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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 %
CAG
276
Crestwood Advisors Group
Massachusetts
$19.9M 211,667 +5,222 +3%
BFG
277
Berger Financial Group
Minnesota
$19.6M 208,825 +6,441 +3%
FHC
278
Fort Henry Capital
West Virginia
$19.5M 207,865 -4,744 -2%
CWM
279
Calamos Wealth Management
Illinois
$19.4M 206,477 -130,403 -39%
NYLIM
280
New York Life Investment Management
New York
$19.4M 206,375 +9,122 +5%
HW
281
Hancock Whitney
Mississippi
$19.4M 206,292 -2,599 -1%
NRI
282
NFP Retirement Inc
California
$19.2M 204,114 -27,925 -12%
AWM
283
Apollon Wealth Management
South Carolina
$18.9M 200,463 +54,158 +37%
SWA
284
Stratos Wealth Advisors
Ohio
$18.8M 199,992 +25,524 +15%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$18.6M 198,311 -26,888 -12%
RCP
286
Rothschild Capital Partners
New York
$18.6M 197,646 -8,590 -4%
VWA
287
Visionary Wealth Advisors
Illinois
$18.6M 197,583 -10,568 -5%
BC
288
Bowman & Company
Wisconsin
$18.5M 196,521 +37,655 +24%
KAS
289
Kestra Advisory Services
Texas
$18.2M 193,980 -55,345 -22%
TWM
290
Tanager Wealth Management
United Kingdom
$18.1M 192,271 +92,535 +93%
VA
291
Valmark Advisers
Ohio
$18.1M 192,118 +3,191 +2%
CWP
292
Corepath Wealth Partners
Arizona
$18M 191,888 +8,600 +5%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$18M 191,006 -492,388 -72%
PFS
294
Prospera Financial Services
Texas
$17.7M 188,416 -2,321 -1%
WP
295
WealthSpring Partners
California
$17.7M 187,751 +3,184 +2%
RSWM
296
Robertson Stephens Wealth Management
California
$17.6M 186,967 +36,165 +24%
CA
297
Cetera Advisors
Colorado
$17.4M 184,564 -10,959 -6%
SFC
298
SYM Financial Corp
Indiana
$17.1M 181,782 -55 -0%
AG
299
Ascent Group
Virginia
$17M 181,684 +15,078 +9%
EWA
300
Exencial Wealth Advisors
Oklahoma
$17M 180,621 -5,494 -3%
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