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 | 132M | $13B | -5% | Mar 2026 |
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| Raymond James Financial | 89M | $8.8B | 5% | Mar 2026 |
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| Bank of America Corporation | 70M | $6.9B | 100% | Mar 2026 |
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| Wells Fargo & Company | 64M | $6.3B | 5% | Mar 2026 |
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| BlackRock | 53M | $5.3B | -1% | Mar 2026 |
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| Envestnet Asset Management | 45M | $4.4B | 24% | Mar 2026 |
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| Mercer Global Advisors | 39M | $3.9B | 9% | Mar 2026 |
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| Morgan Stanley | 33M | $3.2B | 0% | Mar 2026 |
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| Betterment | 24M | $2.4B | -9% | Mar 2026 |
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| Northern Trust | 21M | $2.1B | 0% | Mar 2026 |
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| Cetera Investment Advisers | 15M | $1.5B | -1% | Mar 2026 |
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| Ameriprise Financial | 15M | $1.5B | -1% | Mar 2026 |
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| Goldman Sachs Group | 14M | $1.4B | -2% | Mar 2026 |
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| Creative Planning | 14M | $1.4B | 32% | Mar 2026 |
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| LPL Financial | 14M | $1.4B | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 14M | $1.4B | 14% | Mar 2026 |
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| Acorns Advisers | 14M | $1.3B | 2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 13M | $1.3B | 6% | Mar 2026 |
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| UBS Group | 12M | $1.2B | 27% | Mar 2026 |
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| Arizona PSPRS Trust | 12M | $1.1B | 1% | Jun 2026 |
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| WealthNavi | 12M | $1.1B | 3% | Mar 2026 |
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| Pnc Financial Services | 10M | $1.0B | 5% | Mar 2026 |
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| FMR | 9.1M | $902M | 2% | Mar 2026 |
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| HPM Partners | 8.9M | $884M | 11% | Mar 2026 |
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| Adviser Investments | 8.6M | $858M | 8% | Mar 2026 |
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| Johns Hopkins University | 8.0M | $797M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 7.3M | $728M | -2% | Jun 2026 |
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| Stifel Financial | 7.3M | $727M | -2% | Mar 2026 |
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| Royal Bank of Canada | 6.7M | $677M | 100% | Mar 2026 |
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| United Services Automobile Association | 6.7M | $668M | -23% | Mar 2026 |
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| Bank of New York Mellon | 6.6M | $660M | 13% | Mar 2026 |
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| Charles Schwab Investment Management | 6.6M | $652M | -3% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 6.3M | $624M | 100% | Mar 2026 |
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| Captrust Financial Advisors | 6.2M | $619M | 3% | Mar 2026 |
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| Mackenzie Financial | 5.7M | $569M | -2% | Mar 2026 |
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| MEMBERS Trust | 5.7M | $560M | -1% | Jun 2026 |
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| Ohio National Investments | 5.6M | $557M | -5% | Jun 2026 |
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| D.A. Davidson & Co. | 5.3M | $524M | 2% | Jun 2026 |
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| Simplify Asset Management | 5.0M | $499M | 23% | Jun 2026 |
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| SigFig Wealth Management | 4.3M | $424M | 4% | Jun 2026 |
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| Mastercard Foundation Asset Management Corp | 4.1M | $408M | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 3.9M | $389M | 14% | Mar 2026 |
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| Vantagepoint Investment Advisers | 3.9M | $388M | -15% | Mar 2026 |
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| Steward Partners Investment Advisory | 3.8M | $372M | -6% | Mar 2026 |
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| Citigroup | 3.7M | $367M | 100% | Mar 2026 |
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| Prime Capital Investment Advisors | 3.7M | $365M | -25% | Mar 2026 |
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| Henderson Group | 3.4M | $339M | 100% | Mar 2026 |
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| South Dakota Investment Council | 3.3M | $325M | 16% | Mar 2026 |
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| EP Wealth Advisors | 3.2M | $317M | 15% | Mar 2026 |
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| Fifth Third Bancorp | 3.2M | $316M | 145% | Mar 2026 |
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| Envestnet Portfolio Solutions | 3.1M | $304M | -61% | Mar 2026 |
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| Mason Street Advisors | 3.0M | $303M | -2% | Mar 2026 |
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| Balentine | 3.0M | $294M | 0% | Mar 2026 |
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| Factory Mutual Insurance Company | 2.9M | $291M | 61% | Jun 2026 |
