Institutional shares held 1.22 Billion
124K calls
199K puts
Total value of holdings $120B
$12.2M calls
$19.6M puts
# of Institutions 2,136


Latest Institutional Activity in AGG

Top Purchases

Q1 2025
Form Wealth Advisors, LLC Shares Held: 930K ($91.7M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 15.2M ($1.5B)
Q1 2025
Vantagepoint Investment Advisers LLC Shares Held: 3.7M ($365M)
Q1 2025
Center For Financial Planning, Inc. Shares Held: 954K ($94.1M)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 10.6M ($1.05B)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 48.5M ($4.78B)
Q1 2025
Allspring Global Investments Holdings, LLC Shares Held: 1.2M ($118M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 24.5M ($2.42B)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 150K ($14.8M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 234K ($23.1M)

About AGG

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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