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 | 144M | $14B | -1% | Sep 2025 |
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| Raymond James Financial | 79M | $7.9B | 2% | Sep 2025 |
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| Wells Fargo & Company | 64M | $6.4B | 15% | Sep 2025 |
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| BlackRock | 54M | $5.4B | 8% | Sep 2025 |
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| Us Bancorp | 42M | $4.2B | -4% | Sep 2025 |
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| Envestnet Asset Management | 35M | $3.5B | -35% | Sep 2025 |
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| Mercer Global Advisors | 33M | $3.3B | 17% | Sep 2025 |
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| Morgan Stanley | 31M | $3.0B | 100% | Jun 2025 |
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| Betterment | 25M | $2.5B | 7% | Sep 2025 |
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| Sagespring Wealth Partners | 24M | $95M | 0% | Sep 2025 |
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| Mastercard Foundation Asset Management Corp | 19M | $1.9B | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 18M | $1.8B | 10% | Sep 2025 |
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| Northern Trust | 17M | $1.7B | 0% | Sep 2025 |
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| Ameriprise Financial | 16M | $1.6B | 6% | Sep 2025 |
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| Cetera Investment Advisers | 15M | $1.5B | 187% | Sep 2025 |
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| Goldman Sachs Group | 15M | $1.5B | -30% | Sep 2025 |
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| Acorns Advisers | 13M | $1.3B | 7% | Sep 2025 |
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| Creative Planning | 12M | $1.2B | -3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 12M | $1.2B | -1% | Sep 2025 |
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| LPL Financial | 12M | $1.2B | 13% | Sep 2025 |
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| Jpmorgan Chase & Co | 12M | $1.2B | 18% | Sep 2025 |
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| Johns Hopkins University | 12M | $1.2B | -1% | Sep 2025 |
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| FMR | 11M | $1.1B | -1% | Sep 2025 |
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| Arizona PSPRS Trust | 11M | $1.1B | -17% | Sep 2025 |
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| Mariner Wealth Advisors | 11M | $1.1B | 10% | Sep 2025 |
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| WealthNavi | 10M | $1.0B | 4% | Sep 2025 |
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| Pnc Financial Services | 9.4M | $945M | 3% | Sep 2025 |
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| UBS Group | 9.4M | $939M | -6% | Sep 2025 |
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| H D Vest Advisory Services | 9.3M | $919M | 0% | Jun 2025 |
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| United Services Automobile Association | 9.1M | $915M | 82% | Sep 2025 |
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| Tiaa Trust, National Association | 8.5M | $854M | 5% | Sep 2025 |
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| Envestnet Portfolio Solutions | 7.5M | $749M | -61% | Sep 2025 |
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| Branch Banking & Trust Company | 7.3M | $735M | 6% | Sep 2025 |
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| Charles Schwab Investment Management | 7.2M | $725M | -27% | Sep 2025 |
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| Adviser Investments | 7.1M | $716M | 8% | Sep 2025 |
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| HPM Partners | 7.0M | $704M | 5% | Sep 2025 |
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| Stifel Financial | 6.5M | $654M | -16% | Sep 2025 |
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| Bank of New York Mellon | 5.6M | $560M | 5% | Sep 2025 |
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| Mackenzie Financial | 5.5M | $553M | 15% | Sep 2025 |
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| MEMBERS Trust | 5.5M | $550M | 1% | Sep 2025 |
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| Captrust Financial Advisors | 5.4M | $542M | -34% | Sep 2025 |
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| D.A. Davidson & Co. | 4.6M | $461M | 4% | Sep 2025 |
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| Vantagepoint Investment Advisers | 4.6M | $460M | 54% | Sep 2025 |
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| Balentine | 4.3M | $435M | 0% | Sep 2025 |
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| Ohio National Investments | 4.1M | $416M | 0% | Sep 2025 |
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| Royal Bank of Canada | 4.1M | $404M | -12% | Sep 2025 |
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| Factory Mutual Insurance Company | 3.8M | $377M | 67% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.7M | $368M | 196% | Sep 2025 |
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| SigFig Wealth Management | 3.5M | $348M | 10% | Sep 2025 |
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| Prime Capital Investment Advisors | 3.4M | $342M | 7% | Sep 2025 |
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| SageView Advisory Group | 3.4M | $336M | 1% | Sep 2025 |
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| Henderson Group | 3.1M | $315M | 2% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 3.1M | $316M | 19% | Sep 2025 |
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| Mason Street Advisors | 3.0M | $305M | 9% | Sep 2025 |
