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

iShares Core U.S. Aggregate Bond ETF logo
$94.71 +0.05 (+0.05%)
Closing price 04:10 PM Eastern
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$94.90 +0.19 (+0.20%)
As of 07:30 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)
1573
Total
Institutional Inflows
(last 12 months)
$17.00B
Number of
Institutional Sellers
(last 12 months)
848
Total
Institutional Outflows
(last 12 months)
$9.08B
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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
10/13/2026Mechanics Bank Trust Department25,837$2.44M0.3%N/A0.002%
10/13/2026Twele Capital Management Inc.539,155$50.97M8.4%N/A0.037%
10/13/2026Fagan Associates Inc.154,538$14.61M1.7%N/A0.011%
10/13/2026Lineweaver Wealth Advisors LLC391,692$37.03M4.3%+3.5%0.027%
10/13/2026Forvis Mazars Wealth Advisors LLC1,566,426$148.09M2.4%N/A0.108%
10/13/2026Verus Wealth Management LLC26,419$2.50M1.6%+213.9%0.002%
10/13/2026Accel Wealth Management51,636$4.88M1.1%+4.2%0.004%
10/13/2026Downshift Financial LLC415$39K0.0%+306.9%0.000%
10/13/2026Asset Allocation & Management Company LLC5,692$538K0.2%N/A0.000%
10/13/2026Vannoy Advisory Group Inc.17,008$1.61M0.9%-2.2%0.001%
10/13/2026McGlone Suttner Wealth Management Inc.146,827$13.88M1.6%+4.3%0.010%
10/13/2026Steel Grove Capital Advisors LLC10,017$947K0.1%N/A0.001%
10/13/2026Cooksen Wealth LLC30,897$2.92M1.8%+5.2%0.002%
10/13/2026Sax Wealth Advisors LLC58,445$5.53M0.2%-12.3%0.004%
10/13/2026ALM First Financial Advisors LLC10,786$1.02M0.2%+10.4%0.001%
10/13/2026Fermata Advisors LLC11,661$1.10M0.2%+16.7%0.001%
10/13/2026NorthCrest Asset Manangement LLC26,975$2.55M0.1%-75.8%0.002%
10/13/2026Value Investment Professionals LLC11,899$1.13M1.0%+2.1%0.001%
10/13/2026Avior Wealth Management LLC245,552$23.21M0.6%N/A0.017%
10/13/2026JGP Wealth Management LLC55,640$5.26M0.5%-22.5%0.004%
10/10/2026Adirondack Capital Advisors LLC2,488$235K0.1%-8.5%0.000%
10/10/2026Gallagher Capital Advisors LLC5,874$555K0.3%-6.2%0.000%
10/10/2026Armstrong Advisory Group Inc.26,439$2.50M0.2%+18.8%0.002%
10/10/2026Marquette Asset Management LLC343,872$32.51M4.2%N/A0.024%
10/10/2026Harpswell Capital Advisors LLC112,528$10.64M7.0%+2.1%0.008%
10/10/2026Valley Wealth Managers Inc.1,197$113K0.0%N/A0.000%
10/10/2026Davidson Trust Co.39,635$3.75M1.5%N/A0.003%
10/10/2026Freestate Advisors LLC130,766$12.36M9.4%-4.6%0.009%
10/9/2026Capital Advisors Wealth Management LLC2,849$269K0.0%-91.4%0.000%
10/9/2026Sound Income Strategies LLC8,043$761K0.0%-15.5%0.001%
10/9/2026GK Wealth Management LLC573$54K0.0%N/A0.000%
10/9/2026Balefire LLC10,762$1.02M0.2%-6.6%0.001%
10/9/2026David J Yvars Group3,368$318K0.1%+41.3%0.000%
10/9/2026Successful Portfolios LLC10,919$1.03M0.5%+7.2%0.001%
10/9/2026Bullock Wealth Management Group456$43K0.0%+94.0%0.000%
10/9/2026Wedmont Private Capital8,037$761K0.0%N/A0.001%
10/9/2026Dale Q Rice Investment Management Ltd4,428$419K0.2%-2.8%0.000%
10/9/2026Koenig Investment Advisory LLC113,444$10.73M7.4%+5.4%0.008%
10/9/2026Cadent Capital Advisors LLC4,030$381K0.1%-61.7%0.000%
10/9/2026Central Bank & Trust Co.122,146$11.55M1.7%N/A0.008%
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10/9/2026WoodTrust Financial Corp4,508$426K0.1%N/A0.000%
10/9/2026Aventus Investment Advisors Inc.89,996$8.51M6.2%+1.2%0.006%
10/9/2026McNaughton Wealth Management LLC22,025$2.08M0.7%-8.1%0.002%
10/9/2026Graves Light Lenhart Wealth Inc.1,080,576$102.16M9.3%-2.0%0.075%
10/9/2026Chapin Davis Inc.5,207$492K0.1%N/A0.000%
10/9/2026Prosperity Planning Inc.35,950$3.40M0.8%+10.8%0.002%
10/9/2026Hardin Capital Partners LLC2,342$221K0.1%-21.2%0.000%
10/9/2026Financial Designs Corp298,782$28.25M14.5%N/A0.021%
10/9/2026Eclectic Associates Inc. ADV28,296$2.68M0.3%N/A0.002%
10/9/2026LifeGoal Investments LLC12,144$1.15M0.4%-4.0%0.001%
