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

iShares Core U.S. Aggregate Bond ETF logo
$95.40 -0.85 (-0.88%)
As of 03:47 PM Eastern
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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)
1571
Total
Institutional Inflows
(last 12 months)
$16.48B
Number of
Institutional Sellers
(last 12 months)
849
Total
Institutional Outflows
(last 12 months)
$8.98B
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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
9/17/2026 Wellington Altus USA Inc.55,052$5.47M3.6%-14.0%0.004%
9/15/2026 Cherry Tree Wealth Management LLC21,570$2.14M0.4%-2.8%0.002%
9/15/2026 SkyView Investment Advisors LLC1,000$99K0.1%N/A0.000%
9/11/2026 Talon Private Wealth LLC6,574$651K0.1%+7.5%0.000%
9/10/2026 U S Wealth Group LLC.125,476$12.42M6.1%+28.5%0.009%
9/9/2026 Bouchey Financial Group Ltd.182,758$18.09M1.2%-76.3%0.013%
9/9/2026 Capstone Financial Advisors Inc.87,126$8.62M0.4%+1.6%0.006%
9/9/2026 Blue Edge Capital LLC6,302$624K0.1%+17.8%0.000%
9/9/2026 Sequoia Financial Advisors LLC152,297$15.07M0.1%-0.2%0.011%
9/9/2026 Van Hulzen Asset Management LLC78,753$7.80M0.5%-26.1%0.006%
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9/9/2026 IPG Investment Advisors LLC6,540$647K0.1%+8.2%0.000%
9/9/2026 MCF Advisors LLC68,847$6.82M0.2%+9.1%0.005%
9/9/2026 Gemmer Asset Management LLC11,493$1.14M0.1%-3.9%0.001%
9/9/2026 Cidel Asset Management Inc.10,301$1.02M0.0%+23.8%0.001%
9/9/2026 Plimoth Trust Co. LLC71,571$7.08M1.4%-0.7%0.005%
9/9/2026 Capital Analysts LLC9,065$898K0.0%-87.4%0.001%
9/9/2026 Summit Financial Strategies Inc.3,868$383K0.0%-21.1%0.000%
9/9/2026 SVB Wealth LLC323,014$31.97M1.9%-0.6%0.023%
9/9/2026 Insight Wealth Partners LLC4,315$427K0.1%-7.6%0.000%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC11,514$1.14M0.1%-1.1%0.001%
9/9/2026 NorthRock Partners LLC320,830$31.76M0.5%+3.5%0.023%
9/9/2026 Integrated Wealth Concepts LLC251,168$24.86M0.1%+19.0%0.018%
9/9/2026 RFG Advisory LLC53,216$5.27M0.1%-29.3%0.004%
9/9/2026 NewEdge Advisors LLC901,815$89.26M0.3%+5.5%0.064%
9/9/2026 Pointe Capital Management LLC28,985$2.87M1.3%+11.4%0.002%
9/9/2026 IFP Advisors Inc93,781$9.28M0.2%-12.5%0.007%
9/9/2026 Baird Financial Group Inc.562,955$55.72M0.1%+45.0%0.040%
9/9/2026 XY Planning Network Inc.3,736$370K0.0%-9.5%0.000%
9/9/2026 BayBridge Capital Group LLC327,035$32.37M16.9%+25.4%0.023%
9/8/2026 Hudock Inc.212,568$21.04M2.7%+1.1%0.015%
9/8/2026 Allworth Financial LP559,519$55.38M0.2%+0.2%0.040%
9/8/2026 Waverly Advisors LLC321,460$31.82M0.2%+67.7%0.023%
9/8/2026 Bank OZK2,967$294K0.1%+18.8%0.000%
9/3/2026 Anchor Capital Advisors LLC2,840$281K0.0%-19.7%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group18,013$1.78M0.2%-31.0%0.001%
9/2/2026 1607 Capital Partners LLC41,270$4.09M0.2%-84.8%0.003%
9/2/2026 Range Advisory LLC178,747$17.69M2.1%+41.8%0.013%
9/2/2026 Allianz Asset Management GmbH2,932$290K0.0%-10.6%0.000%
9/1/2026 Planning Project LLC634,808$61.84M12.4%N/A0.045%
8/27/2026 Corient Private Wealth LP948,493$93.88M0.1%-33.1%0.067%
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8/27/2026 Tucker Asset Management LLC740$73K0.0%-30.6%0.000%
8/26/2026 HORAN Wealth LLC14,499$1.44M0.2%+25.2%0.001%
8/25/2026 Advus Financial Partners LLC10,797$1.07M0.2%+12.6%0.001%
8/25/2026 Tobias Financial Advisors Inc.54,577$5.40M0.7%-3.3%0.004%
8/23/2026 Tanager Wealth Management LLP227,275$22.50M2.0%-10.0%0.016%
8/23/2026 DMC Group LLC59,258$5.87M4.1%-9.0%0.004%
8/23/2026 Ameritas Advisory Services LLC73,599$7.29M0.1%+944.8%0.005%
8/23/2026 Guardian Wealth Advisors LLC NC5,482$543K0.0%+23.6%0.000%
8/23/2026 Kintra Wealth LLC160,451$15.67M0.8%+105.9%0.011%
8/23/2026 Passaic Partners LLC193,201$19.12M1.4%-44.3%0.014%
8/23/2026 Endeavor Private Wealth Inc.20,166$2.00M0.5%-54.5%0.001%
8/23/2026 Sovereign Investment Advisors LLC70,318$6.96M1.3%+1.0%0.005%
8/23/2026 Operose Advisors LLC2,847$282K0.1%+193.5%0.000%
8/23/2026 Northeast Planning Associates INC. NH15,443$1.42M1.0%N/A0.001%
8/23/2026 Asset Allocation Strategies LLC139,076$13.77M2.1%+52.0%0.010%
8/23/2026 Fortitude Advisory Group L.L.C.8,566$848K0.3%+1.3%0.001%
