Free Trial
Investment Research Tools for the A.I. EraStart Free For 30 Days

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

iShares Core U.S. Aggregate Bond ETF logo
$100.43 +0.41 (+0.41%)
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)
1642
Total
Institutional Inflows
(last 12 months)
$33.92B
Number of
Institutional Sellers
(last 12 months)
1130
Total
Institutional Outflows
(last 12 months)
$8.74B
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
10/10/2025ABLE Financial Group LLC7,896$792K0.2%-17.8%0.001%
10/10/2025Diversified Enterprises LLC171,245$17.17M1.2%+8.2%0.013%
10/10/2025First Bank & Trust302,124$30.29M5.1%+2.7%0.023%
10/10/2025Fifth Third Securities Inc.138,363$13.87M0.9%+29.4%0.010%
10/10/2025Arlington Financial Advisors LLC5,698$571K0.1%N/A0.000%
10/10/2025Lineweaver Wealth Advisors LLC332,039$33.29M4.9%+19.4%0.025%
10/10/2025Charles Schwab Trust Co697,732$69.95M4.7%+3.7%0.053%
10/10/2025Sound Income Strategies LLC8,234$824K0.0%-25.1%0.001%
10/10/2025Cornerstone Management Inc.409,503$41.05M6.8%+10.9%0.031%
10/10/2025BNC Wealth Management LLC2,626$263K0.1%-5.2%0.000%
10/10/2025Legacy Wealth Management Inc38,944$3.90M0.2%-1.7%0.003%
10/10/2025Orrstown Financial Services Inc.19,688$1.97M0.3%+2.3%0.001%
10/10/2025Pathway Financial Advisors LLC14,255$1.43M0.2%+0.8%0.001%
10/10/2025FC Advisory LLC139,927$14.03M4.1%+1.0%0.011%
10/10/2025Flputnam Investment Management Co.8,306$833K0.0%+12.7%0.001%
10/10/2025Sharkey Howes & Javer10,262$1.03M0.1%-3.7%0.001%
10/10/2025Envision Financial LLC26,371$2.64M1.5%+15.6%0.002%
10/10/2025Clarity Financial LLC17,928$1.80M0.2%+10.0%0.001%
10/10/2025Cyndeo Wealth Partners LLC25,160$2.52M0.1%+7.3%0.002%
10/10/2025Bowman & Co S.C.98,975$9.92M4.2%-3.0%0.007%
10/10/2025Fairvoy Private Wealth LLC11,120$1.12M0.3%-3.2%0.001%
10/10/2025Quotient Wealth Partners LLC2,179,161$218.46M6.0%+5.6%0.165%
10/10/2025Abound Wealth Management420,665$42.17M10.6%+3.7%0.032%
10/10/2025Advance Capital Management Inc.4,347$436K0.0%-3.5%0.000%
10/10/2025Focus Financial Network Inc.544,398$54.58M1.9%+9.6%0.041%
10/10/2025KMG Fiduciary Partners LLC92,912$9.31M0.6%+2.2%0.007%
10/10/2025Signal Advisors Wealth LLC44,515$4.46M0.4%-76.9%0.003%
10/10/2025Fiduciary Financial Group LLC10,372$1.04M0.2%+25.5%0.001%
10/10/2025Sunflower Bank N.A.554,366$55.58M13.5%+0.2%0.042%
10/9/2025 CGN Advisors LLC30,356$3.04M0.3%+3.0%0.002%
10/9/2025 Bartlett & CO. Wealth Management LLC159,362$15.98M0.2%-1.6%0.012%
10/9/2025 Surience Private Wealth LLC26,569$2.66M2.4%N/A0.002%
10/9/2025 AdvisorNet Financial Inc323,723$32.45M1.8%+6.2%0.024%
10/9/2025 Lifestyle Asset Management Inc.120,868$12.12M4.1%+41.2%0.009%
10/9/2025 Toth Financial Advisory Corp887$89K0.0%+164.0%0.000%
10/9/2025 Astoria Portfolio Advisors LLC.4,885$489K0.1%+29.5%0.000%
10/9/2025 Rockingstone Advisors LLC3,500$351K0.2%-12.5%0.000%
10/9/2025 Central Bank & Trust Co.120,778$12.11M1.9%-1.5%0.009%
10/9/2025 U.S. Capital Wealth Advisors LLC29,902$3.00M0.1%+306.3%0.002%
10/9/2025 Prentice Wealth Management LLC533,312$53.46M13.2%+7.2%0.040%
10/9/2025 Voya Investment Management LLC841,391$84.35M0.1%+5.2%0.064%
10/9/2025 Voya Financial Advisors Inc.20,645$2.07M0.2%+12.3%0.002%
10/9/2025 Peak Financial Management Inc.115,403$11.57M3.1%+2.4%0.009%
10/9/2025 Affinity Capital Advisors LLC2,816$282K0.0%-7.6%0.000%
10/9/2025 Dynamic Advisor Solutions LLC37,641$3.77M0.1%+6.6%0.003%
10/9/2025 Fermata Advisors LLC12,380$1.24M0.3%+1.4%0.001%
10/9/2025 Halter Ferguson Financial Inc.17,295$1.73M0.4%+2.0%0.001%
10/9/2025 Chapin Davis Inc.4,988$500K0.1%+2.9%0.000%
10/9/2025 Prosperity Planning Inc.29,516$2.96M0.8%+1.4%0.002%
10/9/2025 Long Run Wealth Advisors LLC30,197$3.03M0.6%-66.3%0.002%
10/9/2025 Pacifica Partners Inc.411$41K0.0%-43.0%0.000%
10/8/2025 New Capital Management LP4,002$401K0.1%-80.3%0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC45,335$4.55M0.6%+13.9%0.003%
10/8/2025 Rise Advisors LLC3,284$329K0.1%+4.3%0.000%
10/8/2025 Armstrong Advisory Group Inc.11,628$1.17M0.1%+10.3%0.001%
10/8/2025 Asset Allocation Strategies LLC83,358$8.36M1.7%+41.8%0.006%
10/8/2025 Firethorn Wealth Partners LLC7,810$783K0.3%-6.5%0.001%
