iShares Core U.S. Aggregate Bond ETF (AGG) Institutional Ownership $98.44 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)CurrentInstitutional OwnershipPercentage83.63%Number ofInstitutional Buyers(last 12 months)1694TotalInstitutional Inflows(last 12 months)$22.38BNumber ofInstitutional Sellers(last 12 months)1050TotalInstitutional Outflows(last 12 months)$11.28B 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026Coastline 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% 5/21/2026 Essential Partners LLC2,500$248K0.1%N/A0.000% 5/21/2026 BankChampaign National Association1,679$167K0.2%N/A0.000% 5/20/2026 Cadia Private Client LLC46,546$4.62M3.7%-6.4%0.003% 5/20/2026 Hobbs Group Advisors LLC3,719$369K0.1%-11.2%0.000% 5/20/2026 SHUTTLEWORTH & Co20,421$2.03M1.8%+59.7%0.001% 5/20/2026 Arete Wealth Advisors LLC61,437$6.11M0.4%-22.7%0.004% 5/20/2026 SOA Wealth Advisors LLC.3,752$372K0.0%+8.4%0.000% Get the Latest News and Ratings for AGG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 5/19/2026 Western Wealth Management LLC42,580$4.23M0.2%+11.5%0.003% 5/19/2026 Sonoma Allocations LLC76,419$7.58M2.6%-26.0%0.006% 5/19/2026 Bank of America Corp DE69,660,482$6.92B0.5%+29.6%5.098% 5/19/2026 Edgestream Partners L.P.14,792$1.47M0.0%-82.1%0.001% 5/19/2026 Vestwell Advisors LLC39,637$3.94M1.1%+4.7%0.003% 5/19/2026 Chesapeake Wealth Management193,951$19.25M5.9%+4.6%0.014% 5/19/2026 Janus Henderson Group PLC3,411,430$338.65M0.2%+1.7%0.250% 5/19/2026 Strategic Investment Advisors MI3,006$298K0.0%-13.5%0.000% 5/19/2026 Ashton Thomas Securities LLC91,773$9.11M1.1%N/A0.007% 5/19/2026 Arkadios Wealth Advisors86,786$8.62M0.1%+518.0%0.006% 5/19/2026 South Dakota Investment Council3,272,335$324.85M6.2%+16.0%0.240% 5/19/2026 IFS Group LLC28,059$2.79M2.5%N/A0.002% 5/19/2026 Arete Wealth Advisors LLC61,437$6.11M0.4%-22.7%0.004% 5/18/2026 Sunbelt Securities Inc.8,599$854K0.1%-4.6%0.001% 5/18/2026 Guardian Partners Inc.8,353$830K0.1%+12.6%0.001% 5/18/2026 EverSource Wealth Advisors LLC3,773$375K0.0%-44.8%0.000% 5/18/2026 Talon Private Wealth LLC6,118$607K0.1%N/A0.000% 5/18/2026 Royal Bank of Canada6,744,642$669.54M0.1%+39.2%0.494% 5/18/2026 Evercore Wealth Management LLC41,343$4.10M0.1%+1.0%0.003% 5/16/2026 The Manufacturers Life Insurance Company 4,763$473K0.0%-35.9%0.000% 5/16/2026 Glen Eagle Advisors LLC6,545$650K0.1%+50.8%0.000% 5/16/2026 Quantinno Capital Management LP28,882$2.87M0.0%+208.0%0.002% 5/16/2026 Lazard Asset Management LLC138,013$13.70M0.0%-20.7%0.010% 5/15/2026 Legacy PCG LLC14,152$1.41M7.5%-85.2%0.001% 5/15/2026 Intelligence Driven Advisers LLC15,534$1.54M0.3%-12.9%0.001% 5/15/2026 Northeast Financial Group Inc.63,628$6.32M1.6%-9.8%0.005% 5/15/2026 Gateway Wealth Partners LLC39,183$3.89M0.2%+362.8%0.003% 5/15/2026 Blue Chip Partners LLC108,098$10.73M0.8%-2.9%0.008% 5/15/2026 Cypress Capital Group35,741$3.55M0.4%+32.9%0.003% 5/15/2026 Vawter Financial Ltd.17,823$1.77M0.7%+1.1%0.001% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis5/15/2026 Matrix Private Capital Group LLC1,744$173K0.1%N/A0.000% 5/15/2026 Waverly Advisors LLC191,712$19.03M0.1%-4.9%0.014% 5/15/2026 Asset Management Group Inc.25,418$2.52M0.4%+0.5%0.002% 5/15/2026 Boreal Capital Management LLC800$79K0.1%-77.3%0.000% 5/14/2026 Hilltop Holdings Inc.27,657$2.75M0.2%+66.3%0.002% 5/14/2026 Rockbridge Investment Management LCC11,040$1.10M0.1%-4.2%0.001% 5/14/2026 Pennington Partners & CO. LLC6,226$618K0.2%-10.5%0.000% 5/14/2026 GC Wealth Management RIA LLC2,402$238K0.0%N/A0.000% 5/14/2026 Compound Planning Inc.299,111$29.69M0.9%+10.1%0.022% 5/14/2026 Modern Wealth Management LLC136,864$13.55M0.2%+2.2%0.010% 5/14/2026 Keebeck Wealth Management11,559$1.15M0.1%-25.3%0.001% 5/14/2026 First Washington CORP40,935$4.06M1.1%-86.3%0.003% 5/14/2026 Liberty One Investment Management LLC24,150$2.40M0.2%+45.0%0.002% 5/14/2026 Alamar Capital Management LLC74,293$7.38M4.5%N/A0.005% 5/14/2026 Lido Advisors LLC621,215$61.67M0.2%+3.6%0.045% 5/13/2026 Cetera Investment Advisers15,252,353$1.51B1.6%-1.1%1.116% 5/13/2026 Envision Financial Transparency LLC2,796$278K0.3%N/A0.000% 