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| Alliancebernstein | 2.9M | $286M | -40% | Mar 2026 |
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| Stairway Partners | 2.8M | $278M | 15% | Jun 2026 |
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| Dynasty Wealth Management | 2.7M | $272M | -6% | Mar 2026 |
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| Russell Investments | 2.7M | $271M | 1% | Mar 2026 |
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| Prudential Financial | 2.6M | $259M | -7% | Mar 2026 |
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| O'shaughnessy Asset Management | 2.5M | $252M | 5% | Mar 2026 |
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| Ronald Blue Trust | 2.5M | $243M | 2% | Mar 2026 |
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| Jane Street | 2.4M | $241M | 11157% | Mar 2026 |
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| Exchange Traded Concepts | 2.4M | $241M | 4% | Mar 2026 |
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| Disciplina Capital Management | 2.2M | $222M | 2% | Mar 2026 |
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| Advisor Group Holdings | 2.2M | $215M | 9% | Mar 2026 |
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| HighTower Advisors | 2.0M | $200M | -11% | Mar 2026 |
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| Hantz Financial Services | 2.0M | $197M | 41% | Mar 2026 |
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| Charter Oak Capital Management | 1.9M | $188M | 3% | Mar 2026 |
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| Quotient Wealth Partners | 1.9M | $187M | -19% | Mar 2026 |
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| Axxcess Wealth Management | 1.9M | $183M | 3% | Jun 2026 |
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| TIAA Wealth Investment Management | 1.8M | $183M | 100% | Mar 2026 |
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| National Philanthropic Trust | 1.8M | $179M | 19% | Mar 2026 |
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| Commonwealth Equity Services | 1.8M | $178M | 1% | Jun 2026 |
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| Ferguson Wellman Capital Management | 1.7M | $172M | 2% | Jun 2026 |
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| YCMNET Advisors | 1.7M | $167M | 6% | Mar 2026 |
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| Wesbanco Trust And Investments | 1.7M | $166M | 9% | Jun 2026 |
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| Kingsview Wealth Management | 1.7M | $166M | 29% | Mar 2026 |
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| Rebalance | 1.6M | $161M | 12% | Jun 2026 |
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| Bank Of Montreal | 1.6M | $162M | 100% | Mar 2026 |
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| Capital Asset Advisory Services | 1.6M | $162M | -9% | Mar 2026 |
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| Single Point Partners | 1.6M | $50M | 2% | Jun 2026 |
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| Bnp Paribas Investment Partners | 1.6M | $158M | 147% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.5M | $153M | 6% | Jun 2026 |
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| BKD Wealth Advisors | 1.5M | $151M | 3% | Mar 2026 |
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| Beacon Pointe Advisors | 1.5M | $150M | 69% | Mar 2026 |
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| Assetmark | 1.5M | $146M | 150% | Jun 2026 |
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| CI Private Wealth | 1.4M | $135M | -7% | Mar 2026 |
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| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $140M | 0% | Mar 2026 |
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| Susquehanna International | 1.4M | $138M | 1874% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 1.4M | $14k | 7187% | Mar 2026 |
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| Mml Investors Services | 1.4M | $135M | -13% | Mar 2026 |
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| Principal Securities | 1.4M | $135M | -2% | Mar 2026 |
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| Sumitomo Mitsui Financial | 1.4M | $134M | 0% | Mar 2026 |
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| Victory Capital Management | 1.4M | $134M | 8% | Mar 2026 |
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| First Citizens Bank & Trust | 1.3M | $133M | -28% | Jun 2026 |
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| Colony | 1.3M | $134M | -2% | Mar 2026 |
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| Mill Creek Capital Advisors | 1.3M | $132M | 3% | Mar 2026 |
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| Lockheed Martin Investment Management Company | 1.3M | $131M | -39% | Mar 2026 |
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| Coldstream Capital Management | 1.3M | $131M | 3% | Mar 2026 |
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| Trajan Wealth | 1.3M | $130M | 3% | Mar 2026 |
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| Fisher Investments | 1.3M | $127M | 0% | Mar 2026 |
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| V-Square Quantitative Management | 1.3M | $126M | 0% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 1.2M | $124M | 16% | Mar 2026 |
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| Comprehensive Portfolio Management | 1.2M | $123M | 4% | Mar 2026 |
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| Hsbc Holdings | 1.2M | $114M | 0% | Mar 2026 |
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| Allspring Global Investments Holdings | 1.1M | $114M | -4% | Mar 2026 |
