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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,597 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 756 increasing their positions, 587 reducing their positions, and 111 closing their positions.

Holders
1,597
Holders Change
-29
Holders Change %
-1.78%
% of All Funds
25.47%
Holding in Top 10
318
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.25%
% of All Funds
5.07%
New
108
Increased
756
Reduced
587
Closed
111
Calls
$15.7M
Puts
$9.17M
Net Calls
+$6.49M
Net Calls Change
-$6.73M

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.42B
2
Charles Schwab
2
Charles Schwab
California
$1.71B
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$658M
4
USAA
4
United Services Automobile Association
Texas
$665M
5
RJA
5
Raymond James & Associates
Florida
$5.83B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.63B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$564M
4
NL
4
NEPC LLC
Massachusetts
$0
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BB
226
Bell Bank
North Dakota
$27M 287,575 -26,843 -9%
BOH
227
Bank of Hawaii
Hawaii
$27M 286,820 -310 -0.1%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$26.8M 285,105 +130,264 +84%
LI
229
LVZ Inc
Michigan
$26.7M 283,667 -13,882 -5%
GWM
230
GoalFusion Wealth Management
Texas
$26.3M 279,515 +3,984 +1%
PFO
231
Pathstone Family Office
New Jersey
$26.1M 277,487 +261,562 +1,642%
SC
232
Scotia Capital
Ontario, Canada
$26M 276,602 -13,782 -5%
BSSFA
233
Baron Silver Stevens Financial Advisors
Florida
$25.8M 274,302 +82,570 +43%
KPWS
234
Kestra Private Wealth Services
Texas
$25.8M 274,028 +33,991 +14%
MCM
235
MV Capital Management
Maryland
$25.8M 273,844 +273,088 +36,123%
BFG
236
Bouchey Financial Group
New York
$25.7M 273,471 -20,293 -7%
TCM
237
Towercrest Capital Management
Pennsylvania
$25.7M 273,424 +8,618 +3%
RWM
238
Ritholtz Wealth Management
New York
$25.4M 270,467 +262,520 +3,303%
GFG
239
Greystone Financial Group
Michigan
$25.3M 269,234 -34,988 -12%
PWM
240
Prentice Wealth Management
New York
$25.2M 267,951 +86,481 +48%
DWA
241
Divergent Wealth Advisors
Utah
$24.9M 264,881 +14,173 +6%
SPP
242
Single Point Partners
Massachusetts
$24.2M 257,182 +257,182 New
CFGS
243
Concourse Financial Group Securities
Alabama
$24M 254,984 +1,231 +0.5%
ICMARC
244
International City Management Association Retirement Corp
District of Columbia
$23.9M 253,800 – –
ASW
245
Astoria Strategic Wealth
Texas
$23.8M 253,432 +1,139 +0.5%
ACI
246
Alpha Cubed Investments
California
$23.7M 252,173 -16,347 -6%
VAS
247
Vestmark Advisory Solutions
Massachusetts
$23.7M 251,536 +14,498 +6%
PP
248
Passaic Partners
New Jersey
$23.4M 248,740 -14,242 -5%
BF
249
BOK Financial
Oklahoma
$23.4M 253,250 -20,773 -8%
SWM
250
Shakespeare Wealth Management
Wisconsin
$23M 244,076 +4,884 +2%
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