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 2,169 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
4,330,816
shares
|
$435 Million
17.92% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
4,148,929
shares
|
$417 Million
19.03% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,987,632
shares
|
$401 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
|
$401 Million
2.09% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,549,464
shares
|
$357 Million
0.18% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,440,357
shares
|
$346 Million
7.47% of portfolio
|
Q2 2025
Added 276.2%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,311,083
shares
|
$333 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
|
$322 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
|
$317 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
|
$313 Million
18.09% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Vantagepoint Investment Advisers LLC
|
Aug 13, 2025 Q2 2025 |
2,977,718
shares
|
$299 Million
29.63% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,960,827
shares
|
$298 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
2,792,394
shares
|
$281 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
|
$281 Million
5.31% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,621,743
shares
|
$264 Million
2.08% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
2,599,863
shares
|
$261 Million
0.16% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,562,997
shares
|
$258 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
2,466,758
shares
|
$248 Million
4.17% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,397,183
shares
|
$241 Million
0.12% of portfolio
|
Q2 2025
Added 45.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,370,636
shares
|
$238 Million
1.61% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
2,253,600
shares
|
$227 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
|
$223 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
|
$214 Million
0.28% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
2,065,000
shares
|
$208 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
|
$207 Million
6.02% of portfolio
|
Q2 2025
Added 2.33%
|