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

iShares Core U.S. Aggregate Bond ETF logo
$97.63 -0.06 (-0.06%)
As of 10:28 AM 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)
1575
Total
Institutional Inflows
(last 12 months)
$16.71B
Number of
Institutional Sellers
(last 12 months)
861
Total
Institutional Outflows
(last 12 months)
$9.28B
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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
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%
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%
7/10/2026 Sunesis Advisors LLC201,340$19.93M8.2%-1.8%0.014%
7/10/2026 Canvas Wealth Advisors LLC58,191$5.76M0.8%+0.3%0.004%
7/10/2026 Rise Advisors LLC3,344$331K0.1%+12.3%0.000%
7/10/2026 Fiduciary Financial Group LLC13,777$1.36M0.2%+2.1%0.001%
7/10/2026 Farrell Financial LLC5,736$568K0.3%-8.7%0.000%
7/10/2026 HRC Wealth Management LLC9,552$945K0.4%-8.4%0.001%
7/10/2026 City Holding Co.260$26K0.0%-76.0%0.000%
7/10/2026 Charles Schwab Trust Co699,226$69.21M3.9%-0.9%0.050%
7/10/2026 Prosperity Planning Inc.32,446$3.21M0.7%+3.8%0.002%
7/10/2026 Financial Designs Corp288,327$28.54M15.3%+5.6%0.021%
7/10/2026 Affiance Financial LLC990,470$98.04M14.1%+1.9%0.071%
7/10/2026 FC Advisory LLC152,147$15.06M4.0%+1.5%0.011%
7/10/2026 Redhawk Wealth Advisors Inc.4,713$466K0.0%+68.3%0.000%
7/10/2026 Marquette Asset Management LLC325,066$32.18M4.1%+6.5%0.023%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,874$680K0.1%-60.1%0.000%
7/10/2026 Sterling Investment Advisors LLC ADV40,955$4.05M1.8%+7.6%0.003%
7/10/2026 Wealthcare Advisory Partners LLC442,103$43.76M0.8%+9.0%0.032%
7/9/2026 Kopp Family Office LLC337,533$33.41M20.5%+22.6%0.024%
7/9/2026 First Bank & Trust366,803$36.31M5.3%+2.5%0.026%
7/9/2026 Matrix Trust Co257,323$25.47M3.7%-0.5%0.018%
7/9/2026 Wealthcare Capital Partners LLC49,180$4.87M2.0%+9.6%0.004%
7/9/2026 Tenzing Financial LLC2,418$239K0.2%N/A0.000%
7/9/2026 Professional Financial Advisors LLC352,310$34.87M6.0%-49.3%0.025%
7/9/2026 Focus Financial Network Inc.641,837$63.53M2.0%+5.5%0.046%
7/9/2026 Wealthcare Capital Management LLC45,792$4.53M0.4%+182.3%0.003%
7/9/2026 Legacy Wealth Management LLC37,783$3.74M0.2%-7.3%0.003%
7/9/2026 Kastel Capital Advisors LLC32,266$3.20M1.9%-39.1%0.002%
7/9/2026 Corepath Wealth Partners LLC123,414$12.10M7.5%+5.7%0.009%
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7/9/2026 Exchange Bank37,018$3.66M2.3%-1.1%0.003%
7/9/2026 Arista Wealth Management LLC30,307$3M0.3%+0.9%0.002%
7/9/2026 Aletheian Wealth Advisors LLC27,449$2.72M1.2%-4.7%0.002%
7/9/2026 Tactive Advisors LLC37,435$3.71M0.9%-20.3%0.003%
7/9/2026 Everhart Financial Group Inc.3,551$351K0.0%+3.7%0.000%
7/9/2026 Topor & Co. Korea26,135$2.59M2.0%-4.5%0.002%
7/9/2026 Sax Wealth Advisors LLC66,605$6.61M0.2%+31.2%0.005%
7/9/2026 Hennion & Walsh Asset Management Inc.4,946$490K0.0%+6.6%0.000%
7/9/2026 Pine Haven Investment Counsel Inc2,729$270K0.2%-20.2%0.000%
7/9/2026 Valeo Financial Advisors LLC57,658$5.71M0.1%-14.3%0.004%
7/9/2026 TL Private Wealth2,525$248K0.1%N/A0.000%
7/9/2026 Worth Asset Management LLC16,346$1.62M0.5%+26.4%0.001%
7/8/2026 Gradient Investments LLC2,147$213K0.0%-7.9%0.000%
7/8/2026 Rockland Trust Co.3,579$354K0.0%-58.0%0.000%
7/8/2026 Invariant Investment Management11,601$1.15M0.7%+8.6%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.388,721$38.48M1.4%+5.1%0.028%
7/8/2026 Beacon Financial Strategies CORP793$78K0.0%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC83,979$8.31M0.3%+4.5%0.006%
