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

iShares Core U.S. Aggregate Bond ETF logo
$98.77 +0.18 (+0.18%)
As of 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)
1720
Total
Institutional Inflows
(last 12 months)
$23.85B
Number of
Institutional Sellers
(last 12 months)
1110
Total
Institutional Outflows
(last 12 months)
$11.99B
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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
5/5/2026Compass Financial Group Inc.30,365$3.01M1.4%-1.3%0.002%
5/5/2026Midwest Professional Planners LTD.63,598$6.31M1.5%+4.5%0.005%
5/5/2026Bank of New York Mellon Corp6,649,043$660.05M0.1%+12.7%0.487%
5/5/2026Harel Insurance Investments & Financial Services Ltd.2,668$265K0.0%+17.1%0.000%
5/5/2026Ethos Financial Group LLC9,874$980K0.1%+29.8%0.001%
5/5/2026SouthState Bank Corp52,169$5.18M0.2%-16.3%0.004%
5/5/2026Meridian Management Co.71,625$7.11M1.8%+3,323.8%0.005%
5/5/2026Sanctuary Advisors LLC291,732$28.96M0.2%+1.6%0.021%
5/5/2026 MTC Wealth Management LLC449,187$44.59M21.2%+8.9%0.033%
5/5/2026 Sigma Planning Corp187,719$18.64M0.5%+10.4%0.014%
5/5/2026 Conservest Capital Advisors Inc.58,907$5.85M0.5%+34.0%0.004%
5/5/2026 Members Trust Co5,724,306$568.25M18.9%+4.3%0.419%
5/5/2026 1ST Source Bank52,070$5.17M0.3%+10.4%0.004%
5/5/2026 MB Generational Wealth LLC2,052$204K0.1%-31.6%0.000%
5/5/2026 Nwam LLC124,275$12.34M0.7%-6.6%0.009%
5/5/2026 Avantax Planning Partners Inc.76,250$7.57M0.2%-5.8%0.006%
5/4/2026 Summit Wealth Group LLC67,872$6.74M1.5%-2.2%0.005%
5/4/2026 Calamos Wealth Management LLC143,355$14.23M0.5%-13.1%0.010%
5/4/2026 Calamos Advisors LLC143,355$14.23M0.1%N/A0.010%
5/4/2026 AMG National Trust Bank33,467$3.32M0.1%+14.6%0.002%
5/4/2026 Retirement Planning Group LLC24,092$2.39M0.1%+262.8%0.002%
5/4/2026 Evernest Financial Advisors LLC7,077$704K0.2%-1.6%0.001%
5/4/2026 Objective Capital Management LLC16,598$1.65M1.7%+11.3%0.001%
5/4/2026 Lutz Financial Services LLC209,147$20.76M1.4%-4.9%0.015%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,026$896K0.0%-16.6%0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC239,690$23.79M1.2%+45.5%0.018%
5/4/2026 Bleakley Financial Group LLC20,371$2.02M0.0%N/A0.001%
5/4/2026 Archer Investment Corp999$99K0.0%+18.9%0.000%
5/4/2026 V2 Financial group LLC11,082$1.10M0.5%-2.6%0.001%
5/4/2026 Center for Financial Planning Inc.1,053,708$104.60M10.9%+2.2%0.077%
5/4/2026 HBW Advisory Services LLC2,792$277K0.0%+10.3%0.000%
5/4/2026 Principal Financial Group Inc.200,698$19.92M0.0%-64.6%0.015%
5/4/2026 Sfam LLC136,727$13.57M12.6%+6.1%0.010%
5/4/2026 Chicago Partners Investment Group LLC102,028$10.16M0.2%+7.7%0.007%
5/4/2026 Parr Mcknight Wealth Management Group LLC2,881$286K0.0%-53.2%0.000%
5/4/2026 Uptick Partners LLC4,224$419K0.1%-76.4%0.000%
5/4/2026 Y.D. More Investments Ltd6,545$649K0.0%+18.0%0.000%
5/4/2026 Hibernia Wealth Partners LLC13,970$1.39M0.4%+85.9%0.001%
5/4/2026 Lifeworks Advisors LLC8,508$845K0.1%-20.3%0.001%
5/4/2026 Procyon Advisors LLC12,085$1.20M0.0%+7.5%0.001%
5/2/2026 Avion Wealth10,006$993K0.2%-1.7%0.001%
5/2/2026 Navigate Wealth Management LLC72,576$7.22M5.1%N/A0.005%
5/2/2026 CAP Partners LLC35,986$3.57M2.0%+9.2%0.003%
5/2/2026 Global Assets Advisory LLC76,693$7.61M1.8%+2.1%0.006%
5/2/2026 International Assets Investment Management LLC19,523$1.93M0.0%+2.4%0.001%
5/2/2026 Associated Banc Corp6,147$610K0.0%+6.3%0.000%
5/2/2026 Diversify Wealth Management LLC166,332$16.46M0.3%+841.3%0.012%
5/2/2026 Towercrest Capital Management408,315$40.54M6.3%+6.7%0.030%
5/2/2026 Valmark Advisers Inc.127,735$12.68M0.2%-48.4%0.009%
5/2/2026 Carnegie Investment Counsel10,562$1.05M0.0%+29.4%0.001%
5/1/2026 Welch & Forbes LLC28,450$2.82M0.0%+40.3%0.002%
5/1/2026 Ferguson Wellman Capital Management Inc.1,700,375$168.80M2.3%N/A0.124%
5/1/2026 Citizens Financial Group Inc. RI82,773$8.22M0.1%-9.5%0.006%
5/1/2026 Midwest Trust Co41,675$4.14M0.1%+29.8%0.003%
5/1/2026 Fifth Third Bancorp3,183,564$316.03M0.6%+144.7%0.233%
5/1/2026 Sovran Advisors LLC78,439$7.77M0.6%+4.7%0.006%
