AGG
iShares Core U.S. Aggregate Bond ETF
1W: -0.3%
1M: -1.0%
3M: -2.3%
YTD: -0.9%
1Y: +3.5%
3Y: +9.7%
5Y: -0.8%
$98.44
+0.10 (+0.10%)
Weekly Expected Move ±0.6%
$97
$97
$98
$99
$99
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AGG
2,237
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
102B
Total Invested
142
New Positions
943
Increased
933
Reduced
281
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2419 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 132,174,808 | 13.0B | -6,383,989 | -4.6% | 13Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 88,714,666 | 8.7B | +3,953,847 | +4.7% | 6Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 69,660,482 | 6.9B | +15,923,080 | +29.6% | 13Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 60,790,726 | 6.0B | -3,055,009 | -4.8% | 12Q | SEC ↗ |
| 5 | BlackRock, Inc. | 53,432,808 | 5.3B | -779,208 | -1.4% | 7Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 44,575,170 | 4.4B | +8,597,911 | +23.9% | 13Q | SEC ↗ |
| 7 | US BANCORP \DE | 42,548,783 | 4.2B | -295,328 | -0.7% | 13Q | SEC ↗ |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | 36,259,568 | 3.6B | +3,032,433 | +9.1% | 12Q | SEC ↗ |
| 9 | MORGAN STANLEY | 32,483,415 | 3.2B | +1,245,217 | +4.0% | 12Q | SEC ↗ |
| 10 | Betterment LLC | 23,905,376 | 2.4B | -2,350,108 | -9.0% | 13Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 20,758,453 | 2.0B | +52,528 | +0.3% | 13Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 15,252,353 | 1.5B | -175,807 | -1.1% | 13Q | SEC ↗ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 14,925,651 | 1.5B | -4,695,419 | -23.9% | 13Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 14,632,180 | 1.4B | -188,653 | -1.3% | 13Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 14,115,260 | 1.4B | -14,670,026 | -51.0% | 13Q | SEC ↗ |
| 16 | Creative Planning | 14,026,407 | 1.4B | +3,381,864 | +31.8% | 13Q | SEC ↗ |
| 17 | LPL Financial LLC | 13,878,686 | 1.4B | -206,675 | -1.5% | 13Q | SEC ↗ |
| 18 | Mariner, LLC | 13,748,217 | 1.4B | +1,687,584 | +14.0% | 13Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 13,487,961 | 1.3B | +1,152,647 | +9.3% | 13Q | SEC ↗ |
| 20 | Acorns Advisers, LLC | 13,469,227 | 1.3B | +287,768 | +2.2% | 13Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 12,962,808 | 1.3B | +683,396 | +5.6% | 13Q | SEC ↗ |
| 22 | WealthNavi Inc. | 11,513,352 | 1.1B | +354,238 | +3.2% | 13Q | SEC ↗ |
| 23 | UBS Group AG | 10,984,271 | 1.1B | +1,576,891 | +16.8% | 13Q | SEC ↗ |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 10,336,251 | 1.0B | +451,566 | +4.6% | 13Q | SEC ↗ |
| 25 | FMR LLC | 9,085,333 | $894M | +178,830 | +2.0% | 13Q | SEC ↗ |
| 26 | Cerity Partners LLC | 8,902,771 | $876M | +910,968 | +11.4% | 13Q | SEC ↗ |
| 27 | RWA WEALTH PARTNERS, LLC | 8,646,419 | $851M | +660,382 | +8.3% | 9Q | SEC ↗ |
| 28 | Johns Hopkins University | 8,024,716 | $790M | — | +0.0% | 6Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 7,510,131 | $739M | -130,389 | -1.7% | 13Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 7,319,250 | $721M | -187,106 | -2.5% | 13Q | SEC ↗ |
| 31 | JANUS HENDERSON GROUP PLC | 6,822,860 | $672M | +3,467,463 | +103.3% | 13Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 6,744,642 | $664M | +1,898,484 | +39.2% | 13Q | SEC ↗ |
| 33 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 6,726,030 | $662M | -2,000,933 | -22.9% | 12Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 6,649,043 | $655M | +750,257 | +12.7% | 13Q | SEC ↗ |
| 35 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 6,570,711 | $647M | -194,465 | -2.9% | 13Q | SEC ↗ |
| 36 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 6,284,686 | $619M | — | +0.0% | 1Q | SEC ↗ |
| 37 | CAPTRUST FINANCIAL ADVISORS | 6,239,080 | $614M | +187,655 | +3.1% | 8Q | SEC ↗ |
| 38 | Constellation Investments, Inc. | 5,920,906 | $583M | -1,142,013 | -16.2% | 6Q | SEC ↗ |
| 39 | MACKENZIE FINANCIAL CORP | 5,733,700 | $564M | -115,400 | -2.0% | 13Q | SEC ↗ |
| 40 | Members Trust Co | 5,724,306 | $564M | +234,410 | +4.3% | 13Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 5,167,126 | $509M | +335,899 | +7.0% | 13Q | SEC ↗ |
| 42 | ALLIANCEBERNSTEIN L.P. | 4,799,638 | $472M | +2,147,834 | +81.0% | 12Q | SEC ↗ |
| 43 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,592,741 | $452M | +3,870 | +0.1% | 12Q | SEC ↗ |
| 44 | MASTERCARD FOUNDATION ASSET MANAGEMENT | 4,125,631 | $406M | — | +0.0% | 5Q | SEC ↗ |
| 45 | SigFig Wealth Management, LLC | 4,114,974 | $405M | +476,306 | +13.1% | 13Q | SEC ↗ |
| 46 | Simplify Asset Management Inc. | 4,100,066 | $404M | +1,299,935 | +46.4% | 13Q | SEC ↗ |
| 47 | &PARTNERS | 3,916,831 | $386M | +472,713 | +13.7% | 13Q | SEC ↗ |
| 48 | CITIGROUP INC | 3,783,170 | $372M | +248,864 | +7.0% | 12Q | SEC ↗ |
| 49 | Steward Partners Investment Advisory, | 3,751,130 | $369M | -230,418 | -5.8% | 13Q | SEC ↗ |
| 50 | Prime Capital Investment Advisors, LLC | 3,679,473 | $362M | -1,225,933 | -25.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 6,284,686 | $619M |
| JANE STREET GROUP, LLC | 2,411,981 | $237M |
| TIAA Wealth Investment Management L | 1,842,892 | $181M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 1,700,375 | $167M |
| Strategic Financial Planning, Inc. | 861,289 | $85M |
| JOHNSON INVESTMENT COUNSEL INC | 800,123 | $79M |
| CITADEL ADVISORS LLC | 614,109 | $60M |
| Planning Project LLC | 558,699 | $55M |
| CIBC Bancorp USA Inc. | 409,600 | $40M |
| Tower Research Capital LLC (TRC) | 400,371 | $39M |
| Passaic Partners LLC | 346,733 | $34M |
| a16z Perennial Management, L.P. | 321,231 | $32M |
| Foguth Wealth Management, LLC. | 204,503 | $20M |
| TRB Wealth Management, LLC | 203,057 | $20M |
| Scissortail Wealth Management, LLC | 198,947 | $20M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 177,300 | $17M |
| Strategic Financial Group, LLC | 175,686 | $17M |
| CVS HEALTH Corp | 149,700 | $15M |
| Calamos Advisors LLC | 143,355 | $14M |
| SG Trading Solutions, LLC | 136,798 | $13M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arizona PSPRS Trust | 11,334,403 | 1.1B |
| NISA INVESTMENT ADVISORS, LLC | 3,987,632 | $393M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 3,987,632 | $393M |
| MACQUARIE GROUP LTD | 948,261 | $93M |
| NewEdge Advisors, LLC | 938,719 | $92M |
| Tidal Investments LLC | 859,677 | $85M |
| Archvest Wealth Advisors, Inc. | 381,684 | $38M |
| Shakespeare Wealth Management, LLC | 355,317 | $35M |
| STRATEGIC INVESTMENT MANAGEMENT, LL | 344,640 | $34M |
