AGG Institutional Ownership
iShares Core U.S. Aggregate Bond ETF
1W: -0.6%
1M: -2.7%
3M: -4.5%
YTD: -5.0%
1Y: -5.0%
3Y: +9.6%
5Y: -6.4%
$94.25
-0.17 (-0.18%)
Weekly Expected Move ±0.7%
$93
$94
$94
$95
$96
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AGG
2,210
Institutional Holders
-26 vs prior quarter
0.0%
Ownership
+0.00pp
122B
Total Invested
142
New Positions
1032
Increased
794
Reduced
100
Closed
0.71
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2348 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 110,159,073 | 10.4B | -22,015,735 | -16.7% | 26Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 92,816,907 | 8.7B | +4,102,241 | +4.6% | 7Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 66,617,105 | 6.3B | -3,043,377 | -4.4% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 65,014,488 | 6.1B | +1,318,608 | +2.1% | 91Q | SEC ↗ |
| 5 | BlackRock, Inc. | 61,984,138 | 5.8B | +8,551,330 | +16.0% | 8Q | SEC ↗ |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 44,994,014 | 4.2B | +5,645,255 | +14.3% | 30Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 43,049,494 | 4.1B | -1,525,676 | -3.4% | 79Q | SEC ↗ |
| 8 | US BANCORP \DE | 39,478,188 | 3.7B | -3,070,595 | -7.2% | 89Q | SEC ↗ |
| 9 | MORGAN STANLEY | 35,692,523 | 3.4B | +3,170,523 | +9.7% | 60Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 23,143,686 | 2.2B | +2,385,233 | +11.5% | 83Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 16,602,475 | 1.6B | +1,676,824 | +11.2% | 32Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 16,323,687 | 1.5B | +2,835,726 | +21.0% | 89Q | SEC ↗ |
| 13 | Betterment LLC | 15,621,139 | 1.5B | -8,284,237 | -34.7% | 37Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 15,483,118 | 1.5B | +230,765 | +1.5% | 43Q | SEC ↗ |
| 15 | LPL Financial LLC | 15,294,726 | 1.4B | +1,416,040 | +10.2% | 54Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 14,914,270 | 1.4B | +282,090 | +1.9% | 16Q | SEC ↗ |
| 17 | Mariner, LLC | 14,864,310 | 1.4B | +1,116,093 | +8.1% | 58Q | SEC ↗ |
| 18 | Acorns Advisers, LLC | 14,625,279 | 1.4B | +1,156,052 | +8.6% | 24Q | SEC ↗ |
| 19 | Creative Planning | 13,634,358 | 1.3B | -392,049 | -2.8% | 59Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 12,874,193 | 1.2B | -88,615 | -0.7% | 75Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 12,571,702 | 1.2B | -1,543,558 | -10.9% | 15Q | SEC ↗ |
| 22 | WealthNavi Inc. | 11,751,184 | 1.1B | +237,832 | +2.1% | 30Q | SEC ↗ |
| 23 | Arizona PSPRS Trust | 11,528,817 | 1.1B | +121,345 | +1.1% | 8Q | SEC ↗ |
| 24 | UBS Group AG | 11,364,305 | 1.1B | +380,034 | +3.5% | 47Q | SEC ↗ |
| 25 | PNC Financial Services Group, Inc. | 10,972,401 | 1.0B | +636,150 | +6.2% | 15Q | SEC ↗ |
| 26 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 10,271,333 | $968M | +3,545,303 | +52.7% | 13Q | SEC ↗ |
| 27 | Cerity Partners LLC | 9,922,031 | $935M | +1,019,260 | +11.4% | 23Q | SEC ↗ |
| 28 | FMR LLC | 9,503,943 | $896M | +418,610 | +4.6% | 78Q | SEC ↗ |
| 29 | RWA WEALTH PARTNERS, LLC | 9,219,241 | $869M | +572,822 | +6.6% | 10Q | SEC ↗ |