7/8/2026 First Heartland Consultants Inc.3,312$328K0.0%+7.2%0.000%
7/8/2026 OFS Enterprise LLC129,872$12.86M3.3%+9.0%0.009%
7/8/2026 Cooper Financial Group6,416$635K0.1%+70.5%0.000%
7/8/2026 Finley Financial LLC8,410$832K0.3%-5.6%0.001%
7/8/2026 Brave Asset Management Inc.382,543$37.86M8.1%-4.2%0.027%
7/8/2026 Factor Wealth Management LTD9,236$914K0.1%-18.1%0.001%
7/8/2026 ACT Wealth Management LLC93,582$9.26M2.7%+2.0%0.007%
7/8/2026 Attessa Capital LLC5,206$515K0.2%+5.7%0.000%
7/8/2026 Elevation Wealth Partners LLC44,201$4.38M1.3%+0.6%0.003%
7/8/2026 Cultivar Capital Inc.254,345$25.18M16.2%+2.4%0.018%
7/8/2026 Clark Asset Management LLC14,470$1.43M0.1%N/A0.001%
7/8/2026 Eclectic Associates Inc. ADV27,470$2.72M0.3%+15.8%0.002%
7/8/2026 Hardin Capital Partners LLC2,971$294K0.1%-9.7%0.000%
7/8/2026 Archer Investment Management LLC18,745$1.86M0.6%N/A0.001%
7/7/2026 Pioneer Wealth Management Group4,555$451K0.1%N/A0.000%
7/7/2026 Fermata Advisors LLC9,989$989K0.2%+3.1%0.001%
7/7/2026 JGP Wealth Management LLC71,752$7.10M0.6%+35.6%0.005%
7/7/2026 Mechanics Bank Trust Department28,844$2.86M0.4%-14.4%0.002%
7/7/2026 David J Yvars Group2,383$236K0.1%N/A0.000%
7/7/2026 Balefire LLC11,523$1.14M0.2%-3.0%0.001%
7/7/2026 Dynamic Advisor Solutions LLC40,373$4.00M0.1%-4.5%0.003%
7/7/2026 McNaughton Wealth Management LLC23,965$2.37M0.8%+7.1%0.002%
7/7/2026 Graves Light Lenhart Wealth Inc.1,102,068$109.08M10.2%+5.8%0.079%
7/7/2026 GAMMA Investing LLC3,565$353K0.0%+993.6%0.000%
7/7/2026 Avior Wealth Management LLC114,823$11.36M0.3%-60.9%0.008%
7/7/2026 Value Investment Professionals LLC11,658$1.15M1.0%+14.7%0.001%
7/7/2026 Addis & Hill Inc90,456$8.95M4.9%+3.5%0.006%
7/7/2026 Sandy Cove Advisors LLC121,827$12.06M3.0%-9.7%0.009%
7/7/2026 Epiq Partners LLC68,970$6.83M2.9%-5.2%0.005%
7/7/2026 Grove Bank & Trust64,508$6.39M0.6%+1.7%0.005%
7/7/2026 Somnio Financial Group LLC141,923$14.05M8.3%+5.3%0.010%
7/7/2026 CGN Advisors LLC30,924$3.06M0.2%+1.4%0.002%
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7/7/2026 CoreCap Advisors LLC11,801$1.17M0.0%+25.0%0.001%
7/7/2026 Pacific Excel Wealth Advisors Inc.28,089$2.78M1.1%N/A0.002%
7/7/2026 Pathway Financial Advisors LLC15,806$1.56M0.2%+2.4%0.001%
7/7/2026 City Center Advisors LLC11,374$1.13M0.9%-1.5%0.001%
7/6/2026 Sincerus Advisory LLC56,089$5.55M3.8%+14.8%0.004%
7/6/2026 Private Client Services LLC77,345$7.66M2.0%+0.8%0.006%
7/6/2026 RDA Financial Network3,089$306K0.1%N/A0.000%
7/6/2026 Dogwood Wealth Management LLC2,325$230K0.1%-48.0%0.000%
7/6/2026 Trilogy Capital Inc.23,395$2.32M0.1%+0.5%0.002%
7/6/2026 Acima Private Wealth LLC103,994$10.29M3.0%+2.8%0.007%


AGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,395 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.

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 2,209 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. ($9.28M).

Institutional investors have bought a total of 167,385,881 shares in the last 24 months. This purchase volume represents approximately $16.71B 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 ($5.24M), 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 92,799,901 shares in the last 24 months. This volume of shares sold represents approximately $9.28B 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 8/12/2026. New 13F filings are added each quarter as they're published.
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