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

iShares Core U.S. Aggregate Bond ETF logo
$99.59 +0.12 (+0.12%)
As of 08/28/2025 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)
1646
Total
Institutional Inflows
(last 12 months)
$34.08B
Number of
Institutional Sellers
(last 12 months)
1137
Total
Institutional Outflows
(last 12 months)
$8.68B
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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
8/28/2025Midwestern Financial LLC IA75,693$7.51M7.0%N/A0.006%
8/27/2025 Orion Porfolio Solutions LLC930,317$92.29M0.8%+26.5%0.072%
8/26/2025 Thrivent Financial for Lutherans356,438$35.36M0.1%-61.1%0.027%
8/25/2025 Silverlake Wealth Management LLC3,225$320K0.1%N/A0.000%
8/25/2025 Hilltop Partners LLC6,256$621K0.2%-5.6%0.000%
8/22/2025 Carter Financial Group INC.4,110$408K0.3%N/A0.000%
8/22/2025 TT Capital Management LLC17,351$1.70M0.6%N/A0.001%
8/20/2025 Forefront Wealth Partners LLC104,487$10.13M6.8%-7.0%0.008%
8/20/2025 Coppell Advisory Solutions LLC10,440$1.03M0.1%+21.4%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.84,556$8.39M0.4%N/A0.007%
8/19/2025 MRP Capital Investments LLC7,404$734K0.5%+5.1%0.001%
8/19/2025 Advisory Services Network LLC219,448$21.64M0.4%-6.1%0.017%
8/19/2025 Anchor Investment Management LLC2,750$273K0.0%+221.3%0.000%
8/19/2025 Delos Wealth Advisors LLC24,694$2.45M1.9%-19.8%0.002%
8/19/2025 Asset Dedication LLC316$31K0.0%-56.2%0.000%
8/19/2025 Pitcairn Co.14,354$1.42M0.1%-34.8%0.001%
8/18/2025 Tyler Stone Wealth Management12,232$1.21M0.2%-4.2%0.001%
8/18/2025 Tactive Advisors LLC19,370$1.92M0.6%N/A0.001%
8/18/2025 Geneos Wealth Management Inc.107,826$10.70M0.3%+69.4%0.008%
8/18/2025 Hollencrest Capital Management26,042$2.58M0.1%-3.4%0.002%
8/18/2025 V2 Financial group LLC11,223$1.11M0.7%-2.3%0.001%
8/18/2025 Westwood Holdings Group Inc.131,825$13.08M0.1%+8.1%0.010%
8/18/2025 Johns Hopkins University11,713,596$1.16B61.4%-11.7%0.903%
8/16/2025 Parr Mcknight Wealth Management Group LLC10,273$1.02M0.1%-16.0%0.001%
8/15/2025 Strategic Investment Advisors MI2,913$289K0.0%+5.1%0.000%
8/15/2025 Tower Research Capital LLC TRC 165,630$16.43M0.4%+1,637.4%0.013%
8/15/2025 Howland Capital Management LLC15,125$1.50M0.1%+8.4%0.001%
8/15/2025 Brooks Moore & Associates Inc.12,600$1.24M0.7%+1.6%0.001%
8/15/2025 Global View Capital Management LLC19,046$1.89M0.6%-6.0%0.001%
8/15/2025 North Ridge Wealth Advisors Inc.288$29K0.0%N/A0.000%
8/15/2025 U S Wealth Group LLC.73,958$7.34M5.7%-8.1%0.006%
8/15/2025 Asset Allocation Strategies LLC58,778$5.83M1.1%+84.1%0.005%
8/15/2025 FFT Wealth Management LLC50,366$4.99M1.0%-40.1%0.004%
8/15/2025 LGL Partners LLC75,264$7.46M3.3%-14.7%0.006%
8/15/2025 Blue Edge Capital LLC41,810$4.15M0.6%N/A0.003%
8/15/2025 Rakuten Securities Inc.337$33K0.0%-64.1%0.000%
8/15/2025 Corient Private Wealth LLC927,618$92.02M0.1%-53.2%0.071%
8/15/2025 Equitable Holdings Inc.403,906$40.07M0.3%+1.8%0.031%
8/15/2025 Florida Financial Advisors LLC8,614$854K0.3%-5.0%0.001%
8/15/2025 Hayek Kallen Investment Management16,547$1.64M0.6%-7.5%0.001%
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8/15/2025 Captrust Financial Advisors8,191,211$812.57M1.8%+6.6%0.631%
8/15/2025 Blue Chip Partners LLC108,209$10.73M0.9%-5.1%0.008%
8/15/2025 Keel Point LLC420,922$41.76M2.8%+1.5%0.032%
8/15/2025 Fidelity D & D Bancorp Inc.2,601$258K0.2%N/A0.000%
8/15/2025 Pine Ridge Advisers LLC3,543$351K0.0%N/A0.000%
8/15/2025 Truefg LLC5,945$590K0.2%-7.4%0.000%
8/15/2025 United Services Automobile Association5,022,980$498.28M51.8%+70.1%0.387%
8/15/2025 Cooksen Wealth LLC25,009$2.48M2.0%+7.1%0.002%
8/15/2025 WFA of San Diego LLC2,100$208K0.2%N/A0.000%
8/15/2025 Visionary Wealth Advisors253,014$25.10M1.3%+8.2%0.020%
8/15/2025 Voya Financial Advisors Inc.18,385$1.82M0.2%+11.9%0.001%
8/15/2025 Tandem Wealth Advisors LLC374,285$37.13M18.4%-5.4%0.029%
8/15/2025 Tidal Investments LLC911,028$90.08M0.5%-7.1%0.070%
8/15/2025 Smartleaf Asset Management LLC69,920$6.91M0.6%+2.8%0.005%
8/15/2025 Snowden Capital Advisors LLC35,406$3.51M0.1%-3.5%0.003%
8/15/2025 Oxford Financial Group LTD. LLC1,263$125K0.0%+28.7%0.000%
8/15/2025 Orion Porfolio Solutions LLC10,161$1.01M0.0%-98.6%0.001%
8/15/2025 MML Investors Services LLC1,371,172$136.02M0.4%-11.3%0.106%
8/15/2025 Man Group plc267,641$26.55M0.1%-14.3%0.021%
8/15/2025 Modern Wealth Management LLC133,594$13.25M0.3%+8.3%0.010%
8/15/2025 Lazard Asset Management LLC278,910$27.67M0.0%+4.3%0.021%
8/15/2025 LM Advisors LLC3,273$325K0.0%N/A0.000%
8/15/2025 IHT Wealth Management LLC120,254$11.93M0.3%+1.4%0.009%
8/15/2025 Great Valley Advisor Group Inc.301,681$29.93M0.7%-12.7%0.023%
8/15/2025 Gallagher Fiduciary Advisors LLC1,412,774$140.15M0.2%+7,255.9%0.109%
8/15/2025 Garden State Investment Advisory Services LLC5,669$562K0.1%+3.3%0.000%
8/15/2025 Elevatus Welath Management3,585$356K0.1%-98.0%0.000%
8/15/2025 EP Wealth Advisors LLC2,370,636$235.17M1.5%+1.1%0.183%
8/15/2025 Engineers Gate Manager LP17,183$1.71M0.0%N/A0.001%
8/15/2025 Curi Capital LLC13,736$1.36M0.0%+6.2%0.001%
8/15/2025 Benjamin Edwards Inc.131,671$13.06M0.2%+51.1%0.010%
8/15/2025 BNP Paribas Financial Markets998,365$99.04M0.1%+3.6%0.077%
8/15/2025 Balanced Rock Investment Advisors LLC5,424$538K0.4%-8.6%0.000%
8/15/2025 Bank of America Corp DE43,902,750$4.36B0.3%+4.6%3.384%
8/15/2025 Ameriprise Financial Inc.14,563,031$1.44B0.4%-1.9%1.122%
8/14/2025 Connecticut Wealth Management LLC15,474$1.54M0.1%-25.0%0.001%
8/14/2025 Florida Financial Advisors LLC8,614$854K0.6%-5.0%0.001%
8/14/2025 MGB Wealth Management LLC3,579$354K0.1%N/A0.000%
8/14/2025 Paloma Partners Management Co91,629$9.09M1.3%N/A0.007%
8/14/2025 First Citizens Asset Management Inc.585,707$58.10M22.6%-10.9%0.045%
8/14/2025 Camarda Financial Advisors LLC10,140$1.01M0.4%-33.8%0.001%
8/14/2025 Bakala Capital LLC15,709$1.56M8.9%-4.6%0.001%
8/14/2025 Sentinel Wealth Management Inc.14,698$1.46M1.4%N/A0.001%
8/14/2025 Ausdal Financial Partners Inc.81,498$8.09M0.5%-3.9%0.006%
8/14/2025 Raymond James Financial Inc.77,335,290$7.67B2.6%-4.9%5.960%
8/14/2025 Darwin Wealth Management LLC1,065$106K0.0%N/A0.000%
8/14/2025 Betterment LLC23,067,850$2.29B4.9%+5.4%1.778%
8/14/2025 Quantinno Capital Management LP13,419$1.33M0.0%+7.6%0.001%
8/14/2025 Diversify Advisory Services LLC26,249$2.60M0.1%-29.6%0.002%
8/14/2025 Alliancebernstein L.P.2,562,997$254.25M0.1%-0.3%0.198%
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8/14/2025 Objective Capital Management LLC14,038$1.39M1.6%-5.3%0.001%
8/14/2025 Peapack Gladstone Financial Corp6,808$675K0.0%-8.9%0.001%
8/14/2025 Tennessee Valley Asset Management Partners6,040$599K0.2%-55.7%0.000%
8/14/2025 HUB Investment Partners LLC4,294$426K0.0%-27.6%0.000%
8/14/2025 Ieq Capital LLC47,381$4.70M0.0%+9.9%0.004%
8/14/2025 Main Street Financial Solutions LLC219,635$21.79M1.6%+2.4%0.017%
8/14/2025 Glenview Trust co50,728$5.03M0.1%+5.4%0.004%
8/14/2025 The Manufacturers Life Insurance Company 7,555$749K0.0%-85.7%0.001%
8/14/2025 Sand Hill Global Advisors LLC647,256$64.21M2.4%+2.4%0.050%
8/14/2025 German American Bancorp Inc.3,981$395K0.0%-8.3%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, 2,302 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. ($7.67B), Raymond James & Associates ($7.20B), Envestnet Asset Management Inc. ($5.38B), Wells Fargo & Company MN ($5.22B), US Bancorp DE ($4.36B), and Bank of America Corp DE ($4.36B).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 2,076 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 ($28.68M), Sagespring Wealth Partners LLC ($25.52M), US Bancorp DE ($23.61M), Envestnet Portfolio Solutions Inc. ($19.79M), Envestnet Asset Management Inc. ($15.30M), and Arizona PSPRS Trust ($13.44M).

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

Institutional investors have bought a total of 346,977,551 shares in the last 24 months. This purchase volume represents approximately $34.08B in transactions.

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

Of the 1,137 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 ($6.18M), Ameriprise Financial Inc. ($4.57M), Factory Mutual Insurance Co. ($4.50M), Raymond James Financial Inc. ($3.96M), JPMorgan Chase & Co. ($3.41M), US Bancorp DE ($3.21M), and Envestnet Asset Management Inc. ($3.11M).

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

Institutional investors have sold a total of 88,052,011 shares in the last 24 months. This volume of shares sold represents approximately $8.68B in transactions.


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This page (NYSEARCA:AGG) was last updated on 8/29/2025 by MarketBeat.com Staff
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