| 30 | Johns Hopkins University | 8,024,716 | $756M | — | +0.0% | 7Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 7,349,938 | $693M | -160,193 | -2.1% | 53Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 7,338,388 | $692M | +19,138 | +0.3% | 49Q | SEC ↗ |
| 33 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 7,185,394 | $677M | +900,708 | +14.3% | 2Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 6,818,247 | $643M | +73,605 | +1.1% | 80Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 6,806,888 | $642M | +157,845 | +2.4% | 76Q | SEC ↗ |
| 36 | CAPTRUST FINANCIAL ADVISORS | 6,703,403 | $632M | +464,323 | +7.4% | 9Q | SEC ↗ |
| 37 | Sixth Street Partners Management Compa NEW | 6,429,196 | $606M | — | +0.0% | 1Q | SEC ↗ |
| 38 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 6,429,196 | $606M | -141,515 | -2.2% | 15Q | SEC ↗ |
| 39 | MACKENZIE FINANCIAL CORP | 5,736,700 | $541M | +3,000 | +0.1% | 22Q | SEC ↗ |
| 40 | Members Trust Co | 5,656,531 | $533M | -67,775 | -1.2% | 25Q | SEC ↗ |
| 41 | Constellation Investments, Inc. | 5,624,548 | $530M | -296,358 | -5.0% | 7Q | SEC ↗ |
| 42 | D.A. DAVIDSON & CO. | 5,295,358 | $499M | +128,232 | +2.5% | 82Q | SEC ↗ |
| 43 | Simplify Asset Management Inc. | 5,041,755 | $475M | +941,689 | +23.0% | 18Q | SEC ↗ |
| 44 | SigFig Wealth Management, LLC | 4,261,394 | $402M | +146,420 | +3.6% | 39Q | SEC ↗ |
| 45 | &PARTNERS | 4,253,416 | $401M | +336,585 | +8.6% | 15Q | SEC ↗ |
| 46 | CITIGROUP INC | 4,213,649 | $397M | +515,943 | +14.0% | 91Q | SEC ↗ |
| 47 | MASTERCARD FOUNDATION ASSET MANAGEMENT | 4,125,631 | $389M | — | +0.0% | 6Q | SEC ↗ |
| 48 | EP Wealth Advisors, LLC | 3,949,910 | $372M | +759,257 | +23.8% | 3Q | SEC ↗ |
| 49 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,876,497 | $365M | -28,917 | -0.7% | 25Q | SEC ↗ |
| 50 | Prime Capital Investment Advisors, LLC | 3,796,233 | $358M | +116,760 | +3.2% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 6,429,196 | $606M |
| Jupiter Topco LLC | 3,291,989 | $310M |
| Nuveen, LLC | 1,189,671 | $112M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 900,000 | $85M |
| Cordoba Advisory Partners LLC | 896,121 | $84M |
| Planning Project LLC | 634,808 | $60M |
| Global Retirement Partners, LLC | 492,742 | $46M |
| Commonwealth Financial Services, LL | 407,606 | $38M |
| STRATEGIC INVESTMENT MANAGEMENT, LL | 344,640 | $32M |
| Qube Research & Technologies Ltd | 338,933 | $32M |
| Liberty Mutual Group Asset Manageme | 275,000 | $26M |
| Garde Capital, Inc. | 208,346 | $20M |
| RENAISSANCE TECHNOLOGIES LLC | 169,699 | $16M |
| Diversify Advisory Services, LLC | 156,611 | $15M |
| J.W. COLE ADVISORS, INC. | 135,121 | $13M |
| Timonier Family Office, LTD. | 121,246 | $11M |
| Crabel Capital Management, LLC | 97,734 | $9M |
| Oasis Advisors, LLC | 76,980 | $7M |
| Galaxy Digital Inc. | 75,000 | $7M |
| IFG Advisory, LLC | 71,640 | $7M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 2,411,981 | $227M |
| Strategic Financial Planning, Inc. | 861,289 | $81M |
| Tidal Investments LLC | 859,677 | $81M |
| EVOKE WEALTH, LLC | 609,491 | $57M |
| CITADEL ADVISORS LLC | 501,401 | $47M |
| Shakespeare Wealth Management, LLC | 355,317 | $33M |
| Calamos Advisors LLC | 143,355 | $14M |
| KMG FIDUCIARY PARTNERS, LLC | 100,110 | $9M |