5/1/2026 Rossmore Private Capital2,332$231K0.0%+14.8%0.000%
5/1/2026 American Trust3,917$389K0.0%-16.7%0.000%
5/1/2026 Summit Financial Strategies Inc.4,900$486K0.0%+9.9%0.000%
5/1/2026 Droms Strauss Advisors Inc. MO ADV6,226$618K0.2%-2.4%0.000%
5/1/2026 WealthShield Partners LLC28,330$2.81M0.3%+7.9%0.002%
5/1/2026 Farrow Financial Inc.7,416$736K0.4%+2.3%0.001%
5/1/2026 Granite Bay Wealth Management LLC41,594$4.11M0.9%+10.4%0.003%
5/1/2026 Simplicity Wealth LLC53,109$5.27M0.3%+54.9%0.004%
5/1/2026 Petix & Botte Co3,374$335K0.1%-7.1%0.000%
5/1/2026 Sequoia Financial Advisors LLC152,528$15.14M0.1%-9.4%0.011%
5/1/2026 Mascoma Wealth Management LLC507,055$50.34M10.4%-1.3%0.037%
5/1/2026 Beirne Wealth Consulting Services LLC425,964$42.29M12.0%+2.9%0.031%
5/1/2026 KLCM Advisors Inc.3,540$351K0.0%+5.4%0.000%
5/1/2026 Cedar Mountain Advisors LLC73,655$7.31M1.4%+0.4%0.005%
5/1/2026 Manning & Napier Advisors LLC473$47K0.0%N/A0.000%
5/1/2026 DMC Group LLC65,123$6.47M4.4%+3.4%0.005%
4/30/2026 Hsbc Holdings PLC1,151,847$114.34M0.1%+0.3%0.084%
4/30/2026 Accredited Investors Inc.33,966$3.37M0.2%+11.0%0.002%
4/30/2026 Peterson Wealth Services6,204$616K0.2%+4.3%0.000%
4/30/2026 Beacon Financial Group5,258$522K0.1%-6.0%0.000%
4/30/2026 Forza Wealth Management LLC13,682$1.36M0.5%+5.7%0.001%
4/30/2026 First Horizon Corp179,748$17.84M0.7%+5.2%0.013%
4/30/2026 Pearl Planning LLC7,427$737K0.4%-2.3%0.001%
4/30/2026 Stronghold Wealth Management L.L.C.33,742$3.35M5.1%+0.8%0.002%
4/30/2026 Kestra Advisory Services LLC609,012$60.46M0.2%+13.0%0.045%
4/30/2026 Money Concepts Capital Corp127,502$12.66M0.7%+1.9%0.009%
4/30/2026 ES4 LLC154,657$15.35M9.9%+0.6%0.011%
4/30/2026 Beam Wealth Advisors Inc.30,588$3.04M0.8%+97.4%0.002%
4/30/2026 Your Advocates Ltd. LLP618$61K0.0%-17.6%0.000%
4/30/2026 Isthmus Partners LLC6,694$665K0.1%N/A0.000%
4/30/2026 Cooksen Wealth LLC28,482$2.83M2.1%+5.1%0.002%
4/30/2026 CFS Investment Advisory Services LLC92,816$9.27M0.7%-16.3%0.007%
4/30/2026 Cahaba Wealth Management Inc.23,028$2.29M0.2%+34.1%0.002%
4/30/2026 First Interstate Bank30,435$3.02M0.2%+6.0%0.002%
4/30/2026 Greenwood Capital Associates LLC141,303$14.03M1.5%+4.3%0.010%
4/30/2026 Efficient Advisors LLC262,936$26.10M1.9%-46.8%0.019%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA253$25K0.0%-83.1%0.000%
4/30/2026 Bluestem Financial Advisors LLC43,632$4.33M1.7%-0.4%0.003%
4/29/2026 SilverOak Wealth Management LLC2,390$237K0.0%+6.8%0.000%
4/29/2026 Axxcess Wealth Management LLC1,789,175$177.61M5.7%-6.7%0.131%
4/29/2026 Cvfg LLC8,400$834K0.1%N/A0.001%
4/29/2026 Arbor Trust Wealth Advisors LLC51,219$5.09M2.2%+9.8%0.004%
4/29/2026 Saxon Interests Inc.31,050$3.08M1.1%+0.6%0.002%
4/29/2026 Childress Capital Advisors LLC10,646$1.06M0.2%+1.0%0.001%


AGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGG shares?

During the previous two years, 2,428 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), Wells Fargo & Company MN ($6.07B), Bank of America Corp DE ($5.37B), 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 2,247 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), Jones Financial Companies Lllp ($26.13M), Sagespring Wealth Partners LLC ($25.58M), US Bancorp DE ($18.68M), Bank of America Corp DE ($15.69M), 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 239,518,975 shares in the last 24 months. This purchase volume represents approximately $23.85B in transactions.

Which of iShares Core U.S. Aggregate Bond ETF's major shareholders have been selling company stock?

Of the 1,102 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 ($6.13M), Ameriprise Financial Inc. ($4.57M), Raymond James Financial Inc. ($3.96M), and Wells Fargo & Company MN ($3.06M).

How much institutional selling is happening at iShares Core U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 120,073,357 shares in the last 24 months. This volume of shares sold represents approximately $11.99B in transactions.


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