AGG · iShares Core U.S. Aggregate Bond ETF ETF
$97.00
+0.05 (+0.05%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 16
Total Value: $191,810,565
Total Shares: 1,937,872
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 16 13F filers · Δ vs Mar 31, 2026Top Holder
48.9%
−8.9 pts
Top 5
95.9%
−2.2 pts
Top 10
99.6%
−0.4 pts
HHI
3,570
Highly concentrated−454
Quarterly Activity
vs Mar 31, 2026
New
11
Increased
2
Decreased
3
Sold Out
5
Unchanged
0
Holder count:
+6
Institutional value:
+130.4%
Shares held:
+131.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +52,654 | 178,747 | |
| Small Advus Financial Partners, LLC | +1,204 | 10,797 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −8,095 | 18,013 | |
| Small Principia Wealth Advisory, LLC | −2,325 | 134 | |
| Small TUCKER ASSET MANAGEMENT LLC | −326 | 740 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 948,493 | $93,881,837 | |
| Small Planning Project LLC | 634,808 | $62,833,295 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 54,577 | $5,402,031 | |
| Mid 1607 Capital Partners, LLC | 41,270 | $4,084,904 | |
| Mega CITADEL ADVISORS LLC | 22,900 | $2,266,642 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 485,352 | $48,180,889 | |
| Mid Dakota Wealth Management | 175,210 | $17,393,096 | |
| Small WILLIAM JOHN SEMPOLINSKI | 5,618 | $557,698 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 4,784 | $474,907 | |
| Small Reflection Asset Management | 2,433 | $241,523 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AGG | $93,881,837 | 48.95% | 948,493 | Shares | 2026-08-27 | |
| Small Planning Project LLC AGG | $62,833,295 | 32.76% | 634,808 | Shares | 2026-09-01 | |
| Small Range Advisory, LLC AGG | $17,692,378 | 9.22% | 178,747 | Shares | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. AGG | $5,402,031 | 2.82% | 54,577 | Shares | 2026-08-25 | |
| Mid 1607 Capital Partners, LLC AGG | $4,084,904 | 2.13% | 41,270 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC AGG | $1,880,620 | 0.98% | 19,000 | Call | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group AGG | $1,782,926 | 0.93% | 18,013 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC AGG | $1,435,111 | 0.75% | 14,499 | Shares | 2026-08-26 | |
| Small Advus Financial Partners, LLC AGG | $1,068,687 | 0.56% | 10,797 | Shares | 2026-08-25 | |
| Mid Strategic Financial Services, Inc. AGG | $570,619 | 0.30% | 5,765 | Shares | 2026-08-24 | |
| Mega CITADEL ADVISORS LLC AGG | $386,022 | 0.20% | 3,900 | Put | 2026-09-02 | |
| Mega Allianz Asset Management GmbH AGG | $290,209 | 0.15% | 2,932 | Shares | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC AGG | $281,103 | 0.15% | 2,840 | Shares | 2026-09-03 | |
| Small TUCKER ASSET MANAGEMENT LLC AGG | $73,245 | 0.04% | 740 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank AGG | $69,978 | 0.04% | 707 | Shares | 2026-09-04 | |
| Small BROWN, LISLE/CUMMINGS, INC. AGG | $64,337 | 0.03% | 650 | Shares | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC AGG | $13,263 | 0.01% | 134 | Shares | 2026-08-26 |