Who owns iShares Lehman Aggregate Bond?
- Ticker: AGG
- CUSIP Number: 464287226
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Analyze quarterly positions in iShares Lehman Aggregate Bond with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Lehman Aggregate Bond stock
Who bought or sold iShares Lehman Aggregate Bond this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 129M | $13B | 6% | Dec 2024 |
|
| Raymond James Financial | 78M | $7.5B | 100% | Dec 2024 |
|
| Wells Fargo & Company | 54M | $5.2B | 6% | Dec 2024 |
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| Envestnet Asset Management | 52M | $5.0B | 6% | Dec 2024 |
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| Bank of America Corporation | 44M | $4.2B | 10% | Dec 2024 |
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| BlackRock | 43M | $4.2B | -16% | Dec 2024 |
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| Us Bancorp | 34M | $3.3B | -9% | Dec 2024 |
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| Morgan Stanley | 33M | $3.2B | 16% | Dec 2024 |
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| Mercer Global Advisors | 23M | $2.3B | 4% | Dec 2024 |
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| Betterment | 20M | $1.9B | 6% | Dec 2024 |
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| Ameriprise Financial | 19M | $1.9B | 75% | Dec 2024 |
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| Goldman Sachs Group | 19M | $1.8B | -30% | Dec 2024 |
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| Envestnet Portfolio Solutions | 17M | $1.6B | -11% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 15M | $1.5B | 6% | Mar 2025 |
|
| Northern Trust | 15M | $1.4B | -1% | Dec 2024 |
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| Johns Hopkins University | 14M | $1.4B | 100% | Dec 2024 |
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| Creative Planning | 13M | $1.2B | 2% | Dec 2024 |
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| Acorns Advisers | 12M | $1.2B | 7% | Dec 2024 |
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| Charles Schwab Investment Management | 11M | $1.1B | -3% | Dec 2024 |
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| First Citizens Bank & Trust | 11M | $47M | 3% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 10M | $1.0B | 10% | Dec 2024 |
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| Jpmorgan Chase & Co | 10M | $1.0B | -13% | Dec 2024 |
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| WealthNavi | 10M | $1.0B | 3% | Mar 2025 |
|
| FMR | 10M | $975M | 11% | Dec 2024 |
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| LPL Financial | 9.3M | $898M | 17% | Dec 2024 |
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| H D Vest Advisory Services | 9.0M | $872M | 3% | Dec 2024 |
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| Tiaa Trust, National Association | 8.9M | $861M | 3% | Dec 2024 |
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| Pnc Financial Services | 8.8M | $855M | 8% | Dec 2024 |
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| UBS Group | 8.7M | $842M | 9% | Dec 2024 |
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| Mariner Wealth Advisors | 8.0M | $772M | 10% | Dec 2024 |
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| Prudential Financial | 7.6M | $732M | 13% | Dec 2024 |
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| Branch Banking & Trust Company | 7.1M | $689M | 3% | Dec 2024 |
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| Stifel Financial | 6.3M | $607M | -2% | Dec 2024 |
|
| Captrust Financial Advisors | 6.0M | $584M | 16% | Dec 2024 |
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| HPM Partners | 5.8M | $567M | 20% | Dec 2024 |
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| Factory Mutual Insurance Company | 5.8M | $562M | -14% | Dec 2024 |
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| Bank of New York Mellon | 5.5M | $533M | 8% | Dec 2024 |
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| MEMBERS Trust | 5.3M | $510B | -4% | Dec 2024 |
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| Royal Bank of Canada | 5.2M | $507M | 3% | Dec 2024 |
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| Cetera Investment Advisers | 4.8M | $468M | -11% | Dec 2024 |
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| Mackenzie Financial | 4.7M | $457M | 9% | Dec 2024 |
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| Balentine | 4.6M | $443M | 0% | Dec 2024 |
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| Ohio National Investments | 4.4M | $431M | 100% | Dec 2024 |
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| D.A. Davidson & Co. | 4.2M | $410M | 4% | Dec 2024 |
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| Vantagepoint Investment Advisers | 3.7M | $366M | 14% | Mar 2025 |