5/13/2026 Wealthspire Retirement LLC423,670$42.06M2.5%-39.6%0.031% 5/13/2026 American Investment Services Inc.22,794$2.26M0.5%+11.7%0.002% 5/13/2026 Bowie Capital Management LLC18,000$1.79M0.1%+80.0%0.001% 5/13/2026 Cambridge Associates LLC MA ADV975,887$96.88M1.5%-5.9%0.071% 5/13/2026 Clearwater Capital Advisors LLC97,252$9.65M0.8%-7.8%0.007% 5/13/2026 Measured Wealth Private Client Group LLC28,181$2.80M0.8%-2.9%0.002% 5/13/2026 Signature Equity Partners LLC413$41K0.0%+182.9%0.000% 5/13/2026 NewEdge Wealth LLC327,394$32.50M0.4%+4.2%0.024% 5/13/2026 Alpha Financial Partners LLC174,670$17.34M10.3%+0.5%0.013% 5/13/2026 First Citizens Bank & Trust Co.1,875,166$186.15M3.2%+170.9%0.137% 5/13/2026 Acumen Wealth Advisors LLC347,987$34.55M9.3%+1.6%0.025% 5/13/2026 First Trust Advisors LP33,739$3.35M0.0%+5.2%0.002% 5/12/2026 a16z Perennial Management L.P.321,231$31.89M2.6%N/A0.024% 5/12/2026 Bellwether Advisors LLC17,792$1.77M0.3%-1.0%0.001% 5/8/2026 PNC Financial Services Group Inc.10,336,251$1.03B0.6%+4.6%0.757% 5/8/2026 HORAN Wealth LLC11,578$1.16M0.1%N/A0.001% 5/8/2026 Summit Asset Management LLC311,757$30.95M4.3%+8.9%0.023% 5/8/2026 Glenview Trust Co55,735$5.53M0.1%+3.4%0.004% 5/8/2026 Atlantic Family Wealth LLC8,120$806K0.6%-17.8%0.001% 5/8/2026 Madison Asset Management LLC253,778$25.19M0.3%+2.3%0.019% 5/8/2026 Summit Global Investments78,176$7.76M0.5%-87.3%0.006% 5/8/2026 CVS HEALTH Corp149,700$14.86M7.0%N/A0.011% 5/8/2026 Cassaday & Co Wealth Management LLC965$96K0.0%N/A0.000% 5/8/2026 JMG Financial Group Ltd.18,713$1.86M0.1%-9.3%0.001% 5/8/2026 Johnson Financial Group Inc.54,268$5.39M0.2%-19.0%0.004% 5/7/2026 Legacy Wealth Managment LLC ID10,111$1.00M0.5%+120.4%0.001% 5/7/2026 Florida Financial Advisors LLC3,436$341K0.1%-17.6%0.000% 5/7/2026 AlTi Global Inc.66,452$6.60M0.1%-0.3%0.005% 5/7/2026 Earned Wealth Advisors LLC379,390$37.66M2.5%+11.2%0.028% 5/7/2026 Hollencrest Capital Management26,570$2.64M0.1%+10.5%0.002% 5/7/2026 Cornerstone Advisors Asset Management LLC36,865$3.66M0.6%+1.4%0.003% 5/7/2026 Lowe Brockenbrough & Co. 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Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.5/7/2026 Balefire LLC11,880$1.18M0.2%-57.0%0.001% 5/7/2026 Parallel Advisors LLC324,740$32.24M0.6%+24.1%0.024% 5/7/2026 Ironwood Investment Counsel LLC21,329$2.12M0.3%+10.0%0.002% 5/7/2026 Koss Olinger Consulting LLC829,407$82.34M6.9%+17.9%0.061% 5/7/2026 Regimen Wealth LLC6,759$673K0.2%-96.6%0.000% 5/7/2026 Little House Capital LLC60,849$6.04M1.6%+28.8%0.004% 5/7/2026 Vision Retirement LLC627$62K0.0%N/A0.000% 5/7/2026 World Equity Group Inc.3,388$336K0.1%N/A0.000% 5/7/2026 Palladiem LLC74,479$7.41M7.0%+1.0%0.005% 5/7/2026 WealthTrust Asset Management LLC53,037$5.27M3.1%-1.8%0.004% AGG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AGG shares? During the previous two years, 2,431 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. 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 2,242 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). How much institutional buying is happening at iShares Core U.S. Aggregate Bond ETF? Institutional investors have bought a total of 224,598,395 shares in the last 24 months. This purchase volume represents approximately $22.38B in transactions. Which of iShares Core U.S. Aggregate Bond ETF's major shareholders have been selling company stock? Of the 1,050 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). How much institutional selling is happening at iShares Core U.S. Aggregate Bond ETF? Institutional investors have sold a total of 112,917,877 shares in the last 24 months. This volume of shares sold represents approximately $11.28B in transactions. Related Companies BND Major Shareholders BNDX Major Shareholders VCIT Major Shareholders BSV Major Shareholders VCSH Major Shareholders JPST Major Shareholders LQD Major Shareholders BIV Major Shareholders FBND Major Shareholders IGSB Major Shareholders This page (NYSEARCA:AGG) was last updated on 5/25/2026 by MarketBeat.com Staff. 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