Who Owns AGG?
iShares Core U.S. Aggregate Bond ETF — Institutional Ownership & 13F Holdings
$99.44
-0.14 (-0.15%)
Market Cap
$140.2B
Shares Outstanding
1,365,977,753
Institutional Holders
1,897
Total Inst. Value
$89.0B
% of Float Held
—
QoQ Holder Change
+922
Institutional data as of Q1 2025
New Positions
570
Closed Positions
111
Increased
636
Decreased
560
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $13.6B | 137,933,526 |
| 2 | RAYMOND JAMES FINANCIAL INC | $8.0B | 81,294,683 |
| 3 | WELLS FARGO & COMPANY/MN | $5.3B | 53,913,190 |
| 4 | BlackRock, Inc. | $4.4B | 44,436,586 |
| 5 | BANK OF AMERICA CORP /DE/ | $4.2B | 41,987,253 |
| 6 | US BANCORP \DE\ | $3.4B | 34,065,086 |
| 7 | MORGAN STANLEY | $3.1B | 31,408,091 |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $2.6B | 26,159,713 |
| 9 | Betterment LLC | $2.2B | 21,876,462 |
| 10 | GOLDMAN SACHS GROUP INC | $2.1B | 21,095,135 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +9.0M | $13.6B |
| RAYMOND JAMES FINANCIAL INC | +3.4M | $8.0B |
| WELLS FARGO & COMPANY/MN | +77K | $5.3B |
| BlackRock, Inc. | +1.5M | $4.4B |
| US BANCORP \DE\ | +17K | $3.4B |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -4.3M | $1.5B |
| FMR LLC | -2.2M | $777.7M |
| BANK OF AMERICA CORP /DE/ | -1.8M | $4.2B |
| MORGAN STANLEY | -1.2M | $3.1B |
| Allspring Global Investments Holdings, LLC | -1.1M | $118.5M |
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Frequently Asked Questions
How many institutional investors hold AGG?
As of Q1 2025, 1897 institutional investors report holding AGG (iShares Core U.S. Aggregate Bond ETF) in their 13F filings.
Which hedge fund owns the most AGG?
The largest institutional holder of AGG is JONES FINANCIAL COMPANIES LLLP with $13.6B in shares.
Are institutions buying or selling AGG?
This quarter, 570 institutions opened new positions in AGG and 111 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.