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| Citigroup | 3.6M | $350M | -16% | Dec 2024 |
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| SageView Advisory Group | 3.1M | $305M | 13% | Dec 2024 |
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| SigFig Wealth Management | 3.1M | $305M | 2% | Mar 2025 |
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| Henderson Group | 3.1M | $298M | -2% | Dec 2024 |
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| United Services Automobile Association | 3.0M | $286M | -68% | Dec 2024 |
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| Dynasty Wealth Management | 2.9M | $286M | -1% | Dec 2024 |
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| South Dakota Investment Council | 2.9M | $284M | 1% | Dec 2024 |
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| Mason Street Advisors | 2.6M | $250M | 2% | Dec 2024 |
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| Quotient Wealth Partners | 2.4M | $237M | 3% | Dec 2024 |
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| Alliancebernstein | 2.4M | $236M | -18% | Dec 2024 |
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| Simplify Asset Management | 2.3M | $225M | 65% | Dec 2024 |
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| EP Wealth Advisors | 2.3M | $224M | 37% | Dec 2024 |
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| Allspring Global Investments Holdings | 2.3M | $219M | -3% | Dec 2024 |
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| Ronald Blue Trust | 2.3M | $218M | 4% | Dec 2024 |
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| Stairway Partners | 2.0M | $202M | 1% | Mar 2025 |
|
| Disciplina Capital Management | 2.0M | $193M | 5% | Dec 2024 |
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| HighTower Advisors | 2.0M | $190M | 4% | Dec 2024 |
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| Commonwealth Equity Services | 1.9M | $180M | -6% | Dec 2024 |
|
| Axxcess Wealth Management | 1.8M | $173M | 4% | Dec 2024 |
|
| O'shaughnessy Asset Management | 1.7M | $162M | 6% | Dec 2024 |
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| Charter Oak Capital Management | 1.7M | $165M | 3% | Mar 2025 |
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| Macquarie Group | 1.7M | $160M | 100% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 1.6M | $155M | 58% | Dec 2024 |
|
| Capital Asset Advisory Services | 1.6M | $157M | -2% | Mar 2025 |
|
| Cahaba Wealth Management | 1.5M | $147M | 3% | Dec 2024 |
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| Prime Capital Investment Advisors | 1.5M | $146M | -2% | Dec 2024 |
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| Bank Of Montreal | 1.5M | $142M | 7% | Dec 2024 |
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| Deutsche Bank Aktiengesellschaft | 1.4M | $138M | 64% | Dec 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $137M | 0% | Dec 2024 |
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| Commonwealth of Pennsylvania | 1.4M | $136M | 1% | Dec 2024 |
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| YCMNET Advisors | 1.4M | $133M | 2% | Dec 2024 |
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| Campbell Wealth Management | 1.4M | $133M | 5% | Dec 2024 |
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| BKD Wealth Advisors | 1.4M | $132M | 7% | Dec 2024 |
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| GenTrust | 1.4M | $131M | 0% | Dec 2024 |
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| Cambridge Investment Research Advisors | 1.3M | $129M | 3% | Dec 2024 |
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| Wesbanco Trust And Investments | 1.3M | $129M | 3% | Mar 2025 |
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| Kingsview Wealth Management | 1.3M | $125M | 36% | Dec 2024 |
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| Rebalance | 1.3M | $123M | 4% | Dec 2024 |
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| Bnp Paribas Investment Partners | 1.3M | $123M | 4% | Dec 2024 |
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| Trustmark National Bank - Trust Department | 1.3M | $121M | 13% | Dec 2024 |
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| Advisor Group Holdings | 1.2M | $123M | -1% | Dec 2024 |
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| Mml Investors Services | 1.2M | $117M | 14% | Dec 2024 |
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| Country Trust Bank | 1.2M | $117M | 1% | Dec 2024 |
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| Mill Creek Capital Advisors | 1.2M | $114M | -2% | Dec 2024 |
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| Howard Capital Management | 1.1M | $106M | -58% | Dec 2024 |
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| Steward Partners Investment Advisory | 1.1M | $104M | 7% | Dec 2024 |
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| Hsbc Holdings | 1.1M | $103M | -2% | Dec 2024 |
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| Sumitomo Mitsui Financial | 1.0M | $102M | 10% | Dec 2024 |
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| Principal Securities | 1.0M | $101M | 5% | Dec 2024 |
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| Assetmark | 1.0M | $101M | -6% | Dec 2024 |
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| Trajan Wealth | 1.0M | $100M | 5% | Dec 2024 |
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| Bp Wealth Management | 1.0M | $99M | 399% | Dec 2024 |
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| Fisher Investments | 1.0M | $99M | 13% | Dec 2024 |
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| Thrivent Financial for Lutherans | 1.0M | $98M | -6% | Dec 2024 |
|
| Graves-Light Private Wealth Management | 998k | $99M | 0% | Mar 2025 |
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| Sumitomo Mitsui Trust Holdings | 993k | $96M | 0% | Dec 2024 |
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| Keybank National Association | 992k | $96M | 10% | Dec 2024 |
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| Toroso Investments | 986k | $96M | -4% | Dec 2024 |
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| Crestwood Advisors | 968k | $94M | -7% | Dec 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 959k | $93M | -5% | Dec 2024 |
|
| Bnp Paribas Arbitrage, Snc | 956k | $93M | -19% | Dec 2024 |
|
| CI Private Wealth | 933k | $90M | 16% | Dec 2024 |
|
| Comprehensive Portfolio Management | 918k | $89M | 3% | Dec 2024 |
|
| Beacon Pointe Advisors | 909k | $88M | 10% | Dec 2024 |
|
| Goodman & Company, Investment Counsel | 884k | $86M | 0% | Dec 2024 |
|
| Cambridge Associates | 878k | $85M | 12% | Dec 2024 |
|
| Huntington Asset Advisors | 876k | $85M | -2% | Dec 2024 |
|
| Brian McDonald | 860k | $83M | 30% | Dec 2024 |
|
| Mirae Asset Global Investments | 854k | $83M | -2% | Dec 2024 |
|
| Evoke Wealth | 841k | $82M | -2% | Dec 2024 |
|
| Baker Avenue Asset Management | 836k | $81M | 5% | Dec 2024 |
|
| Goss Wealth Management | 819k | $79M | -8% | Dec 2024 |
|
| Concurrent Investment Advisors | 811k | $79M | 141% | Dec 2024 |
|
| Colony | 807k | $78M | 11% | Dec 2024 |
|
| Steele Capital Management | 804k | $80M | 1% | Mar 2025 |
|
| Alerus Financial | 790k | $77M | 2% | Dec 2024 |
|
| Ing Investment Management | 784k | $76M | 59% | Dec 2024 |
|
| Meridian Wealth Partners | 767k | $74M | 4% | Dec 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 766k | $74M | 6% | Dec 2024 |
|
| Juniper Hill Capital Management | 737k | $71M | 0% | Dec 2024 |
|
| Brookstone Capital Management | 736k | $71M | -48% | Dec 2024 |
|
| Victory Capital Management | 730k | $71M | 2% | Dec 2024 |
|
| United Capital Financial Advisers | 727k | $70M | -5% | Dec 2024 |
|
| Rock Creek Group | 713k | $69M | -26% | Dec 2024 |
|
| Zacks Investment Management | 707k | $69M | -8% | Dec 2024 |
|
| Orion Portfolio Solutions | 706k | $68M | -31% | Dec 2024 |
|
| Janney Montgomery Scott | 695k | $67M | 30% | Dec 2024 |
|
| Franklin Resources | 690k | $67M | -1% | Dec 2024 |
|
| Cornerstone Wealth Group | 688k | $67M | 7% | Dec 2024 |
|
| PDS Planning | 687k | $67M | 7% | Dec 2024 |
|
| CWM | 681k | $66M | 8% | Dec 2024 |
|
| Charles Schwab Trust | 671k | $66M | -5% | Mar 2025 |
|
| Fifth Third Bancorp | 668k | $66M | 4% | Mar 2025 |
|
| Professional Financial Advisors | 665k | $64M | 1% | Dec 2024 |
|
| Sand Hill Advisors | 660k | $64M | 9% | Dec 2024 |
|
| First Citizens Asset Management | 654k | $63M | -1% | Dec 2024 |
|
| Affiance Financial | 653k | $65M | 13% | Mar 2025 |
|
| Focus Financial Network | 644k | $64M | 13% | Mar 2025 |
|
| Trust | 638k | $63M | -35% | Mar 2025 |
|
| Freestone Capital Holdings | 636k | $62M | 100% | Dec 2024 |
|
| Kestra Private Wealth Services | 635k | $62M | 7% | Dec 2024 |
|
| NFP Retirement | 630k | $61M | 1% | Dec 2024 |
|
| McKinley Carter Wealth Services | 628k | $62M | -1% | Mar 2025 |
|
| Efficient Advisors | 622k | $60M | 0% | Dec 2024 |
|
| Stamos Capital Partners | 615k | $60M | -10% | Dec 2024 |
|
| Lido Advisors | 592k | $57M | -8% | Dec 2024 |
|
| National Bank Of Canada /fi/ | 540k | $52M | -43% | Dec 2024 |
|
| Citadel Advisors | 185k | $18M | -73% | Dec 2024 |
|
| International Assets Investment Management | 23k | $2.2M | -99% | Dec 2024 |
|
Who sold out of iShares Lehman Aggregate Bond?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Arizona PSPRS Trust | Sep 2024 | 8.1M | $823M |
| State Treasurer State Of Michigan | Sep 2024 | 4.1M | $419M |
| Summit Trail Advisors | Sep 2024 | 1.7M | $170M |
| Edgehill Endowment Partners | Sep 2024 | 1.3M | $134M |
| Partners Capital Investment Group | Sep 2024 | 937k | $95M |
| Toews Corp | Sep 2024 | 753k | $76M |