Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 2,163 institutions that hold shares in the stock, with a total of 1.3 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,987,632
shares
|
$395 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
3,987,632
shares
|
$395 Million
2.09% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,549,464
shares
|
$351 Million
0.18% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,311,083
shares
|
$328 Million
12.31% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,199,109
shares
|
$317 Million
4.33% of portfolio
|
Q2 2025
Added 52.43%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
3,155,331
shares
|
$312 Million
10.52% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,109,340
shares
|
$308 Million
18.09% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,083,808
shares
|
$305 Million
0.18% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Vantagepoint Investment Advisers LLC
|
Aug 13, 2025 Q2 2025 |
2,977,718
shares
|
$295 Million
29.63% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,953,780
shares
|
$292 Million
9.08% of portfolio
|
Q4 2024
Reduced 67.64%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
2,792,394
shares
|
$276 Million
32.42% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
2,790,935
shares
|
$276 Million
5.31% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
2,599,863
shares
|
$257 Million
0.16% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
2,569,931
shares
|
$254 Million
0.1% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
2,466,758
shares
|
$244 Million
4.17% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,397,183
shares
|
$237 Million
0.12% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,345,970
shares
|
$232 Million
1.94% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
2,253,600
shares
|
$223 Million
2.49% of portfolio
|
Q2 2025
Reduced 57.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,218,495
shares
|
$219 Million
2.65% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,131,014
shares
|
$211 Million
0.28% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
2,098,388
shares
|
$208 Million
30.19% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
2,065,000
shares
|
$204 Million
7.67% of portfolio
|
Q2 2025
Added 458.22%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,063,134
shares
|
$204 Million
6.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,001,439
shares
|
$198 Million
1.39% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,982,826
shares
|
$196 Million
0.33% of portfolio
|
Q1 2025
Added 112.59%
|