8/23/2026 Unique Wealth LLC330,744$32.74M3.8%-1.4%0.023%
8/22/2026 Compass Financial Management LLC1,647$162K0.0%N/A0.000%
8/22/2026 William John Sempolinski5,528$547K0.2%N/A0.000%
8/22/2026 MW Advisory LLC21,153$2.09M0.8%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC19,661$1.92M1.4%N/A0.001%
8/22/2026 Old Mission Investment Co LLC3,104$307K0.1%N/A0.000%
8/22/2026 TOP Private Wealth LLC.32,967$3.26M3.1%N/A0.002%
8/22/2026 Strive Financial Group LLC40,500$4.01M1.7%+19.8%0.003%
8/22/2026 Invested Advisors53,037$5.25M4.6%+2.9%0.004%
8/22/2026 Hopwood Nicholas Hunter4,992$494K0.1%N/A0.000%
8/22/2026 Blalock Williams LLC28,995$2.87M1.9%-2.6%0.002%
8/22/2026 Aventus Investment Advisors Inc.88,891$8.80M6.4%-5.3%0.006%
8/22/2026 Elevation Wealth Management LLC2,073$205K0.2%-52.6%0.000%
8/22/2026 Mann Financial Group Inc.128,194$12.69M10.6%-4.9%0.009%
8/22/2026 Cornerstone Advisors Asset Management LLC36,373$3.60M0.5%-1.3%0.003%
8/22/2026 Jim Saulnier & Associates LLC3,231$320K0.1%N/A0.000%
8/22/2026 Vested Financial Planning LLC8,982$889K0.6%+2.0%0.001%
8/22/2026 Retirement Wealth Solutions LLC26,624$2.64M1.5%+9.0%0.002%
8/22/2026 Comprehensive Financial Planning Inc. PA504$50K0.0%-29.9%0.000%
8/22/2026 Legacy Wealth Managment LLC ID16,428$1.63M0.7%+62.5%0.001%
8/22/2026 Rik Saylor Financial Inc.26,221$2.60M1.6%-1.1%0.002%
8/22/2026 LifePlan Investment Advisors Inc.119,048$11.78M4.1%-0.1%0.008%
8/22/2026 Tassel Capital Management Inc.22,414$2.22M1.0%N/A0.002%
8/22/2026 Syon Capital LLC434,648$43.02M1.9%+10.2%0.031%
8/22/2026 TD Waterhouse Canada Inc.41,927$4.13M0.0%+4.9%0.003%
8/22/2026 Kampmann Melissa S.11,053$1.09M0.8%+5.2%0.001%
8/22/2026 Premier Path Wealth Partners LLC84,914$8.41M1.0%+8.9%0.006%
8/22/2026 United Community Bank32,844$3.25M1.0%+2.6%0.002%
8/22/2026 Concurrent Investment Advisors LLC713,093$70.58M0.6%+73.1%0.051%
8/22/2026 NEOS Investment Management LLC911,236$89.89M0.3%+10.9%0.065%
8/22/2026 Power Wealth Management LLC5,735$568K0.2%+4.9%0.000%
8/21/2026 High Net Worth Advisory Group LLC140,341$13.89M2.9%+0.7%0.010%
8/21/2026 Andina Capital Management LLC6,321$626K1.0%-92.0%0.000%
8/21/2026 Carter Financial Group INC.3,712$367K0.2%+5.2%0.000%
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8/21/2026 Strengthening Families & Communities LLC5,426$537K0.1%-4.3%0.000%
8/21/2026 Beacon Capital Management LLC2,054$203K0.0%-63.1%0.000%
8/21/2026 Greenspring Advisors LLC986,628$97.66M5.4%+5.1%0.070%
8/21/2026 Continuum Advisory LLC4,825$478K0.0%-7.0%0.000%
8/21/2026 Alamar Capital Management LLC77,150$7.64M3.9%+3.8%0.005%
8/21/2026 Buttonwood Financial Group LLC3,574$354K0.2%N/A0.000%
8/21/2026 Emergent Wealth Advisors LLC91,216$8.98M4.7%+5.6%0.006%
8/21/2026 Pacifica Partners Inc.1,289$127K0.0%-35.9%0.000%
8/21/2026 Firestone Capital Management90,448$8.95M1.7%-2.6%0.006%
8/21/2026 XML Financial LLC26,444$2.62M0.2%+10.1%0.002%


AGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,407 institutional investors and hedge funds held shares of iShares Core U.S. Aggregate Bond ETF. The most heavily invested institutionals were Empower Annuity Insurance Co ($267.97B), 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), and US Bancorp DE ($4.28B).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 2,215 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 ($14.15M), Arizona PSPRS Trust ($13.63M), and Ameriprise Financial Inc. ($9.17M).

Institutional investors have bought a total of 165,095,105 shares in the last 24 months. This purchase volume represents approximately $16.48B in transactions.

Of the 849 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. ($9.23M), Johns Hopkins University ($3.69M), Wells Fargo & Company MN ($3.06M), Captrust Financial Advisors ($2.79M), and Cambridge Associates LLC MA ADV ($2.40M).

Institutional investors have sold a total of 89,798,765 shares in the last 24 months. This volume of shares sold represents approximately $8.98B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AGG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/17/2026. New 13F filings are added each quarter as they're published.
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