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

iShares Core U.S. Aggregate Bond ETF logo
$98.61 0.00 (0.00%)
As of 07/2/2026 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)
1705
Total
Institutional Inflows
(last 12 months)
$21.43B
Number of
Institutional Sellers
(last 12 months)
1052
Total
Institutional Outflows
(last 12 months)
$11.25B
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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
7/2/2026 Gladwyn Financial Advisors Inc.6,853$678K0.4%+5.9%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB15,672$1.55M0.0%-37.3%0.001%
7/2/2026 Frisco Financial Planning LLC94,135$9.32M7.0%+3.0%0.007%
7/2/2026 Cedar Mountain Advisors LLC73,919$7.32M1.3%+0.4%0.005%
7/2/2026 KERR FINANCIAL PLANNING Corp6,381$631K0.7%-14.0%0.000%
7/2/2026 Hilltop National Bank471$47K0.0%+114.1%0.000%
7/2/2026 CX Institutional86,726$8.58M0.2%+38.7%0.006%
7/2/2026 Stairway Partners LLC2,809,276$278.06M13.1%+15.4%0.200%
6/24/2026Redwood Investment Management LLC6,686$664K0.1%+7.0%0.000%
6/23/2026Ballast Advisors LLC199,428$19.80M5.8%-4.9%0.015%
6/18/2026Western Wealth Management LLC42,580$4.23M0.2%+11.5%0.003%
6/16/2026Steelhead Wealth Management LLC2,462$244K0.1%N/A0.000%
6/11/2026E Wealth Partners LLC10,513$1.04M0.8%+10.0%0.001%
6/10/2026Curry Webb Wealth Management LLC55,264$5.49M2.6%N/A0.004%
6/10/2026FAS Wealth Partners Inc.5,274$524K0.0%-18.3%0.000%
6/8/2026Farmers National Bank7,137$708K0.2%-1.6%0.001%
6/3/2026DV Trading LLC17,640$1.75M0.0%+60.2%0.001%
6/3/2026Parallel Advisors LLC324,740$32.24M0.6%+24.1%0.024%
6/3/2026NewEdge Advisors LLC854,978$84.87M0.3%-8.9%0.063%
6/2/2026Optiver Holding B.V.33,538$3.33M0.0%+41.7%0.002%
6/2/2026Blue Edge Capital LLC5,352$531K0.1%+11.9%0.000%
6/1/2026Caerus Investment Advisors LLC2,520$250K0.1%N/A0.000%
6/1/2026Foguth Wealth Management LLC.154,687$15.32M1.9%-24.4%0.011%
6/1/2026Concorde Asset Management LLC2,270$225K0.1%-16.7%0.000%
6/1/2026Integrated Investment Consultants LLC26,487$2.63M0.6%-16.3%0.002%
6/1/2026Dala Group LLC8,522$846K0.7%N/A0.001%
6/1/2026Keel Point LLC524,169$52.03M3.4%+6.4%0.038%
5/29/2026Asset Dedication LLC1,211$120K0.0%+346.9%0.000%
5/28/2026Lavelle Capital LP13,487$1.34M0.8%N/A0.001%
5/28/2026Blue Fin Capital Inc.8,801$874K0.1%-2.7%0.001%
5/27/2026Alpha Capital Advisors Inc. ADV24,449$2.43M2.3%+4.9%0.002%
5/27/2026Wilshire Advisors LLC22,396$2.22M22.3%-6.1%0.002%
5/27/2026Security Financial Services INC.18,816$1.87M0.3%-14.3%0.001%
5/22/2026Coastline Complete Wealth LLC7,755$770K0.5%N/A0.001%
5/22/2026Wellington Grp LLC1,251$124K0.0%+188.2%0.000%
5/22/2026Verus Capital Partners LLC3,553$353K0.0%-47.4%0.000%
5/21/2026Essential Partners LLC2,500$248K0.1%N/A0.000%
5/21/2026BankChampaign National Association1,679$167K0.2%N/A0.000%
5/20/2026Cadia Private Client LLC46,546$4.62M3.7%-6.4%0.003%
5/20/2026Hobbs Group Advisors LLC3,719$369K0.1%-11.2%0.000%
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5/20/2026SHUTTLEWORTH & Co20,421$2.03M1.8%+59.7%0.001%
5/20/2026Arete Wealth Advisors LLC61,437$6.11M0.4%-22.7%0.004%
5/20/2026SOA Wealth Advisors LLC.3,752$372K0.0%+8.4%0.000%
5/19/2026Western Wealth Management LLC42,580$4.23M0.2%+11.5%0.003%
5/19/2026Sonoma Allocations LLC76,419$7.58M2.6%-26.0%0.006%
5/19/2026Bank of America Corp DE69,660,482$6.92B0.5%+29.6%5.098%
5/19/2026Edgestream Partners L.P.14,792$1.47M0.0%-82.1%0.001%
5/19/2026Vestwell Advisors LLC39,637$3.94M1.1%+4.7%0.003%
5/19/2026Chesapeake Wealth Management193,951$19.25M5.9%+4.6%0.014%
5/19/2026Janus Henderson Group PLC3,411,430$338.65M0.2%+1.7%0.250%
5/19/2026Strategic Investment Advisors MI3,006$298K0.0%-13.5%0.000%
5/19/2026Ashton Thomas Securities LLC91,773$9.11M1.1%N/A0.007%
5/19/2026Arkadios Wealth Advisors86,786$8.62M0.1%+518.0%0.006%
5/19/2026South Dakota Investment Council3,272,335$324.85M6.2%+16.0%0.240%
5/19/2026IFS Group LLC28,059$2.79M2.5%N/A0.002%
5/19/2026Arete Wealth Advisors LLC61,437$6.11M0.4%-22.7%0.004%
5/18/2026Sunbelt Securities Inc.8,599$854K0.1%-4.6%0.001%
5/18/2026Guardian Partners Inc.8,353$830K0.1%+12.6%0.001%
5/18/2026EverSource Wealth Advisors LLC3,773$375K0.0%-44.8%0.000%
5/18/2026Talon Private Wealth LLC6,118$607K0.1%N/A0.000%
5/18/2026Royal Bank of Canada6,744,642$669.54M0.1%+39.2%0.494%
5/18/2026Evercore Wealth Management LLC41,343$4.10M0.1%+1.0%0.003%
5/16/2026The Manufacturers Life Insurance Company 4,763$473K0.0%-35.9%0.000%
5/16/2026Glen Eagle Advisors LLC6,545$650K0.1%+50.8%0.000%
5/16/2026Quantinno Capital Management LP28,882$2.87M0.0%+208.0%0.002%
5/16/2026Lazard Asset Management LLC138,013$13.70M0.0%-20.7%0.010%
5/15/2026Legacy PCG LLC14,152$1.41M7.5%-85.2%0.001%
5/15/2026Intelligence Driven Advisers LLC15,534$1.54M0.3%-12.9%0.001%
5/15/2026Northeast Financial Group Inc.63,628$6.32M1.6%-9.8%0.005%
5/15/2026Gateway Wealth Partners LLC39,183$3.89M0.2%+362.8%0.003%
5/15/2026Blue Chip Partners LLC108,098$10.73M0.8%-2.9%0.008%
5/15/2026Cypress Capital Group35,741$3.55M0.4%+32.9%0.003%
5/15/2026Vawter Financial Ltd.17,823$1.77M0.7%+1.1%0.001%
5/15/2026Matrix Private Capital Group LLC1,744$173K0.1%N/A0.000%
5/15/2026Waverly Advisors LLC191,712$19.03M0.1%-4.9%0.014%
5/15/2026Asset Management Group Inc.25,418$2.52M0.4%+0.5%0.002%
5/15/2026Boreal Capital Management LLC800$79K0.1%-77.3%0.000%
5/14/2026Hilltop Holdings Inc.27,657$2.75M0.2%+66.3%0.002%
5/14/2026Rockbridge Investment Management LCC11,040$1.10M0.1%-4.2%0.001%
5/14/2026Pennington Partners & CO. LLC6,226$618K0.2%-10.5%0.000%
5/14/2026GC Wealth Management RIA LLC2,402$238K0.0%N/A0.000%
5/14/2026Compound Planning Inc.299,111$29.69M0.9%+10.1%0.022%
5/14/2026Modern Wealth Management LLC136,864$13.55M0.2%+2.2%0.010%
5/14/2026Keebeck Wealth Management11,559$1.15M0.1%-25.3%0.001%
5/14/2026First Washington CORP40,935$4.06M1.1%-86.3%0.003%
5/14/2026Liberty One Investment Management LLC24,150$2.40M0.2%+45.0%0.002%
5/14/2026Alamar Capital Management LLC74,293$7.38M4.5%N/A0.005%
5/14/2026Lido Advisors LLC621,215$61.67M0.2%+3.6%0.045%
5/13/2026Cetera Investment Advisers15,252,353$1.51B1.6%-1.1%1.116%
5/13/2026Envision Financial Transparency LLC2,796$278K0.3%N/A0.000%
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5/13/2026Wealthspire Retirement LLC423,670$42.06M2.5%-39.6%0.031%
5/13/2026American Investment Services Inc.22,794$2.26M0.5%+11.7%0.002%
5/13/2026Bowie Capital Management LLC18,000$1.79M0.1%+80.0%0.001%
5/13/2026Cambridge Associates LLC MA ADV975,887$96.88M1.5%+2.2%0.071%
5/13/2026Clearwater Capital Advisors LLC97,252$9.65M0.8%-7.8%0.007%
5/13/2026Measured Wealth Private Client Group LLC28,181$2.80M0.8%-2.9%0.002%
5/13/2026Signature Equity Partners LLC413$41K0.0%+182.9%0.000%
5/13/2026NewEdge Wealth LLC327,394$32.50M0.4%+4.2%0.024%
5/13/2026Alpha Financial Partners LLC174,670$17.34M10.3%+0.5%0.013%
5/13/2026First Citizens Bank & Trust Co.1,875,166$186.15M3.2%+170.9%0.137%


AGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,436 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 ($14.40B), Raymond James Financial Inc. ($8.47B), Raymond James & Associates ($7.20B), Bank of America Corp DE ($6.92B), Wells Fargo & Company MN ($6.07B), US Bancorp DE ($4.28B), and Mercer Global Advisors Inc. ADV ($3.62B).Learn more on iShares Core U.S. Aggregate Bond ETF's 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.

Of the 2,250 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. ($88.72M), Bank of America Corp DE ($31.62M), Jones Financial Companies Lllp ($26.13M), Sagespring Wealth Partners LLC ($25.58M), US Bancorp DE ($15.99M), Arizona PSPRS Trust ($13.63M), and Envestnet Asset Management Inc. ($13.09M).

Institutional investors have bought a total of 215,016,713 shares in the last 24 months. This purchase volume represents approximately $21.43B in transactions.

Of the 1,052 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: Envestnet Asset Management Inc. ($19.16M), Envestnet Portfolio Solutions Inc. ($11.49M), First Citizens Bank & Trust Co. ($9.93M), Johns Hopkins University ($5.24M), Raymond James Financial Inc. ($3.96M), Wells Fargo & Company MN ($3.06M), and Factory Mutual Insurance Co. ($3.04M).

Institutional investors have sold a total of 112,613,540 shares in the last 24 months. This volume of shares sold represents approximately $11.25B in transactions.


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This page (NYSEARCA:AGG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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