| Cordoba Advisory Partners LLC | 341,179 | $34M |
| Qube Research & Technologies Ltd | 327,077 | $32M |
| Western Asset Management Company, L | 208,047 | $20M |
| Garde Capital, Inc. | 202,597 | $20M |
| Diversify Advisory Services, LLC | 141,975 | $14M |
| J.W. COLE ADVISORS, INC. | 131,933 | $13M |
| Stanich Group LLC | 120,657 | $12M |
| RFP Financial Group LLC | 110,162 | $11M |
| Quadrature Capital Ltd | 93,291 | $9M |
| TCFG WEALTH MANAGEMENT, LLC | 93,232 | $9M |
| IFG Advisory, LLC | 92,498 | $9M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +15,923,080 | +29.6% | 69,660,482 |
| ENVESTNET ASSET MANAGEMENT INC | +8,597,911 | +23.9% | 44,575,170 |
| RAYMOND JAMES FINANCIAL INC | +3,953,847 | +4.7% | 88,714,666 |
| JANUS HENDERSON GROUP PLC | +3,467,463 | +103.3% | 6,822,860 |
| Creative Planning | +3,381,864 | +31.8% | 14,026,407 |
| MERCER GLOBAL ADVISORS INC /ADV | +3,032,433 | +9.1% | 36,259,568 |
| Valpey Financial Services, LLC | +2,872,985 | +10042.6% | 2,901,593 |
| ALLIANCEBERNSTEIN L.P. | +2,147,834 | +81.0% | 4,799,638 |
| ROYAL BANK OF CANADA | +1,898,484 | +39.2% | 6,744,642 |
| FIFTH THIRD BANCORP | +1,882,701 | +144.7% | 3,183,564 |
| Mariner, LLC | +1,687,584 | +14.0% | 13,748,217 |
| UBS Group AG | +1,576,891 | +16.8% | 10,984,271 |
| Gallagher Fiduciary Advisors, LLC | +1,367,693 | +7187.4% | 1,386,722 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,301,773 | +5164.7% | 1,326,978 |
| Simplify Asset Management Inc. | +1,299,935 | +46.4% | 4,100,066 |
| MORGAN STANLEY | +1,245,217 | +4.0% | 32,483,415 |
| FIRST CITIZENS BANK & TRUST CO | +1,183,073 | +170.9% | 1,875,166 |
| JPMORGAN CHASE & CO | +1,152,647 | +9.3% | 13,487,961 |
| Single Point Partners, LLC | +1,095,164 | +234.6% | 1,562,047 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +944,743 | +147.1% | 1,586,900 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SAGESPRING WEALTH PARTNERS, LLC | -23,553,743 | -96.2% | 929,676 |
| GOLDMAN SACHS GROUP INC | -14,670,026 | -51.0% | 14,115,260 |
| TIAA TRUST, NATIONAL ASSOCIATION | -8,264,854 | -96.5% | 297,890 |
| JONES FINANCIAL COMPANIES LLLP | -6,383,989 | -4.6% | 132,174,808 |
| Envestnet Portfolio Solutions, Inc. | -4,709,618 | -60.6% | 3,057,730 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -4,695,419 | -23.9% | 14,925,651 |
| AXXCESS WEALTH MANAGEMENT, LLC | -3,674,954 | -67.3% | 1,789,175 |
| WELLS FARGO & COMPANY/MN | -3,055,009 | -4.8% | 60,790,726 |
| Betterment LLC | -2,350,108 | -9.0% | 23,905,376 |
| FACTORY MUTUAL INSURANCE CO | -2,273,076 | -55.5% | 1,822,924 |
| UNITED SERVICES AUTOMOBILE ASSOCIAT | -2,000,933 | -22.9% | 6,726,030 |
| Corient Private Wealth LLC | -1,638,249 | -53.6% | 1,417,019 |
| COUNTRY TRUST BANK | -1,458,128 | -83.4% | 289,943 |
| Prime Capital Investment Advisors, | -1,225,933 | -25.0% | 3,679,473 |
| BANK OF MONTREAL /CAN | -1,200,838 | -42.5% | 1,627,479 |
| HSBC HOLDINGS PLC | -1,145,685 | -49.9% | 1,151,847 |
| Constellation Investments, Inc. | -1,142,013 | -16.2% | 5,920,906 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -1,016,573 | -51.0% | 975,887 |
| Rockefeller Capital Management L.P. | -963,957 | -67.3% | 468,618 |
| LOCKHEED MARTIN INVESTMENT MANAGEME | -843,000 | -38.9% | 1,322,000 |