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| Prudential Financial | 3.0M | $299M | -44% | Sep 2025 |
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| Simplify Asset Management | 2.8M | $281M | -10% | Sep 2025 |
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| South Dakota Investment Council | 2.8M | $279M | 0% | Sep 2025 |
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| Dynasty Wealth Management | 2.7M | $273M | 10% | Sep 2025 |
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| Alliancebernstein | 2.7M | $266M | 3% | Sep 2025 |
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| Bnp Paribas Investment Partners | 2.6M | $64M | 0% | Sep 2025 |
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| Bank Of Montreal | 2.4M | $238M | 100% | Jun 2025 |
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| EP Wealth Advisors | 2.4M | $235M | 1% | Jun 2025 |
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| Ronald Blue Trust | 2.3M | $234M | 5% | Sep 2025 |
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| O'shaughnessy Asset Management | 2.3M | $228M | 13% | Sep 2025 |
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| Commonwealth Equity Services | 2.2M | $223M | 16% | Sep 2025 |
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| Quotient Wealth Partners | 2.2M | $219M | 6% | Sep 2025 |
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| HighTower Advisors | 2.2M | $218M | 2% | Sep 2025 |
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| Lockheed Martin Investment Management Company | 2.1M | $214M | 3% | Sep 2025 |
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| Stairway Partners | 2.0M | $205M | 4% | Sep 2025 |
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| Exchange Traded Concepts | 2.0M | $200M | 52% | Sep 2025 |
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| Cambridge Associates | 1.9M | $190M | -45% | Sep 2025 |
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| Advisor Group Holdings | 1.9M | $190M | 5% | Sep 2025 |
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| Disciplina Capital Management | 1.9M | $187M | -2% | Sep 2025 |
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| Axxcess Wealth Management | 1.9M | $186M | 6% | Sep 2025 |
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| Charter Oak Capital Management | 1.8M | $181M | 6% | Sep 2025 |
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| Howard Capital Management | 1.7M | $174M | 53% | Sep 2025 |
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| Country Trust Bank | 1.7M | $173M | 71% | Sep 2025 |
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| Brian McDonald | 1.7M | $169M | 5% | Sep 2025 |
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| Capital Asset Advisory Services | 1.6M | $164M | 2% | Sep 2025 |
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| YCMNET Advisors | 1.5M | $154M | 5% | Sep 2025 |
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| BKD Wealth Advisors | 1.4M | $145M | 2% | Sep 2025 |
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| Wesbanco Trust And Investments | 1.4M | $143M | 7% | Sep 2025 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $142M | 0% | Sep 2025 |
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| Mml Investors Services | 1.4M | $140M | 2% | Sep 2025 |
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| Rebalance | 1.4M | $136M | 4% | Sep 2025 |
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| Cambridge Investment Research Advisors | 1.3M | $133M | 7% | Sep 2025 |
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| Sumitomo Mitsui Financial | 1.3M | $132M | 10% | Sep 2025 |
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| Principal Securities | 1.3M | $132M | 9% | Sep 2025 |
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| Coldstream Capital Management | 1.3M | $129M | 46% | Sep 2025 |
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| Victory Capital Management | 1.3M | $128M | 41% | Sep 2025 |
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| Trajan Wealth | 1.3M | $127M | -2% | Sep 2025 |
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| Janney Montgomery Scott | 1.2M | $123M | 15% | Sep 2025 |
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| Kingsview Wealth Management | 1.2M | $120M | -25% | Sep 2025 |
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| Fisher Investments | 1.2M | $118M | 5% | Sep 2025 |
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| Mill Creek Capital Advisors | 1.2M | $117M | 6% | Sep 2025 |
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| Comprehensive Portfolio Management | 1.2M | $116M | 7% | Sep 2025 |
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| Allspring Global Investments Holdings | 1.1M | $112M | 35% | Sep 2025 |
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| CLS Investments | 1.1M | $111M | 19% | Sep 2025 |
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| Colony | 1.1M | $111M | 16% | Sep 2025 |
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| CI Private Wealth | 1.1M | $107M | 16% | Sep 2025 |
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| Hantz Financial Services | 1.1M | $106M | 53% | Sep 2025 |
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| GenTrust | 1.1M | $106M | -4% | Sep 2025 |
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| NFP Retirement | 1.0M | $103M | 75% | Sep 2025 |
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| Graves-Light Private Wealth Management | 1.0M | $103M | 2% | Sep 2025 |
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| Keybank National Association | 1.0M | $102M | 3% | Sep 2025 |
