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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 %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$587M 6,243,014 +979,881 +19%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$564M 6,001,128 -4,452,159 -43%
COPPSERS
28
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$559M 5,940,191 +743,200 +14%
Members Trust
29
Members Trust
Florida
$547M 5,810,882 +722,012 +14%
Truist Financial
30
Truist Financial
North Carolina
$521M 5,542,277 -121,930 -2%
Stifel Financial
31
Stifel Financial
Missouri
$500M 5,319,662 +68,720 +1%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$497M 5,287,973 -68,765 -1%
Osaic Holdings
33
Osaic Holdings
Arizona
$482M 5,120,362 +1,327,389 +35%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$446M 4,744,951 -329,842 -6%
Mariner
35
Mariner
Kansas
$445M 4,736,397 +397,211 +9%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$430M 4,567,903 +299,320 +7%
Prudential Financial
37
Prudential Financial
New Jersey
$421M 4,471,614 -965,836 -18%
PEGL
38
P/E Global LLC
Massachusetts
$358M 3,807,723 +51,767 +1%
DADC
39
D.A. Davidson & Co
Montana
$323M 3,436,602 +105,011 +3%
AAS
40
Avantax Advisory Services
Texas
$318M 3,380,376 +960,301 +40%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$300M 3,194,524 +324,212 +11%
SMFG
42
Sumitomo Mitsui Financial Group
Japan
$292M 3,103,119 +47,106 +2%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$280M 2,973,140 +136,786 +5%
Citigroup
44
Citigroup
New York
$261M 2,780,468 +139,432 +5%
SWM
45
SigFig Wealth Management
California
$256M 2,720,899 +75,184 +3%
BL
46
Balentine LLC
Georgia
$226M 2,400,252 +66,457 +3%
FA
47
Fiducient Advisors
Illinois
$221M 2,352,706 +2,300,258 +4,386%
SDIC
48
South Dakota Investment Council
South Dakota
$220M 2,344,500 – –
SAG
49
SageView Advisory Group
California
$220M 2,343,698 +209,931 +10%
FMI
50
Factory Mutual Insurance
Massachusetts
$204M 2,165,376 +1,284,400 +146%
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