iShares Core U.S. AggregateAGGETF
13F holders, Q1 2025 (March 31)1,931holders −10
118new positions
116sold out
6famous investors
$95.85avg. 13F price*
At the end of Q1 2025, 1,931 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, down 10 from Q4 2024. 118 opened new positions and 116 sold out. The largest holders were Jones Financial Companies LLLP ($13.7B), Raymond James Financial Inc. ($8.0B) and Wells Fargo & Company ($5.3B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $1.7B |
| Exits | 116 | $414.3M |
All 13F filers, Q4 2024 → Q1 2025: 80,415,898 shares bought and 41,875,185 shares sold, net +38,540,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,931 holders
| Jones Financial Companies LLLP | 12.26% | Add +7.5% | 138,625,924 | $13.7B |
| Raymond James Financial Inc. | 3.03% | Add +4.4% | 81,294,683 | $8.0B |
| Wells Fargo & Company | 1.29% | Add +0.1% | 53,913,190 | $5.3B |
| Envestnet Asset Management Inc. | 1.55% | Reduce -6.0% | 48,489,412 | $4.8B |
| BlackRock, Inc. | 0.09% | Add +3.6% | 44,436,586 | $4.4B |
| Bank of America Corp. | 0.37% | Reduce -4.0% | 41,987,253 | $4.2B |
| US Bancorp \de | 4.50% | Add +0.1% | 34,065,086 | $3.4B |
| Morgan Stanley | 0.22% | Reduce -3.7% | 31,408,091 | $3.1B |
| Mercer Global Advisors Inc. | 5.94% | Add +11.7% | 26,159,713 | $2.6B |
| Betterment LLC | 5.13% | Add +10.0% | 21,876,462 | $2.2B |
| Goldman Sachs Group Inc. | 0.40% | Add +13.9% | 21,095,135 | $2.1B |
| Northern Trust Corp. | 0.25% | Add +14.4% | 16,884,474 | $1.7B |
| Envestnet Portfolio Solutions, Inc. | 6.38% | Add +1.1% | 16,866,256 | $1.7B |
| Wealth Enhancement Advisory Services, LLC | 2.88% | Add +6.0% | 15,197,862 | $1.5B |
| Ameriprise Financial Inc. | 0.40% | Reduce -22.4% | 14,847,660 | $1.5B |
| Mastercard Foundation Asset Management Corp. | 3.00% | New | 13,825,295 | $1.4B |
| Arizona PSPRS Trust | 45.05% | Add +0.7% | 13,436,636 | $1.3B |
| Johns Hopkins University | 49.49% | Reduce -6.3% | 13,260,395 | $1.3B |
| Creative Planning | 1.18% | Reduce -1.4% | 12,704,025 | $1.3B |
| Acorns Advisers, LLC | 11.87% | Add +2.3% | 12,513,772 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.93% | Add +10.7% | 11,545,869 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.19% | Reduce -6.5% | 10,428,154 | $1.0B |
| WealthNavi Inc. | 11.38% | Add +2.7% | 10,341,692 | $1.0B |
| UBS Group AG | 0.22% | Add +15.0% | 9,994,236 | $988.6M |
| LPL Financial LLC | 0.38% | Add +7.3% | 9,948,608 | $984.1M |
| JPMorgan Chase & Co. | 0.07% | Reduce -5.6% | 9,808,101 | $970.2M |
| Mariner, LLC | 1.52% | Add +15.9% | 9,238,165 | $913.8M |
| Avantax Advisory Services, Inc. | 5.54% | Add +2.7% | 9,233,202 | $913.3M |
| PNC Financial Services Group, Inc. | 0.46% | Add +1.3% | 8,935,306 | $883.9M |
| Tiaa Trust, National Association | 2.71% | Reduce -1.3% | 8,769,111 | $867.4M |
| FMR LLC | 0.05% | Reduce -21.8% | 7,862,183 | $777.7M |
| Captrust Financial Advisors | 1.91% | Add +27.5% | 7,685,672 | $760.3M |
| Truist Financial Corp. | 1.06% | Reduce -5.8% | 6,696,309 | $662.4M |
| Stifel Financial Corp. | 0.67% | Add +1.0% | 6,329,939 | $626.2M |
| Cerity Partners LLC | 1.27% | Add +6.8% | 6,246,217 | $617.9M |
| Members Trust Co | 18.34% | Add +1.1% | 5,322,563 | $526.5M |
| Factory Mutual Insurance Co. | 6.07% | Reduce -8.7% | 5,292,657 | $523.5M |
| Cetera Investment Advisers | 1.00% | Add +8.0% | 5,221,839 | $516.5M |
| Royal Bank of Canada | 0.11% | Reduce -2.4% | 5,076,363 | $502.2M |
| Bank of New York Mellon Corp | 0.10% | Reduce -9.3% | 4,991,054 | $493.7M |
| Rwa Wealth Partners, LLC | 6.13% | Add +8534.9% | 4,916,363 | $486.3M |
| Prudential Financial Inc. | 0.67% | Reduce -36.0% | 4,836,472 | $472.4M |
| Mackenzie Financial Corp. | 0.66% | Add +0.2% | 4,722,900 | $467.2M |
| D.A. Davidson & Co. | 3.53% | Add +4.8% | 4,436,224 | $438.8M |
| Balentine LLC | 18.29% | Reduce -3.3% | 4,414,763 | $436.7M |
| Constellation Investments, Inc. | 19.50% | Reduce -6.7% | 4,148,929 | $410.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 2.31% | Add +180.6% | 3,948,422 | $390.6M |
