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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 %
HI
251
Hudock Inc
Pennsylvania
$22.9M 243,165 +86,724 +55%
EBT
252
Enterprise Bank & Trust
Massachusetts
$22.8M 242,558 +3,543 +1%
FSC
253
Full Sail Capital
Oklahoma
$22.1M 235,332 +25,569 +12%
GGS
254
Galvin Gaustad & Stein
Arizona
$22.1M 234,640 +15,156 +7%
KOC
255
Koss-Olinger Consulting
Florida
$22M 234,196 -442,719 -65%
GA
256
Geller Advisors
New York
$22M 234,164 +234,164 New
TA
257
Tectonic Advisors
Texas
$22M 234,046 +24,421 +12%
MAM
258
Madison Asset Management
Wisconsin
$22M 233,665 -4,272 -2%
AWA
259
Archvest Wealth Advisors
California
$21.8M 231,649 +33,653 +17%
GVAG
260
Great Valley Advisor Group
Delaware
$21.8M 231,429 +18,609 +9%
SWP
261
Summit Wealth Partners
Florida
$21.4M 227,299 +12,191 +6%
RFC
262
Regions Financial Corp
Alabama
$21.1M 224,894 -16,179 -7%
CBT
263
Central Bank & Trust
Kentucky
$21.1M 224,155 +1,544 +0.7%
WANY
264
Wealthspire Advisors (New York)
New York
$20.9M 221,960 -11,635 -5%
AWM
265
Abound Wealth Management
Tennessee
$20.8M 221,014 +20,279 +10%
QFA
266
Quattro Financial Advisors
Texas
$20.6M 218,900 -21,164 -9%
Principal Financial Group
267
Principal Financial Group
Iowa
$20.5M 217,775 +66,275 +44%
CB
268
Commerce Bank
Missouri
$20.4M 216,509 +108,669 +101%
SFG
269
Snider Financial Group
Washington
$20.3M 216,311 -1,781 -0.8%
FBT
270
First Bank & Trust
South Dakota
$20.3M 216,250 – –
MTC
271
Matrix Trust Company
Colorado
$20.3M 215,444 +8,374 +4%
HWA
272
Heartwood Wealth Advisors
Virginia
$20.1M 214,171 +3,004 +1%
TW
273
Transform Wealth
Colorado
$20M 213,091 +9,793 +5%
PA
274
Parkside Advisors
California
$20M 212,392 +15,912 +8%
PWM
275
Perigon Wealth Management
California
$19.9M 211,747 +26,043 +14%
9 10
11
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