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

$97.46 +0.12 (+0.12%)

As of 07/24/2026 04:10 PM Eastern

Current Institutional Ownership Percentage: 83.63%
Number of Institutional Buyers (last 12 months): 1666
Total Institutional Inflows (last 12 months): $19.49B

Number of Institutional Sellers (last 12 months): 970
Total Institutional Outflows (last 12 months): $10.99B

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.

AGG Institutional Buying and Selling by Quarter

iShares Core U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/12/2026	Ballast Inc.	22,776	$2.25M	0.4%	+0.9%	0.002%
7/10/2026	GoalFusion Wealth Management LLC	560,186	$55.45M	22.4%	+7.0%	0.040%
7/10/2026	Abound Wealth Management	510,029	$50.48M	10.0%	+6.1%	0.036%
7/10/2026	Envision Financial LLC	61,322	$6.07M	2.8%	+52.2%	0.004%
7/10/2026	Investors Research Corp	352	$35K	0.0%	+73.4%	0.000%
7/10/2026	Annex Advisory Services LLC	2,139	$212K	0.0%	-14.1%	0.000%
7/10/2026	Accel Wealth Management	49,572	$4.91M	1.1%	+0.5%	0.004%
7/10/2026	Adirondack Capital Advisors LLC	2,719	$269K	0.1%	+11.0%	0.000%
7/10/2026	FORM Wealth Advisors LLC	834,770	$82.63M	9.1%	+64.8%	0.059%
7/10/2026	JFS Wealth Advisors LLC	741,875	$73.43M	3.7%	+5.9%	0.053%
Get the Latest News and Ratings for AGG and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and its competitors with MarketBeat's FREE daily newsletter.
7/10/2026	Sunesis Advisors LLC	201,340	$19.93M	8.2%	-1.8%	0.014%
7/10/2026	Canvas Wealth Advisors LLC	58,191	$5.76M	0.8%	+0.3%	0.004%
7/10/2026	Rise Advisors LLC	3,344	$331K	0.1%	+12.3%	0.000%
7/10/2026	Fiduciary Financial Group LLC	13,777	$1.36M	0.2%	+2.1%	0.001%
7/10/2026	Farrell Financial LLC	5,736	$568K	0.3%	-8.7%	0.000%
7/10/2026	HRC Wealth Management LLC	9,552	$945K	0.4%	-8.4%	0.001%
7/10/2026	City Holding Co.	260	$26K	0.0%	-76.0%	0.000%
7/10/2026	Charles Schwab Trust Co	699,226	$69.21M	3.9%	-0.9%	0.050%
7/10/2026	Prosperity Planning Inc.	32,446	$3.21M	0.7%	+3.8%	0.002%
7/10/2026	Financial Designs Corp	288,327	$28.54M	15.3%	+5.6%	0.021%
7/10/2026	Affiance Financial LLC	990,470	$98.04M	14.1%	+1.9%	0.071%
7/10/2026	FC Advisory LLC	152,147	$15.06M	4.0%	+1.5%	0.011%
7/10/2026	Redhawk Wealth Advisors Inc.	4,713	$466K	0.0%	+68.3%	0.000%
7/10/2026	Marquette Asset Management LLC	325,066	$32.18M	4.1%	+6.5%	0.023%
7/10/2026	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	6,874	$680K	0.1%	-60.1%	0.000%
7/10/2026	Sterling Investment Advisors LLC ADV	40,955	$4.05M	1.8%	+7.6%	0.003%
7/10/2026	Wealthcare Advisory Partners LLC	442,103	$43.76M	0.8%	+9.0%	0.032%
7/9/2026	Kopp Family Office LLC	337,533	$33.41M	20.5%	+22.6%	0.024%
7/9/2026	First Bank & Trust	366,803	$36.31M	5.3%	+2.5%	0.026%
7/9/2026	Matrix Trust Co	257,323	$25.47M	3.7%	-0.5%	0.018%
7/9/2026	Wealthcare Capital Partners LLC	49,180	$4.87M	2.0%	+9.6%	0.004%
7/9/2026	Tenzing Financial LLC	2,418	$239K	0.2%	N/A	0.000%
7/9/2026	Professional Financial Advisors LLC	352,310	$34.87M	6.0%	-49.3%	0.025%
7/9/2026	Focus Financial Network Inc.	641,837	$63.53M	2.0%	+5.5%	0.046%