| Vantagepoint Investment Advisers LLC | 41.73% | Add +13.8% | 3,699,718 | $366.0M |
| Citigroup Inc. | 0.26% | Reduce -4.5% | 3,452,100 | $341.5M |
| SageView Advisory Group, LLC | 14.30% | Add +7.9% | 3,391,240 | $335.5M |
| SigFig Wealth Management, LLC | 11.02% | Add +2.3% | 3,092,836 | $305.0M |
| Janus Henderson Group PLC | 0.17% | Add +0.2% | 3,083,808 | $304.5M |
| Simplify Asset Management Inc. | 14.07% | Add +31.4% | 3,046,844 | $301.4M |
| United Services Automobile Association | 8.97% | No change | 2,953,780 | $291.6M |
| South Dakota Investment Council | 5.96% | Add +0.3% | 2,945,885 | $291.4M |
| Alliancebernstein L.P. | 0.09% | Add +5.6% | 2,569,931 | $254.2M |
| Mason Street Advisors, LLC | 32.03% | Reduce -1.2% | 2,545,100 | $251.8M |
| Dynasty Wealth Management, LLC | 4.11% | Reduce -15.5% | 2,491,089 | $246.4M |
| EP Wealth Advisors, LLC | 1.85% | Add +1.3% | 2,345,970 | $232.1M |
| Commonwealth Equity Services, LLC | 0.32% | Add +22.8% | 2,281,427 | $225.7M |
| Blue Trust, Inc. | 2.86% | Add +0.3% | 2,256,473 | $223.2M |
| Prime Capital Investment Advisors, LLC | 2.42% | Add +39.3% | 2,098,708 | $207.6M |
| Disciplina Capital Management LLC | 30.19% | Add +5.4% | 2,098,388 | $207.6M |
| Stairway Partners, LLC | 12.46% | Add +1.1% | 2,042,984 | $202.1M |
| Quotient Wealth Partners, LLC | 6.37% | Reduce -17.6% | 2,016,188 | $199.4M |
| HighTower Advisors, LLC | 0.27% | Add +2.6% | 2,014,050 | $199.2M |
| Corient Private Wealth LP | 0.32% | Add +112.6% | 1,982,826 | $196.1M |
| &partners | 2.08% | Add +23.4% | 1,974,775 | $195.7M |
| Jane Street Group, LLC | 0.33% | New | 1,831,840 | $181.2M |
| O'shaughnessy Asset Management, LLC | 1.40% | Add +4.9% | 1,756,236 | $173.7M |
| Axxcess Wealth Management, LLC | 4.62% | Reduce -4.4% | 1,708,110 | $169.0M |
| Charter Oak Capital Management, LLC | 15.14% | Add +2.7% | 1,667,009 | $164.9M |
| Osaic Holdings, Inc. | 0.37% | Add +37.5% | 1,664,164 | $164.7M |
| Bank of Montreal | 0.09% | Add +12.6% | 1,652,157 | $163.4M |
| Capital Asset Advisory Services LLC | 7.98% | Reduce -2.5% | 1,583,834 | $156.6M |
| Cahaba Wealth Management, Inc. | 12.72% | Add +2.7% | 1,553,935 | $153.7M |
| MML Investors Services, LLC | 0.51% | Add +27.9% | 1,546,570 | $153.0M |
| Destination Wealth Management | 4.51% | Add +5.2% | 1,446,048 | $143.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.36% | No change | 1,413,455 | $139.8M |
| Citadel Advisors | 0.14% | Add +692.9% | 1,402,378 | $138.7M |
| Forvis Mazars Wealth Advisors, LLC | 3.30% | Add +2.3% | 1,391,690 | $137.7M |
| Wesbanco Bank Inc. | 4.49% | Add +3.4% | 1,305,635 | $129.2M |
| GenTrust, LLC | 6.16% | Reduce -4.0% | 1,297,999 | $128.4M |
| Rebalance, LLC | 9.44% | Add +2.0% | 1,296,424 | $128.2M |
| Kingsview Wealth Management, LLC | 2.38% | Reduce -0.9% | 1,275,465 | $126.2M |
| Trajan Wealth LLC | 6.72% | Add +20.4% | 1,245,729 | $123.2M |
| Howard Capital Management, LLC | 3.05% | Add +12.3% | 1,227,725 | $121.4M |
| Mill Creek Capital Advisors, LLC | 2.94% | Add +4.5% | 1,225,487 | $121.2M |
| Trustmark Bank Trust Department | 8.88% | Reduce -3.3% | 1,211,502 | $119.8M |
| Allspring Global Investments Holdings, LLC | 0.21% | Reduce -46.9% | 1,198,318 | $118.5M |
| Country Trust Bank | 2.94% | Reduce -2.1% | 1,179,688 | $116.7M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Reduce -12.0% | 1,175,400 | $116.3M |
| Steward Partners Investment Advisory, LLC | 1.00% | Add +6.6% | 1,144,249 | $113.2M |
| Sumitomo Mitsui Financial Group, Inc. | 2.05% | Add +8.1% | 1,132,463 | $112.0M |
| Sagespring Wealth Partners, LLC | 2.64% | Reduce -3.9% | 24,537,007 | $104.8M |
| Fisher Asset Management | 0.04% | Add +2.7% | 1,046,888 | $103.6M |
| HSBC Holdings PLC | 0.07% | Reduce -2.4% | 1,035,518 | $102.4M |
| Principal Securities, Inc. | 2.28% | Add +0.9% | 1,052,405 | $102.0M |
| Crestwood Advisors Group, LLC | 1.92% | Add +5.4% | 1,020,086 | $100.9M |
| Ritholtz Wealth Management | 2.97% | Add +9.3% | 1,003,356 | $99.3M |
"% of holder's portfolio" is AGG's weight in each manager's 13F, not the share of iShares Core U.S. Aggregate the manager owns.