concorde Asset Management LLC2,383$233K0.1%-6.4%0.000%
5/16/2025 Curi RMB Capital LLC12,938$1.28M0.0%-11.5%0.001%
5/16/2025 Alliancebernstein L.P.2,569,931$254.22M0.1%+5.6%0.204%
5/16/2025 AlTi Global Inc.56,081$5.55M0.1%+17.2%0.004%
5/16/2025 Algorithmic Investment Models LLC27,300$2.70M2.0%-7.7%0.002%
5/16/2025 AlphaQ Advisors LLC66,227$6.55M15.7%-17.4%0.005%
5/16/2025 Ancora Advisors LLC53,228$5.27M0.1%+12.1%0.004%
5/16/2025 Aprio Wealth Management LLC11,917$1.18M0.1%+26.1%0.001%
5/16/2025 1607 Capital Partners LLC583,255$57.70M4.6%+20.7%0.046%
5/15/2025 Promethium Advisors LLC3,112$308K0.2%-14.7%0.000%
5/15/2025 EP Wealth Advisors LLC2,345,970$232.06M1.9%+1.3%0.186%
5/15/2025 LGL Partners LLC88,244$8.73M4.2%-6.3%0.007%
5/15/2025 Focus Partners Advisor Solutions LLC60,429$5.98M0.1%+17.2%0.005%
5/15/2025 First Financial Bankshares Inc13,374$1.32M0.0%N/A0.001%
5/15/2025 Alamar Capital Management LLC56,394$5.58M3.3%+22.7%0.004%
5/15/2025 Flputnam Investment Management Co.6,422$635K0.0%-17.6%0.001%
5/15/2025 Royal Bank of Canada5,076,363$502.15M0.1%-2.4%0.403%
5/15/2025 Betterment LLC21,876,462$2.16B5.1%+10.0%1.736%
5/15/2025 MAI Capital Management325,521$32.20M0.2%+6.9%0.026%
5/15/2025 Calton & Associates Inc.6,438$637K0.1%+3.7%0.001%
5/15/2025 Brasada Capital Management LP10,605$1.04M0.2%+6.5%0.001%
5/15/2025 Hayek Kallen Investment Management17,879$1.77M0.7%-3.4%0.001%
5/15/2025 Connecticut Wealth Management LLC20,635$2.04M0.1%-24.4%0.002%
5/15/2025 Insight Wealth Partners LLC2,868$284K0.0%-39.8%0.000%
5/15/2025 Titleist Asset Management LLC6,189$612K0.1%-43.6%0.000%
5/15/2025 Baird Financial Group Inc.429,015$42.44M0.1%+1.0%0.034%
5/15/2025 Pinnacle Wealth Planning Services Inc.43,805$4.33M0.7%-3.4%0.003%
5/15/2025 OLD Mission Capital LLC816,385$80.76M1.1%+296.8%0.065%
5/15/2025 All Terrain Financial Advisors LLC70,946$7.02M2.2%+6.8%0.006%
5/15/2025 Vermillion & White Wealth Management Group LLC1,596$158K0.1%+1,264.1%0.000%
5/15/2025 TD Capital Management LLC277,185$27.42M2.8%-0.5%0.022%
5/15/2025 Gerber Kawasaki Wealth & Investment Management847,280$83.81M3.8%+10.6%0.067%
5/15/2025 Oarsman Capital Inc.39,786$3.94M0.7%-7.4%0.003%
5/15/2025 BNP Paribas Financial Markets963,520$95.31M0.1%+0.8%0.076%
5/15/2025 D L Carlson Investment Group Inc.38,071$3.77M0.7%-4.0%0.003%
5/14/2025 Transamerica Financial Advisors LLC15,144$1.50M0.2%-3.6%0.001%
5/14/2025 Triad Wealth Partners LLC26,969$2.67M0.8%+20.6%0.002%
5/14/2025 Note Advisors LLC3,797$376K0.3%-23.7%0.000%
5/14/2025 Ieq Capital LLC43,112$4.27M0.0%+157.1%0.003%
5/14/2025 CreativeOne Wealth LLC52,537$5.20M0.2%+5.7%0.004%
5/14/2025 Quadcap Wealth Management LLC5,013$496K0.1%-26.0%0.000%
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5/14/2025 Redwood Investment Management LLC6,049$598K0.1%-91.2%0.000%
5/14/2025 Per Stirling Capital Management LLC.10,137$1.00M0.1%+9.1%0.001%
5/14/2025 PKS Advisory Services LLC51,704$5.11M1.5%+10.3%0.004%
5/14/2025 Potomac Fund Management Inc. ADV8,773$853K0.9%-12.5%0.001%
5/14/2025 Evergreen Wealth Solutions LLC6,378$631K0.4%-41.2%0.001%
5/14/2025 Arizona PSPRS Trust13,436,636$1.33B45.1%+0.7%1.066%
5/14/2025 Brooks Moore & Associates Inc.12,400$1.23M0.7%+148.0%0.001%
5/14/2025 Full Sail Capital LLC408,258$40.39M2.6%+1.0%0.032%
5/14/2025 Bakala Capital LLC16,461$1.63M9.3%+22.0%0.001%
5/14/2025 Apexium Financial LP72,736$7.20M0.4%-9.2%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, 2,295 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 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 2,072 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. ($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 560,391,159 shares in the last 24 months. This purchase volume represents approximately $54.63B in transactions.

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

Of the 1,435 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. ($5.94M), FMR LLC ($4.45M), Ameriprise Financial Inc. ($4.28M), and Envestnet Portfolio Solutions Inc. ($3.94M).

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

Institutional investors have sold a total of 145,881,529 shares in the last 24 months. This volume of shares sold represents approximately $14.24B in transactions.


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This page (NYSEARCA:AGG) was last updated on 6/16/2025 by MarketBeat.com Staff
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