10/9/2026MKD Wealth Coaches LLC77,644$7.34M6.1%N/A0.005%
10/9/2026ACT Wealth Management LLC102,518$9.69M2.9%+9.5%0.007%
10/9/2026Monument Capital Management5,355$506K0.1%-27.2%0.000%
10/9/2026Pacifica Partners Inc.389$37K0.0%-69.8%0.000%
10/9/2026Emergent Wealth Advisors LLC88,849$8.40M4.3%-2.6%0.006%
10/9/2026First Heartland Consultants Inc.2,782$263K0.0%N/A0.000%
10/9/2026GAMMA Investing LLC3,032$287K0.0%-15.0%0.000%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC2,133$202K0.0%-14.9%0.000%
10/9/2026Galvin Gaustad & Stein LLC249,465$23.58M1.8%-1.5%0.017%
10/8/2026Grove Bank & Trust69,761$6.60M0.7%+8.1%0.005%
10/8/2026Factor Wealth Management LTD7,397$699K0.1%-19.9%0.001%
10/8/2026Invariant Investment Management8,959$844K0.5%-22.8%0.001%
10/8/2026Farther Finance Advisors LLC357,014$33.75M0.2%+29.0%0.025%
10/8/2026Sapient Capital LLC2,952$279K0.0%N/A0.000%
10/8/2026Aletheian Wealth Advisors LLC27,694$2.62M1.1%+0.9%0.002%
10/8/2026Apeiron RIA LLC3,329$314K0.1%-6.4%0.000%
10/8/2026Apella Capital LLC56,952$5.37M0.1%+199.2%0.004%
10/8/2026Gradient Investments LLC5,063$479K0.0%N/A0.000%
10/8/2026Valeo Financial Advisors LLC52,517$4.97M0.1%-8.9%0.004%
10/8/2026Gridiron Partners LLC542,021$51.24M27.7%+3.4%0.038%
10/8/2026Tactive Advisors LLC72,122$6.82M1.7%+92.7%0.005%
10/8/2026Toth Financial Advisory Corp729$69K0.0%N/A0.000%
10/8/2026Vann Equity Management LLC4,009$379K0.2%N/A0.000%
10/8/2026City Center Advisors LLC13,048$1.23M0.9%+14.7%0.001%
10/8/2026FSA Investment Group LLC22,084$2.09M0.7%+22.6%0.002%
10/7/2026Venture Visionary Partners LLC23,597$2.23M0.1%+8.2%0.002%
10/7/2026Steph & Co.424$40K0.0%N/A0.000%
10/7/2026KFA Private Wealth Group LLC35,823$3.39M0.8%-6.9%0.002%
10/7/2026Elevation Wealth Partners LLC44,903$4.25M1.2%+1.6%0.003%
10/7/2026Retirement Wealth Solutions LLC28,035$2.65M1.4%+5.3%0.002%
10/7/2026Cooper Financial Group7,925$749K0.1%+23.5%0.001%
10/7/2026Exchange Bank29,743$2.81M1.8%-19.7%0.002%
10/7/2026Epiq Partners LLC50,753$4.80M2.1%-26.4%0.004%
10/7/2026Wealth Enhancement Trust Services Inc.53,250$5.03M0.5%-6.4%0.004%
10/7/2026Echo45 Advisors LLC8,020$758K0.3%+184.9%0.001%
10/7/2026SigFig Wealth Management LLC4,695,257$443.89M11.1%+10.2%0.327%
10/7/2026American National Bank & Trust32,593$3.08M0.3%N/A0.002%
10/7/2026Worth Asset Management LLC20,856$1.97M0.6%+27.6%0.001%
10/7/2026Matrix Trust Co259,226$24.51M3.6%+0.7%0.018%
10/7/2026Crumly & Associates Inc.2,150$203K0.0%N/A0.000%
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10/7/2026Pathway Financial Advisors LLC21,240$2.01M0.2%+34.4%0.001%
10/6/2026Juncture Wealth Strategies LLC113,074$10.69M2.7%N/A0.008%
10/6/2026Bangor Savings Bank960$91K0.0%N/A0.000%
10/6/2026Colton Groome Financial Advisors LLC280,863$26.55M6.3%+3.8%0.020%
10/6/2026GoalFusion Wealth Management LLC530,531$50.16M20.1%-5.3%0.037%
10/6/2026Iowa State Bank17,304$1.64M0.3%N/A0.001%
10/6/2026Legacy Private Trust Co.207,809$19.65M1.1%N/A0.014%
10/5/2026Rosenberg Matthew Hamilton2,301$218K0.0%+10.5%0.000%
10/5/2026Acima Private Wealth LLC103,603$9.80M2.8%-0.4%0.007%
10/5/2026Frisco Financial Planning LLC96,674$9.14M7.6%+2.7%0.007%


AGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,408 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 2,220 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 170,646,926 shares in the last 24 months. This purchase volume represents approximately $17.00B in transactions.

Of the 848 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. ($20.68M), Envestnet Portfolio Solutions Inc. ($12.36M), 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 90,824,763 shares in the last 24 months. This volume of shares sold represents approximately $9.08B 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 10/13/2026. New 13F filings are added each quarter as they're published.
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