| Cercano Management LLC | 99,128 | $9M |
| ASHTON THOMAS SECURITIES, LLC | 91,773 | $9M |
| Henson-Edgewater Management, LLC | 89,336 | $8M |
| Capstone Capital Management Ltd | 78,553 | $7M |
| Sonoma Allocations LLC | 76,419 | $7M |
| PFW Advisors LLC | 69,051 | $7M |
| Logan Stone Capital, LLC | 47,642 | $4M |
| OLD MISSION CAPITAL LLC | 39,371 | $4M |
| INTREPID CAPITAL MANAGEMENT INC | 39,218 | $4M |
| Curated Wealth Partners LLC | 39,175 | $4M |
| TFB Advisors LLC | 36,242 | $3M |
| Capital Advisory Group Advisory Ser | 30,071 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +8,551,330 | +16.0% | 61,984,138 |
| MERCER GLOBAL ADVISORS INC /ADV | +5,645,255 | +14.3% | 44,994,014 |
| RAYMOND JAMES FINANCIAL INC | +4,102,241 | +4.6% | 92,816,907 |
| UNITED SERVICES AUTOMOBILE ASSOCIAT | +3,545,303 | +52.7% | 10,271,333 |
| MORGAN STANLEY | +3,170,523 | +9.7% | 35,692,523 |
| JPMORGAN CHASE & CO | +2,835,726 | +21.0% | 16,323,687 |
| NORTHERN TRUST CORP | +2,385,233 | +11.5% | 23,143,686 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +1,676,824 | +11.2% | 16,602,475 |
| F/m Investments LLC | +1,460,046 | +5373.9% | 1,487,215 |
| LPL Financial LLC | +1,416,040 | +10.2% | 15,294,726 |
| Pathstone Holdings, LLC | +1,392,730 | +3162.5% | 1,436,769 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,392,389 | +104.9% | 2,719,367 |
| WELLS FARGO & COMPANY/MN | +1,318,608 | +2.1% | 65,014,488 |
| Acorns Advisers, LLC | +1,156,052 | +8.6% | 14,625,279 |
| FACTORY MUTUAL INSURANCE CO | +1,118,000 | +61.3% | 2,940,924 |
| Mariner, LLC | +1,116,093 | +8.1% | 14,864,310 |
| Russell Investments Group, Ltd. | +1,039,832 | +38.1% | 3,769,235 |
| Cerity Partners LLC | +1,019,260 | +11.4% | 9,922,031 |
| SCS Capital Management LLC | +955,483 | +507.7% | 1,143,665 |
| Simplify Asset Management Inc. | +941,689 | +23.0% | 5,041,755 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -22,015,735 | -16.7% | 110,159,073 |
| Betterment LLC | -8,284,237 | -34.7% | 15,621,139 |
| US BANCORP \DE | -3,070,595 | -7.2% | 39,478,188 |
| BANK OF AMERICA CORP /DE | -3,043,377 | -4.4% | 66,617,105 |
| GOLDMAN SACHS GROUP INC | -1,543,558 | -10.9% | 12,571,702 |
| ENVESTNET ASSET MANAGEMENT INC | -1,525,676 | -3.4% | 43,049,494 |
| PRUDENTIAL FINANCIAL INC | -1,405,134 | -54.0% | 1,198,655 |
| Gallagher Fiduciary Advisors, LLC | -1,364,596 | -98.4% | 22,126 |
| Steward Partners Investment Advisor | -1,226,820 | -32.7% | 2,524,310 |
| Howard Capital Management, LLC | -883,446 | -50.9% | 850,759 |
| Envestnet Portfolio Solutions, Inc. | -873,073 | -28.6% | 2,184,657 |
| LOCKHEED MARTIN INVESTMENT MANAGEME | -799,000 | -60.4% | 523,000 |
| Stamos Capital Partners, L.P. | -709,892 | -76.7% | 216,193 |
| OLD NATIONAL BANCORP /IN | -606,583 | -80.4% | 148,288 |
| Bouchey Financial Group, Ltd. | -589,324 | -76.3% | 182,758 |
| iA Global Asset Management Inc. | -586,658 | -69.3% | 259,600 |
| FIRST CITIZENS BANK & TRUST CO | -533,243 | -28.4% | 1,341,923 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -530,885 | -40.3% | 785,945 |
| Corient Private Wealth LP | -468,526 | -33.1% | 948,493 |
| PRINCIPAL SECURITIES, INC. | -464,263 | -34.2% | 893,305 |