10/8/2025 Sincerus Advisory LLC35,906$3.60M3.1%+12.9%0.003%
10/8/2025 Legacy Private Trust Co.290,583$29.13M1.7%+8.4%0.022%
10/8/2025 Bluestem Financial Advisors LLC44,948$4.51M1.8%-12.7%0.003%
10/8/2025 Chesley Taft & Associates LLC76,692$7.69M0.3%-4.7%0.006%
10/8/2025 Ignite Planners LLC17,499$1.75M0.3%-4.0%0.001%
10/8/2025 Balefire LLC11,761$1.18M0.2%-34.5%0.001%
10/8/2025 McNaughton Wealth Management LLC24,992$2.51M1.1%+0.8%0.002%
10/8/2025 Carr Financial Group Corp15,946$1.60M0.4%-3.3%0.001%
10/8/2025 Veracity Capital LLC7,256$727K0.2%+2.8%0.001%
10/8/2025 Accel Wealth Management39,683$3.98M1.2%+18.9%0.003%
10/8/2025 Beacon Financial Group6,677$669K0.1%-9.9%0.001%
10/7/2025 TCP Asset Management LLC112,950$11.32M2.0%+5.5%0.009%
10/7/2025 Cooper Financial Group2,367$237K0.0%+6.5%0.000%
10/7/2025 Montecito Bank & Trust142,486$14.28M2.2%N/A0.011%
10/7/2025 McLean Asset Management Corp11,697$1.17M0.2%-54.1%0.001%
10/7/2025 Heritage Family Offices LLP64,337$6.45M3.0%-13.5%0.005%
10/7/2025 Acropolis Investment Management LLC17,680$1.75M0.1%+13.6%0.001%
10/7/2025 Walker Financial Services Inc.157,355$15.78M6.1%-65.6%0.012%
10/7/2025 Defined Wealth Management LLC4,140$415K0.2%+7.4%0.000%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.307$31K0.1%-58.1%0.000%
10/7/2025 EWG Elevate Inc.12,427$1.25M0.4%+42.5%0.001%
10/7/2025 MKD Wealth Coaches LLC72,969$7.32M7.3%+3.5%0.006%
10/7/2025 Freestate Advisors LLC127,161$12.75M10.7%+2.1%0.010%
10/7/2025 Salem Investment Counselors Inc.42,670$4.28M0.1%+16.1%0.003%
10/7/2025 Graves Light Lenhart Wealth Inc.1,026,969$102.95M11.4%+1.6%0.078%
10/7/2025 Thrive Wealth Management LLC11,210$1.12M0.2%-63.2%0.001%
10/6/2025 Orgel Wealth Management LLC8,514$854K0.0%+6.2%0.001%
10/6/2025 Old Port Advisors2,798$280K0.1%+5.8%0.000%
10/6/2025 ACT Wealth Management LLC86,365$8.66M3.0%+3.4%0.007%
10/6/2025 City Center Advisors LLC5,518$553K0.5%+23.0%0.000%
10/6/2025 Heartwood Wealth Advisors LLC259,882$26.05M2.4%+1.9%0.020%
10/6/2025 TruWealth Advisors LLC120,236$12.05M0.6%+4.7%0.009%
10/6/2025 Grove Bank & Trust57,011$5.72M0.7%+1.4%0.004%
10/6/2025 Venture Visionary Partners LLC7,521$754K0.0%+22.8%0.001%
10/6/2025 Hickory Point Bank & Trust29,550$2.96M2.2%-3.0%0.002%
10/6/2025 Strathmore Capital Advisors Inc.7,063$708K0.3%+7.6%0.001%
10/6/2025 Nilsine Partners LLC15,799$1.58M0.1%-8.5%0.001%
10/6/2025 Cambridge Financial Group LLC2,110$212K0.1%N/A0.000%
10/3/2025 KFA Private Wealth Group LLC80,238$8.04M2.3%+0.4%0.006%
10/3/2025 Horizons Wealth Management14,088$1.41M1.0%+7.3%0.001%
10/3/2025 Iowa State Bank21,735$2.18M0.4%-11.3%0.002%
10/3/2025 HFG Wealth Management LLC5,972$592K0.3%-7.7%0.000%
10/3/2025 Dentgroup LLC6,933$695K0.4%+3.4%0.001%
(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, 2,304 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 2,081 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 345,349,020 shares in the last 24 months. This purchase volume represents approximately $33.92B in transactions.

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

Of the 1,127 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 88,706,404 shares in the last 24 months. This volume of shares sold represents approximately $8.74B in transactions.


Related Companies

This page (NYSEARCA:AGG) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
If you're a futures trader (or want to be one), this could be the biggest shift you'll ever see in the prop fi...
Neuro Street Trading Academy | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
$15 Fund: Turn Gold Boom into Real Income
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
"I'm risking my reputation on this"
If I'm right about what's coming, this could be the most important book you'll read this year
Crypto 101 Media | Sponsoredtc pixel
1 Hour Once A Day
My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to he...
Base Camp Trading | Sponsoredtc pixel
Buy UBER immediately
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Miss This IRS Strategy Now, Regret It Later
With Donald Trump back in the White House, many believe an economic revival could be underway — but it also br...
American Alternative | Sponsoredtc pixel