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| Crestwood Advisors | 1.1M | $113M | 8% | Mar 2026 |
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| Keybank National Association | 1.1M | $110M | 2% | Jun 2026 |
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| Graves-Light Private Wealth Management | 1.1M | $109M | 6% | Jun 2026 |
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| Zhang Financial | 1.1M | $108M | 22% | Jun 2026 |
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| Freestone Capital Holdings | 1.1M | $107M | 13% | Jun 2026 |
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| Center for Financial Planning | 1.1M | $105M | 2% | Mar 2026 |
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| GenTrust | 1.0M | $104M | 0% | Mar 2026 |
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| CLS Investments | 1.0M | $104M | -12% | Mar 2026 |
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| Sumitomo Mitsui Trust Holdings | 993k | $98M | 0% | Jun 2026 |
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| Steele Capital Management | 992k | $98M | 4% | Jun 2026 |
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| Affiance Financial | 991k | $98M | 2% | Jun 2026 |
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| Skopos Labs | 990k | $98M | 49% | Mar 2026 |
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| Trustmark National Bank - Trust Department | 981k | $97M | 5% | Mar 2026 |
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| Cambridge Associates | 976k | $97M | 2% | Mar 2026 |
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| Baker Avenue Asset Management | 972k | $96M | 5% | Jun 2026 |
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| Meridian Wealth Partners | 943k | $94M | 4% | Mar 2026 |
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| Brookstone Capital Management | 941k | $93M | -3% | Mar 2026 |
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| Goodman & Company, Investment Counsel | 941k | $93M | 2% | Mar 2026 |
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| Greenspring Advisors | 938k | $93M | 6% | Mar 2026 |
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| Sagespring Wealth Partners | 930k | $92M | -96% | Mar 2026 |
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| Stamos Capital Partners | 926k | $92M | 2% | Mar 2026 |
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| Oarsman Capital | 916k | $91M | 21% | Mar 2026 |
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| State Treasurer State Of Michigan | 900k | $89M | 100% | Jun 2026 |
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| Strategic Financial Planning | 861k | $22M | 100% | Mar 2026 |
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| Goss Wealth Management | 855k | $85M | -9% | Mar 2026 |
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| Howard Capital Management | 851k | $84M | -51% | Jun 2026 |
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| Metropolitan Life Insurance Company | 848k | $84M | 2% | Mar 2026 |
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| PDS Planning | 844k | $84M | 7% | Mar 2026 |
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| Mirae Asset Global Investments | 835k | $83M | -3% | Mar 2026 |
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| FORM Wealth Advisors | 835k | $83M | 65% | Jun 2026 |
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| Johnson Investment Counsel | 830k | $82M | 4% | Jun 2026 |
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| Koss-Olinger Consulting | 829k | $82M | 18% | Mar 2026 |
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| Janney Montgomery Scott | 828k | $82M | 10% | Mar 2026 |
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| Ellenbecker Investment Group | 822k | $82M | 12% | Mar 2026 |
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| NEOS Investment Management | 822k | $81M | 26% | Mar 2026 |
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| Thrivent Financial for Lutherans | 788k | $78M | 9% | Mar 2026 |
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| United Capital Financial Advisers | 787k | $78M | 0% | Mar 2026 |
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| Integrity Alliance | 775k | $77M | 115% | Jun 2026 |
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| Bouchey Financial | 772k | $77M | 3% | Mar 2026 |
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| Old National Trust Company | 755k | $75M | 1% | Mar 2026 |
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| Zacks Investment Management | 752k | $75M | 2% | Mar 2026 |
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| JFS Wealth Advisors | 742k | $73M | 6% | Jun 2026 |
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| Charter Trust | 737k | $73M | 3% | Jun 2026 |
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| Huntington Asset Advisors | 735k | $73M | 2% | Jun 2026 |
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| Franklin Resources | 716k | $71M | -3% | Mar 2026 |
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| Ing Investment Management | 695k | $69M | -16% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 695k | $69M | -13% | Mar 2026 |
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| Tiaa Trust, National Association | 298k | $30M | -97% | Mar 2026 |
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| Country Trust Bank | 290k | $29M | -83% | Mar 2026 |
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| iA Global Asset Management | 260k | $26M | -69% | Jun 2026 |
|
Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 20M | $2.0B |
| Toroso Investments | Dec 2025 | 860k | $86M |
| Juniper Hill Capital Management | Dec 2025 | 737k | $74M |