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| Crestwood Advisors | 1.0M | $102M | -4% | Sep 2025 |
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| Vestmark Advisory Solutions | 1.0M | $102M | -34% | Sep 2025 |
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| Center for Financial Planning | 999k | $100M | 4% | Sep 2025 |
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| Sumitomo Mitsui Trust Holdings | 993k | $100M | 0% | Sep 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 990k | $99M | 16% | Sep 2025 |
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| Macquarie Group | 948k | $95M | 100% | Sep 2025 |
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| Toroso Investments | 946k | $95M | 4% | Sep 2025 |
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| Goodman & Company, Investment Counsel | 906k | $91M | 0% | Sep 2025 |
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| Mirae Asset Global Investments | 900k | $90M | -6% | Sep 2025 |
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| Trustmark National Bank - Trust Department | 892k | $89M | -3% | Sep 2025 |
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| Stamos Capital Partners | 892k | $89M | 84% | Sep 2025 |
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| Metropolitan Life Insurance Company | 892k | $89M | 3% | Sep 2025 |
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| Steele Capital Management | 878k | $88M | 8% | Sep 2025 |
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| Goss Wealth Management | 875k | $88M | 6% | Sep 2025 |
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| Meridian Wealth Partners | 859k | $86M | 4% | Sep 2025 |
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| Baker Avenue Asset Management | 843k | $85M | -3% | Sep 2025 |
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| Ing Investment Management | 841k | $84M | 5% | Sep 2025 |
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| Fifth Third Bancorp | 828k | $83M | 26% | Sep 2025 |
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| Affiance Financial | 825k | $83M | 12% | Sep 2025 |
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| FORM Wealth Advisors | 816k | $81M | -12% | Jun 2025 |
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| Hsbc Holdings | 789k | $79M | -23% | Sep 2025 |
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| iA Global Asset Management | 781k | $78M | 9% | Sep 2025 |
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| Beacon Pointe Advisors | 779k | $78M | -22% | Sep 2025 |
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| Freestone Capital Holdings | 771k | $77M | 11% | Sep 2025 |
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| Westerkirk Capital | 767k | $77M | 24% | Sep 2025 |
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| Zacks Investment Management | 761k | $76M | 0% | Sep 2025 |
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| PDS Planning | 761k | $76M | 3% | Sep 2025 |
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| Huntington Asset Advisors | 756k | $76M | -1% | Sep 2025 |
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| Brookstone Capital Management | 746k | $75M | 7% | Sep 2025 |
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| Old National Trust Company | 740k | $74M | 0% | Sep 2025 |
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| Juniper Hill Capital Management | 737k | $74M | 0% | Sep 2025 |
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| United Capital Financial Advisers | 721k | $72M | 2% | Sep 2025 |
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| First Citizens Bank & Trust | 716k | $72M | -93% | Sep 2025 |
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| Charles Schwab Trust | 698k | $70M | 4% | Sep 2025 |
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| Bouchey Financial | 697k | $70M | 4% | Sep 2025 |
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| Professional Financial Advisors | 682k | $68M | 1% | Sep 2025 |
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| Oarsman Capital | 682k | $68M | 1531% | Sep 2025 |
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| CWM | 682k | $68M | 4% | Sep 2025 |
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| Thrivent Financial for Lutherans | 678k | $68M | 90% | Sep 2025 |
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| Sand Hill Advisors | 667k | $67M | 3% | Sep 2025 |
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| Franklin Resources | 667k | $67M | -4% | Sep 2025 |
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| Trust | 662k | $66M | 3% | Sep 2025 |
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| Evoke Wealth | 653k | $66M | -9% | Sep 2025 |
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| Ellenbecker Investment Group | 649k | $65M | 8% | Sep 2025 |
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| McKinley Carter Wealth Services | 648k | $65M | 1% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 496k | $50M | -50% | Sep 2025 |
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| BLB^B Advisors | 141k | $14M | -79% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 19k | $1.9M | -99% | Sep 2025 |
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| Cahaba Wealth Management | 17k | $1.7M | -99% | Sep 2025 |
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| Jane Street | 12k | $1.2M | -100% | Sep 2025 |
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| Alerus Financial | 1.1k | $115k | -100% | Sep 2025 |
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Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| NISA Investment Advisors | Jun 2025 | 4.0M | $396M |
| Commonwealth of Pennsylvania | Jun 2025 | 4.0M | $396M |