7/9/2026	Wealthcare Capital Management LLC	45,792	$4.53M	0.4%	+182.3%	0.003%
7/9/2026	Legacy Wealth Management LLC	37,783	$3.74M	0.2%	-7.3%	0.003%
7/9/2026	Kastel Capital Advisors LLC	32,266	$3.20M	1.9%	-39.1%	0.002%
7/9/2026	Corepath Wealth Partners LLC	123,414	$12.10M	7.5%	+5.7%	0.009%
7/9/2026	Exchange Bank	37,018	$3.66M	2.3%	-1.1%	0.003%
7/9/2026	Arista Wealth Management LLC	30,307	$3M	0.3%	+0.9%	0.002%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
7/9/2026	Aletheian Wealth Advisors LLC	27,449	$2.72M	1.2%	-4.7%	0.002%
7/9/2026	Tactive Advisors LLC	37,435	$3.71M	0.9%	-20.3%	0.003%
7/9/2026	Everhart Financial Group Inc.	3,551	$351K	0.0%	+3.7%	0.000%
7/9/2026	Topor & Co. Korea	26,135	$2.59M	2.0%	-4.5%	0.002%
7/9/2026	Sax Wealth Advisors LLC	66,605	$6.61M	0.2%	+31.2%	0.005%
7/9/2026	Hennion & Walsh Asset Management Inc.	4,946	$490K	0.0%	+6.6%	0.000%
7/9/2026	Pine Haven Investment Counsel Inc	2,729	$270K	0.2%	-20.2%	0.000%
7/9/2026	Valeo Financial Advisors LLC	57,658	$5.71M	0.1%	-14.3%	0.004%
7/9/2026	TL Private Wealth	2,525	$248K	0.1%	N/A	0.000%
7/9/2026	Worth Asset Management LLC	16,346	$1.62M	0.5%	+26.4%	0.001%
7/8/2026	Gradient Investments LLC	2,147	$213K	0.0%	-7.9%	0.000%
7/8/2026	Rockland Trust Co.	3,579	$354K	0.0%	-58.0%	0.000%
7/8/2026	Invariant Investment Management	11,601	$1.15M	0.7%	+8.6%	0.001%
7/8/2026	Beacon Investment Advisory Services Inc.	388,721	$38.48M	1.4%	+5.1%	0.028%
7/8/2026	Beacon Financial Strategies CORP	793	$78K	0.0%	N/A	0.000%
7/8/2026	Chesley Taft & Associates LLC	83,979	$8.31M	0.3%	+4.5%	0.006%
7/8/2026	First Heartland Consultants Inc.	3,312	$328K	0.0%	+7.2%	0.000%
7/8/2026	OFS Enterprise LLC	129,872	$12.86M	3.3%	+9.0%	0.009%
7/8/2026	Cooper Financial Group	6,416	$635K	0.1%	+70.5%	0.000%
7/8/2026	Finley Financial LLC	8,410	$832K	0.3%	-5.6%	0.001%
7/8/2026	Brave Asset Management Inc.	382,543	$37.86M	8.1%	-4.2%	0.027%
7/8/2026	Factor Wealth Management LTD	9,236	$914K	0.1%	-18.1%	0.001%
7/8/2026	ACT Wealth Management LLC	93,582	$9.26M	2.7%	+2.0%	0.007%
7/8/2026	Attessa Capital LLC	5,206	$515K	0.2%	+5.7%	0.000%
7/8/2026	Elevation Wealth Partners LLC	44,201	$4.38M	1.3%	+0.6%	0.003%
7/8/2026	Cultivar Capital Inc.	254,345	$25.18M	16.2%	+2.4%	0.018%
7/8/2026	Clark Asset Management LLC	14,470	$1.43M	0.1%	N/A	0.001%
7/8/2026	Eclectic Associates Inc. ADV	27,470	$2.72M	0.3%	+15.8%	0.002%
7/8/2026	Hardin Capital Partners LLC	2,971	$294K	0.1%	-9.7%	0.000%
7/8/2026	Archer Investment Management LLC	18,745	$1.86M	0.6%	N/A	0.001%
7/7/2026	Pioneer Wealth Management Group	4,555	$451K	0.1%	N/A	0.000%
7/7/2026	Fermata Advisors LLC	9,989	$989K	0.2%	+3.1%	0.001%
7/7/2026	JGP Wealth Management LLC	71,752	$7.10M	0.6%	+35.6%	0.005%
7/7/2026	Mechanics Bank Trust Department	28,844	$2.86M	0.4%	-14.4%	0.002%
7/7/2026	David J Yvars Group	2,383	$236K	0.1%	N/A	0.000%
7/7/2026	Balefire LLC	11,523	$1.14M	0.2%	-3.0%	0.001%
7/7/2026	Dynamic Advisor Solutions LLC	40,373	$4.00M	0.1%	-4.5%	0.003%
7/7/2026	McNaughton Wealth Management LLC	23,965	$2.37M	0.8%	+7.1%	0.002%
7/7/2026	Graves Light Lenhart Wealth Inc.	1,102,068	$109.08M	10.2%	+5.8%	0.079%
7/7/2026	GAMMA Investing LLC	3,565	$353K	0.0%	+993.6%	0.000%
7/7/2026	Avior Wealth Management LLC	114,823	$11.36M	0.3%	-60.9%	0.008%
7/7/2026	Value Investment Professionals LLC	11,658	$1.15M	1.0%	+14.7%	0.001%
7/7/2026	Addis & Hill Inc	90,456	$8.95M	4.9%	+3.5%	0.006%
7/7/2026	Sandy Cove Advisors LLC	121,827	$12.06M	3.0%	-9.7%	0.009%
7/7/2026	Epiq Partners LLC	68,970	$6.83M	2.9%	-5.2%	0.005%
7/7/2026	Grove Bank & Trust	64,508	$6.39M	0.6%	+1.7%	0.005%
7/7/2026	Somnio Financial Group LLC	141,923	$14.05M	8.3%	+5.3%	0.010%
7/7/2026	CGN Advisors LLC	30,924	$3.06M	0.2%	+1.4%	0.002%
7/7/2026	CoreCap Advisors LLC	11,801	$1.17M	0.0%	+25.0%	0.001%
7/7/2026	Pacific Excel Wealth Advisors Inc.	28,089	$2.78M	1.1%	N/A	0.002%
The end may be near for these iconic stocks (Ad) Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
7/7/2026	Pathway Financial Advisors LLC	15,806	$1.56M	0.2%	+2.4%	0.001%
7/7/2026	City Center Advisors LLC	11,374	$1.13M	0.9%	-1.5%	0.001%
7/6/2026	Sincerus Advisory LLC	56,089	$5.55M	3.8%	+14.8%	0.004%
7/6/2026	Private Client Services LLC	77,345	$7.66M	2.0%	+0.8%	0.006%
7/6/2026	RDA Financial Network	3,089	$306K	0.1%	N/A	0.000%
7/6/2026	Dogwood Wealth Management LLC	2,325	$230K	0.1%	-48.0%	0.000%
7/6/2026	Trilogy Capital Inc.	23,395	$2.32M	0.1%	+0.5%	0.002%
7/6/2026	Acima Private Wealth LLC	103,994	$10.29M	3.0%	+2.8%	0.007%
7/2/2026	Gladwyn Financial Advisors Inc.	6,853	$678K	0.4%	+5.9%	0.000%
7/2/2026	MassMutual Private Wealth & Trust FSB	15,672	$1.55M	0.0%	-37.3%	0.001%

AGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,432 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 2,240 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 195,472,995 shares in the last 24 months. This purchase volume represents approximately $19.49B in transactions.

Of the 962 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 110,012,126 shares in the last 24 months. This volume of shares sold represents approximately $10.99B in transactions.

Related Companies

This page (NYSEARCA:AGG) was last updated on 7/25/2026 by MarketBeat.com Staff.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

AGG Institutional Buying and Selling by Quarter

iShares Core U.S. Aggregate Bond ETF Major Shareholders & Ownership History

AGG Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

Institutional Ownership Changes (13F Filings) for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

AGG Institutional Buying and Selling by Quarter

iShares Core U.S. Aggregate Bond ETF Major Shareholders & Ownership History

AGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGG shares?

What percentage of iShares Core U.S. Aggregate Bond ETF's stock is owned by institutional investors?

Which institutional investors have been buying iShares Core U.S. Aggregate Bond ETF's stock?

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

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

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools