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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 %
COI
301
Connable Office Inc
Michigan
$16.7M 177,413 +2,103 +1%
AFAS
302
Acorn Financial Advisory Services
Virginia
$16.5M 174,972 +17,026 +11%
SPC
303
Sigma Planning Corp
Michigan
$16.3M 173,588 -388 -0.2%
MW
304
MBL Wealth
North Carolina
$16.2M 172,248 +34,063 +25%
HCM
305
Hudson Capital Management
New Jersey
$16.2M 171,931 +28,179 +20%
CRG
306
Cornerstone Retirement Group
Nevada
$16.1M 171,607 +167,752 +4,352%
MSFS
307
Main Street Financial Solutions
Pennsylvania
$16.1M 171,549 +2,080 +1%
ASN
308
Advisory Services Network
Georgia
$16.1M 171,012 +11,395 +7%
MA
309
Mutual Advisors
Nebraska
$15.8M 167,869 -103,770 -38%
LL
310
LPWM LLC
Minnesota
$15.7M 169,019 -8,519 -5%
LFS
311
Lutz Financial Services
Nebraska
$15.7M 166,974 -17,360 -9%
PFA
312
Pure Financial Advisors
California
$15.7M 166,731 +49,020 +42%
WT
313
Washington Trust
Rhode Island
$15.5M 164,813 -1,850 -1%
FTA
314
Financial & Tax Architects
Missouri
$15.5M 164,660 +10,903 +7%
FA
315
Fermata Advisors
California
$15.3M 162,695 +160,026 +5,996%
PCA
316
Peddock Capital Advisors
Massachusetts
$15.2M 161,454 +5,987 +4%
FTS
317
Fifth Third Securities
Ohio
$15M 159,961 +17,190 +12%
LWM
318
Ledge Wealth Management
Minnesota
$15M 159,873 +3,580 +2%
HP
319
Hilltop Partners
Indiana
$15M 159,640 +23,358 +17%
SA
320
Sunesis Advisors
Kansas
$14.9M 158,884 +158,884 New
WI
321
WrapManager Inc
California
$14.8M 157,282 -650 -0.4%
RW
322
Regimen Wealth
Georgia
$14.6M 155,552 +17,713 +13%
SFS
323
Sowell Financial Services
Arkansas
$14.6M 155,207 +13,065 +9%
JJBC
324
James J. Burns & Company
New York
$14.6M 154,944 -920 -0.6%
BA
325
Ballast Advisors
Minnesota
$14.5M 154,468 -243 -0.2%
11 12
13
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