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

iShares Core U.S. Aggregate Bond ETF logo
$98.76 0.00 (0.00%)
As of 06/12/2026 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)
1700
Total
Institutional Inflows
(last 12 months)
$21.39B
Number of
Institutional Sellers
(last 12 months)
1054
Total
Institutional Outflows
(last 12 months)
$11.26B
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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
6/11/2026 E Wealth Partners LLC10,513$1.04M0.8%+10.0%0.001%
6/10/2026 Curry Webb Wealth Management LLC55,264$5.49M2.6%N/A0.004%
6/10/2026 FAS Wealth Partners Inc.5,274$524K0.0%-18.3%0.000%
6/8/2026 Farmers National Bank7,137$708K0.2%-1.6%0.001%
6/3/2026 DV Trading LLC17,640$1.75M0.0%+60.2%0.001%
6/3/2026 Parallel Advisors LLC324,740$32.24M0.6%+24.1%0.024%
6/3/2026 NewEdge Advisors LLC854,978$84.87M0.3%-8.9%0.063%
6/2/2026 Optiver Holding B.V.33,538$3.33M0.0%+41.7%0.002%
6/2/2026 Blue Edge Capital LLC5,352$531K0.1%+11.9%0.000%
6/1/2026 Caerus Investment Advisors LLC2,520$250K0.1%N/A0.000%
6/1/2026 Foguth Wealth Management LLC.154,687$15.32M1.9%-24.4%0.011%
6/1/2026 Concorde Asset Management LLC2,270$225K0.1%-16.7%0.000%
6/1/2026 Integrated Investment Consultants LLC26,487$2.63M0.6%-16.3%0.002%
6/1/2026 Dala Group LLC8,522$846K0.7%N/A0.001%
6/1/2026 Keel Point LLC524,169$52.03M3.4%+6.4%0.038%
5/29/2026 Asset Dedication LLC1,211$120K0.0%+346.9%0.000%
5/28/2026 Lavelle Capital LP13,487$1.34M0.8%N/A0.001%
5/28/2026 Blue Fin Capital Inc.8,801$874K0.1%-2.7%0.001%
5/27/2026 Alpha Capital Advisors Inc. ADV24,449$2.43M2.3%+4.9%0.002%
5/27/2026 Wilshire Advisors LLC22,396$2.22M22.3%-6.1%0.002%
5/27/2026 Security Financial Services INC.18,816$1.87M0.3%-14.3%0.001%
5/22/2026 Coastline Complete Wealth LLC7,755$770K0.5%N/A0.001%
5/22/2026 Wellington Grp LLC1,251$124K0.0%+188.2%0.000%
5/22/2026 Verus Capital Partners LLC3,553$353K0.0%-47.4%0.000%
5/21/2026 Essential Partners LLC2,500$248K0.1%N/A0.000%
5/21/2026 BankChampaign National Association1,679$167K0.2%N/A0.000%
5/20/2026 Cadia Private Client LLC46,546$4.62M3.7%-6.4%0.003%
5/20/2026 Hobbs Group Advisors LLC3,719$369K0.1%-11.2%0.000%
5/20/2026 SHUTTLEWORTH & Co20,421$2.03M1.8%+59.7%0.001%
5/20/2026 Arete Wealth Advisors LLC61,437$6.11M0.4%-22.7%0.004%
5/20/2026 SOA Wealth Advisors LLC.3,752$372K0.0%+8.4%0.000%
5/19/2026 Western Wealth Management LLC42,580$4.23M0.2%+11.5%0.003%
5/19/2026 Sonoma Allocations LLC76,419$7.58M2.6%-26.0%0.006%
5/19/2026 Bank of America Corp DE69,660,482$6.92B0.5%+29.6%5.098%
5/19/2026 Edgestream Partners L.P.14,792$1.47M0.0%-82.1%0.001%
5/19/2026 Vestwell Advisors LLC39,637$3.94M1.1%+4.7%0.003%
5/19/2026 Chesapeake Wealth Management193,951$19.25M5.9%+4.6%0.014%
5/19/2026 Janus Henderson Group PLC3,411,430$338.65M0.2%+1.7%0.250%
5/19/2026 Strategic Investment Advisors MI3,006$298K0.0%-13.5%0.000%
5/19/2026 Ashton Thomas Securities LLC91,773$9.11M1.1%N/A0.007%
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5/19/2026 Arkadios Wealth Advisors86,786$8.62M0.1%+518.0%0.006%
5/19/2026 South Dakota Investment Council3,272,335$324.85M6.2%+16.0%0.240%
5/19/2026 IFS Group LLC28,059$2.79M2.5%N/A0.002%
5/19/2026 Arete Wealth Advisors LLC61,437$6.11M0.4%-22.7%0.004%
5/18/2026 Sunbelt Securities Inc.8,599$854K0.1%-4.6%0.001%
5/18/2026 Guardian Partners Inc.8,353$830K0.1%+12.6%0.001%
5/18/2026 EverSource Wealth Advisors LLC3,773$375K0.0%-44.8%0.000%
5/18/2026 Talon Private Wealth LLC6,118$607K0.1%N/A0.000%
5/18/2026 Royal Bank of Canada6,744,642$669.54M0.1%+39.2%0.494%
5/18/2026 Evercore Wealth Management LLC41,343$4.10M0.1%+1.0%0.003%
5/16/2026 The Manufacturers Life Insurance Company 4,763$473K0.0%-35.9%0.000%
5/16/2026 Glen Eagle Advisors LLC6,545$650K0.1%+50.8%0.000%
5/16/2026 Quantinno Capital Management LP28,882$2.87M0.0%+208.0%0.002%
5/16/2026 Lazard Asset Management LLC138,013$13.70M0.0%-20.7%0.010%
5/15/2026 Legacy PCG LLC14,152$1.41M7.5%-85.2%0.001%
5/15/2026 Intelligence Driven Advisers LLC15,534$1.54M0.3%-12.9%0.001%
5/15/2026 Northeast Financial Group Inc.63,628$6.32M1.6%-9.8%0.005%
5/15/2026 Gateway Wealth Partners LLC39,183$3.89M0.2%+362.8%0.003%
5/15/2026 Blue Chip Partners LLC108,098$10.73M0.8%-2.9%0.008%
5/15/2026 Cypress Capital Group35,741$3.55M0.4%+32.9%0.003%
5/15/2026 Vawter Financial Ltd.17,823$1.77M0.7%+1.1%0.001%
5/15/2026 Matrix Private Capital Group LLC1,744$173K0.1%N/A0.000%
5/15/2026 Waverly Advisors LLC191,712$19.03M0.1%-4.9%0.014%
5/15/2026 Asset Management Group Inc.25,418$2.52M0.4%+0.5%0.002%
5/15/2026 Boreal Capital Management LLC800$79K0.1%-77.3%0.000%
5/14/2026 Hilltop Holdings Inc.27,657$2.75M0.2%+66.3%0.002%
5/14/2026 Rockbridge Investment Management LCC11,040$1.10M0.1%-4.2%0.001%
5/14/2026 Pennington Partners & CO. LLC6,226$618K0.2%-10.5%0.000%
5/14/2026 GC Wealth Management RIA LLC2,402$238K0.0%N/A0.000%
5/14/2026 Compound Planning Inc.299,111$29.69M0.9%+10.1%0.022%
5/14/2026 Modern Wealth Management LLC136,864$13.55M0.2%+2.2%0.010%
5/14/2026 Keebeck Wealth Management11,559$1.15M0.1%-25.3%0.001%
5/14/2026 First Washington CORP40,935$4.06M1.1%-86.3%0.003%
5/14/2026 Liberty One Investment Management LLC24,150$2.40M0.2%+45.0%0.002%
5/14/2026 Alamar Capital Management LLC74,293$7.38M4.5%N/A0.005%
5/14/2026 Lido Advisors LLC621,215$61.67M0.2%+3.6%0.045%
5/13/2026 Cetera Investment Advisers15,252,353$1.51B1.6%-1.1%1.116%
5/13/2026 Envision Financial Transparency LLC2,796$278K0.3%N/A0.000%
5/13/2026 Wealthspire Retirement LLC423,670$42.06M2.5%-39.6%0.031%
5/13/2026 American Investment Services Inc.22,794$2.26M0.5%+11.7%0.002%
5/13/2026 Bowie Capital Management LLC18,000$1.79M0.1%+80.0%0.001%
5/13/2026 Cambridge Associates LLC MA ADV975,887$96.88M1.5%-5.9%0.071%
5/13/2026 Clearwater Capital Advisors LLC97,252$9.65M0.8%-7.8%0.007%
5/13/2026 Measured Wealth Private Client Group LLC28,181$2.80M0.8%-2.9%0.002%
5/13/2026 Signature Equity Partners LLC413$41K0.0%+182.9%0.000%
5/13/2026 NewEdge Wealth LLC327,394$32.50M0.4%+4.2%0.024%
5/13/2026 Alpha Financial Partners LLC174,670$17.34M10.3%+0.5%0.013%
5/13/2026 First Citizens Bank & Trust Co.1,875,166$186.15M3.2%+170.9%0.137%
5/13/2026 Acumen Wealth Advisors LLC347,987$34.55M9.3%+1.6%0.025%
5/13/2026 First Trust Advisors LP33,739$3.35M0.0%+5.2%0.002%
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5/12/2026 a16z Perennial Management L.P.321,231$31.89M2.6%N/A0.024%
5/12/2026 Bellwether Advisors LLC17,792$1.77M0.3%-1.0%0.001%
5/8/2026 PNC Financial Services Group Inc.10,336,251$1.03B0.6%+4.6%0.757%
5/8/2026 HORAN Wealth LLC11,578$1.16M0.1%N/A0.001%
5/8/2026 Summit Asset Management LLC311,757$30.95M4.3%+8.9%0.023%
5/8/2026 Glenview Trust Co55,735$5.53M0.1%+3.4%0.004%
5/8/2026 Atlantic Family Wealth LLC8,120$806K0.6%-17.8%0.001%
5/8/2026 Madison Asset Management LLC253,778$25.19M0.3%+2.3%0.019%
5/8/2026 Summit Global Investments78,176$7.76M0.5%-87.3%0.006%
5/8/2026 CVS HEALTH Corp149,700$14.86M7.0%N/A0.011%


AGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,433 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 2,246 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 ($15.99M), Arizona PSPRS Trust ($13.63M), and Envestnet Asset Management Inc. ($13.09M).

Institutional investors have bought a total of 214,609,815 shares in the last 24 months. This purchase volume represents approximately $21.39B in transactions.

Of the 1,054 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 ($5.24M), Raymond James Financial Inc. ($3.96M), Wells Fargo & Company MN ($3.06M), and Factory Mutual Insurance Co. ($3.04M).

Institutional investors have sold a total of 112,746,164 shares in the last 24 months. This volume of shares sold represents approximately $11.26B in transactions.


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This page (NYSEARCA:AGG) was last updated on 6/15/2026 by MarketBeat.com Staff.
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