Go Pro
→ Porter flew 3,300 miles to investigate this system (From Porter & Company) (Ad)tc pixel Free AGG Stock Alerts

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

iShares Core U.S. Aggregate Bond ETF logo
$97.06 +0.23 (+0.23%)
As of 12:49 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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)
1564
Total
Institutional Inflows
(last 12 months)
$16.44B
Number of
Institutional Sellers
(last 12 months)
846
Total
Institutional Outflows
(last 12 months)
$8.91B
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026MLG 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%
9/2/2026Range 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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%
8/21/2026 Beacon Financial Advisory LLC17,632$1.75M0.3%+40.6%0.001%
8/21/2026 Lionsbridge Wealth Management LLC24,043$2.38M2.1%-3.0%0.002%
8/21/2026 KFA Private Wealth Group LLC38,468$3.81M1.0%-53.3%0.003%
8/21/2026 Sound Financial Strategies Group LLC160,502$15.89M10.1%-0.2%0.011%
8/21/2026 Symphony Financial Ltd. Co.3,466$344K0.0%+20.6%0.000%
8/21/2026 Chesapeake Wealth Management202,075$20.00M5.6%+4.2%0.014%
8/21/2026 Independence Bank of Kentucky1,796$178K0.0%-24.2%0.000%
8/21/2026 Midwest Professional Planners LTD.68,382$6.77M1.3%+7.5%0.005%
8/21/2026 Acorn Wealth Advisors LLC5,678$562K0.1%-28.2%0.000%
8/21/2026 Investors Research Corp352$35K0.0%+73.4%0.000%
8/21/2026 Keeler Thomas Management LLC23,017$2.28M0.8%+681.3%0.002%
8/21/2026 Triumph Capital Management7,948$787K0.1%+6.3%0.001%
8/21/2026 Financial Life Advisors3,137$310K0.1%N/A0.000%
8/20/2026 LGL Partners LLC73,550$7.28M2.7%+0.1%0.005%
8/20/2026 Proficio Capital Partners LLC22,292$2.21M0.1%-16.1%0.002%
8/20/2026 Community Bank & Trust Waco Texas4,613$457K0.1%+9.0%0.000%
8/20/2026 Nwam LLC155,802$15.42M0.8%+25.4%0.011%
8/20/2026 NorthLanding Financial Partners LLC14,155$1.40M1.2%-3.0%0.001%
8/20/2026 Rehmann Capital Advisory Group27,492$2.72M0.1%-12.6%0.002%
8/20/2026 Orgel Wealth Management LLC14,675$1.45M0.0%+26.3%0.001%
8/20/2026 Empower Annuity Insurance Co2,456,850$267.97B100.0%N/A0.174%
8/17/2026 Blue Edge Capital LLC6,302$624K0.1%N/A0.000%
8/12/2026 Compass Financial Management LLC1,647$162K0.0%N/A0.000%
8/12/2026 Heartland Bank & Trust Co26,563$1.26M0.3%N/A0.002%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
7/12/2026 Ballast Inc.22,776$2.25M0.4%+0.9%0.002%
7/10/2026 GoalFusion Wealth Management LLC560,186$55.45M22.4%+7.0%0.040%
7/10/2026 Abound Wealth Management510,029$50.48M10.0%+6.1%0.036%
7/10/2026 Envision Financial LLC61,322$6.07M2.8%+52.2%0.004%
7/10/2026 Investors Research Corp352$35K0.0%+73.4%0.000%
7/10/2026 Annex Advisory Services LLC2,139$212K0.0%-14.1%0.000%
7/10/2026 Accel Wealth Management49,572$4.91M1.1%+0.5%0.004%
7/10/2026 Adirondack Capital Advisors LLC2,719$269K0.1%+11.0%0.000%
7/10/2026 FORM Wealth Advisors LLC834,770$82.63M9.1%+64.8%0.059%
7/10/2026 JFS Wealth Advisors LLC741,875$73.43M3.7%+5.9%0.053%


AGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,404 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 2,213 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 164,699,629 shares in the last 24 months. This purchase volume represents approximately $16.44B in transactions.

Of the 846 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 89,068,983 shares in the last 24 months. This volume of shares sold represents approximately $8.91B 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 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel