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 | 139M | $14B | -4% | Dec 2025 |
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| Raymond James Financial | 85M | $8.5B | 7% | Dec 2025 |
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| Wells Fargo & Company | 61M | $6.1B | -5% | Dec 2025 |
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| BlackRock | 54M | $5.4B | 1% | Dec 2025 |
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| Us Bancorp | 43M | $4.3B | 1% | Dec 2025 |
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| Mercer Global Advisors | 36M | $3.6B | 9% | Dec 2025 |
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| Envestnet Asset Management | 36M | $3.6B | 3% | Dec 2025 |
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| Betterment | 26M | $2.6B | 7% | Dec 2025 |
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| Sagespring Wealth Partners | 25M | $100M | 0% | Dec 2025 |
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| Northern Trust | 21M | $2.1B | 25% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 20M | $2.0B | 8% | Dec 2025 |
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| Cetera Investment Advisers | 15M | $1.5B | 2% | Dec 2025 |
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| Ameriprise Financial | 15M | $1.5B | -4% | Dec 2025 |
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| Goldman Sachs Group | 14M | $1.4B | -3% | Dec 2025 |
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| LPL Financial | 14M | $1.4B | 20% | Dec 2025 |
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| Acorns Advisers | 13M | $1.3B | 5% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 12M | $1.2B | 3% | Dec 2025 |
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| Mariner Wealth Advisors | 12M | $1.2B | 12% | Dec 2025 |
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| Jpmorgan Chase & Co | 12M | $1.2B | 100% | Sep 2025 |
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| Arizona PSPRS Trust | 11M | $1.1B | 2% | Dec 2025 |
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| FMR | 11M | $1.1B | -1% | Sep 2025 |
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| WealthNavi | 11M | $1.1B | 7% | Dec 2025 |
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| Creative Planning | 11M | $1.1B | -11% | Dec 2025 |
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| Pnc Financial Services | 9.9M | $987M | 5% | Dec 2025 |
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| UBS Group | 9.4M | $940M | 0% | Dec 2025 |
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| United Services Automobile Association | 8.7M | $872M | -4% | Dec 2025 |
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| Tiaa Trust, National Association | 8.6M | $855M | 0% | Dec 2025 |
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| Johns Hopkins University | 8.0M | $802M | -31% | Dec 2025 |
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| HPM Partners | 8.0M | $798M | 14% | Dec 2025 |
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| Adviser Investments | 8.0M | $798M | 12% | Dec 2025 |
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| Envestnet Portfolio Solutions | 7.8M | $776M | 4% | Dec 2025 |
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| Branch Banking & Trust Company | 7.6M | $763M | 4% | Dec 2025 |
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| Stifel Financial | 7.5M | $750M | 15% | Dec 2025 |
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| Ohio National Investments | 7.1M | $705M | 70% | Dec 2025 |
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| Charles Schwab Investment Management | 6.8M | $676M | -6% | Dec 2025 |
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| Captrust Financial Advisors | 6.1M | $604M | 12% | Dec 2025 |
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| Bank of New York Mellon | 5.9M | $589M | 6% | Dec 2025 |
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| Mackenzie Financial | 5.8M | $585M | 6% | Dec 2025 |
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| MEMBERS Trust | 5.5M | $548M | 0% | Dec 2025 |
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| Prime Capital Investment Advisors | 4.9M | $490M | 44% | Dec 2025 |
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| D.A. Davidson & Co. | 4.8M | $483M | 5% | Dec 2025 |
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| Vantagepoint Investment Advisers | 4.6M | $459M | 0% | Dec 2025 |
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| Mastercard Foundation Asset Management Corp | 4.1M | $412M | -78% | Dec 2025 |
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| Factory Mutual Insurance Company | 4.1M | $409M | 9% | Dec 2025 |
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| Royal Bank of Canada | 4.1M | $404M | -12% | Sep 2025 |
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| Steward Partners Investment Advisory | 4.0M | $398M | 9% | Dec 2025 |
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| SigFig Wealth Management | 3.6M | $363M | 5% | Dec 2025 |
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| SageView Advisory Group | 3.6M | $362M | 8% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 3.4M | $346M | 10% | Dec 2025 |
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| Henderson Group | 3.1M | $315M | 100% | Sep 2025 |
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| Mason Street Advisors | 3.1M | $310M | 2% | Dec 2025 |
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| Balentine | 3.0M | $297M | -31% | Dec 2025 |
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| Dynasty Wealth Management | 2.9M | $290M | 7% | Dec 2025 |
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| South Dakota Investment Council | 2.8M | $282M | 1% | Dec 2025 |
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| Prudential Financial | 2.8M | $280M | -7% | Dec 2025 |
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| Simplify Asset Management | 2.8M | $280M | 0% | Dec 2025 |
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| EP Wealth Advisors | 2.8M | $278M | 17% | Dec 2025 |
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| Russell Investments | 2.7M | $271M | 90400033% | Dec 2025 |
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| Alliancebernstein | 2.7M | $266M | 3% | Sep 2025 |
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| Brian McDonald | 2.6M | $257M | 53% | Dec 2025 |
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| O'shaughnessy Asset Management | 2.4M | $242M | 7% | Dec 2025 |
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| Stairway Partners | 2.4M | $241M | 18% | Dec 2025 |
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| Ronald Blue Trust | 2.4M | $240M | 3% | Dec 2025 |
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| Exchange Traded Concepts | 2.3M | $232M | 16% | Dec 2025 |
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| Quotient Wealth Partners | 2.3M | $232M | 7% | Dec 2025 |
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| HighTower Advisors | 2.3M | $226M | 4% | Dec 2025 |
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| Disciplina Capital Management | 2.2M | $220M | 18% | Dec 2025 |
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| Lockheed Martin Investment Management Company | 2.2M | $216M | 1% | Dec 2025 |
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| Advisor Group Holdings | 2.0M | $199M | 5% | Dec 2025 |
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| Axxcess Wealth Management | 1.9M | $191M | 3% | Dec 2025 |
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| Charter Oak Capital Management | 1.8M | $185M | 2% | Dec 2025 |
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| Capital Asset Advisory Services | 1.8M | $177M | 9% | Dec 2025 |
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| Country Trust Bank | 1.7M | $175M | 2% | Dec 2025 |
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| Commonwealth Equity Services | 1.7M | $175M | -21% | Dec 2025 |
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| Howard Capital Management | 1.7M | $173M | 0% | Dec 2025 |
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| YCMNET Advisors | 1.6M | $159M | 4% | Dec 2025 |
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| Mml Investors Services | 1.6M | $156M | 12% | Dec 2025 |
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| CI Private Wealth | 1.5M | $153M | 42% | Dec 2025 |
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| Wesbanco Trust And Investments | 1.5M | $150M | 5% | Dec 2025 |
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| BKD Wealth Advisors | 1.5M | $148M | 3% | Dec 2025 |
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| Rebalance | 1.4M | $142M | 5% | Dec 2025 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $141M | 0% | Dec 2025 |
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| Hantz Financial Services | 1.4M | $140M | 33% | Dec 2025 |
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| Cambridge Investment Research Advisors | 1.4M | $140M | 6% | Dec 2025 |
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| Principal Securities | 1.4M | $139M | 6% | Dec 2025 |
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| Colony | 1.4M | $137M | 24% | Dec 2025 |
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| Sumitomo Mitsui Financial | 1.4M | $135M | 3% | Dec 2025 |
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| Fifth Third Bancorp | 1.3M | $130M | 57% | Dec 2025 |
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| Mill Creek Capital Advisors | 1.3M | $129M | 11% | Dec 2025 |
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| Kingsview Wealth Management | 1.3M | $129M | 8% | Dec 2025 |
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| Trajan Wealth | 1.3M | $128M | 1% | Dec 2025 |
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| Coldstream Capital Management | 1.3M | $127M | -1% | Dec 2025 |
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| Fisher Investments | 1.3M | $127M | 8% | Dec 2025 |
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| V-Square Quantitative Management | 1.3M | $127M | 100% | Dec 2025 |
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| Assetmark | 1.3M | $126M | 168% | Dec 2025 |
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| Victory Capital Management | 1.3M | $126M | -1% | Dec 2025 |
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| Comprehensive Portfolio Management | 1.2M | $120M | 4% | Dec 2025 |
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| Allspring Global Investments Holdings | 1.2M | $119M | 6% | Dec 2025 |
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| CLS Investments | 1.2M | $118M | 6% | Dec 2025 |
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| Hsbc Holdings | 1.1M | $115M | 46% | Dec 2025 |
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| Keybank National Association | 1.1M | $109M | 7% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 1.1M | $107M | 8% | Dec 2025 |
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| Crestwood Advisors | 1.1M | $106M | 4% | Dec 2025 |
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| Graves-Light Private Wealth Management | 1.0M | $105M | 2% | Dec 2025 |
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| GenTrust | 1.0M | $104M | -1% | Dec 2025 |
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| Cambridge Associates | 1.0M | $104M | -45% | Dec 2025 |
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| Center for Financial Planning | 1.0M | $103M | 3% | Dec 2025 |
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| Rockefeller Capital Management | 1.0M | $103M | 318% | Dec 2025 |
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| Cullen Frost Bankers | 1.0M | $102M | 113% | Dec 2025 |
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| Sumitomo Mitsui Trust Holdings | 993k | $99M | 0% | Dec 2025 |
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| Brookstone Capital Management | 969k | $97M | 30% | Dec 2025 |
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| Goss Wealth Management | 939k | $94M | 7% | Dec 2025 |
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| Steele Capital Management | 933k | $93M | 6% | Dec 2025 |
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| Goodman & Company, Investment Counsel | 919k | $92M | 1% | Dec 2025 |
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| Stamos Capital Partners | 910k | $91M | 2% | Dec 2025 |
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| Meridian Wealth Partners | 905k | $90M | 5% | Dec 2025 |
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| Baker Avenue Asset Management | 904k | $90M | 7% | Dec 2025 |
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| Affiance Financial | 898k | $90M | 9% | Dec 2025 |
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| Beacon Pointe Advisors | 895k | $89M | 15% | Dec 2025 |
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| Trustmark National Bank - Trust Department | 892k | $89M | -3% | Sep 2025 |
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| Greenspring Advisors | 883k | $88M | 173% | Dec 2025 |
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| Mirae Asset Global Investments | 864k | $86M | -4% | Dec 2025 |
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| Toroso Investments | 860k | $86M | -9% | Dec 2025 |
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| Freestone Capital Holdings | 842k | $84M | 9% | Dec 2025 |
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| Metropolitan Life Insurance Company | 833k | $83M | -7% | Dec 2025 |
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| Ing Investment Management | 828k | $83M | -2% | Dec 2025 |
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| iA Global Asset Management | 809k | $81M | 4% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 802k | $80M | 61% | Dec 2025 |
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| PDS Planning | 791k | $79M | 4% | Dec 2025 |
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| FORM Wealth Advisors | 778k | $78M | -5% | Dec 2025 |
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| Zacks Investment Management | 761k | $76M | 0% | Sep 2025 |
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| Oarsman Capital | 758k | $76M | 11% | Dec 2025 |
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| Bouchey Financial | 752k | $75M | 8% | Dec 2025 |
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| Janney Montgomery Scott | 751k | $75M | -39% | Dec 2025 |
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| Old National Trust Company | 744k | $74M | 1% | Dec 2025 |
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| Franklin Resources | 737k | $74M | 11% | Dec 2025 |
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| Juniper Hill Capital Management | 737k | $74M | 0% | Dec 2025 |
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| Ellenbecker Investment Group | 732k | $73M | 13% | Dec 2025 |
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| Thrivent Financial for Lutherans | 725k | $72M | 7% | Dec 2025 |
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| United Capital Financial Advisers | 721k | $72M | 2% | Sep 2025 |
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| Zions Bancorporation, National Association | 720k | $72M | 26% | Dec 2025 |
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| CWM | 719k | $72M | 6% | Dec 2025 |
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| Huntington Asset Advisors | 719k | $72M | -5% | Dec 2025 |
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| Sand Hill Advisors | 706k | $71M | 6% | Dec 2025 |
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| Koss-Olinger Consulting | 703k | $70M | 112% | Dec 2025 |
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| NFP Retirement | 701k | $70M | 18% | Dec 2025 |
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| Charles Schwab Trust | 695k | $69M | 0% | Dec 2025 |
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| First Citizens Bank & Trust | 692k | $69M | -3% | Dec 2025 |
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| Professional Financial Advisors | 691k | $69M | 1% | Dec 2025 |
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| Bnp Paribas Investment Partners | 642k | $64M | -75% | Dec 2025 |
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| Vestmark Advisory Solutions | 527k | $53M | -48% | Dec 2025 |
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| Westerkirk Capital | 206k | $21M | -73% | Dec 2025 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Macquarie Group | Sep 2025 | 948k | $95M |