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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 %
GBWM
51
Granite Bay Wealth Management
New Hampshire
$200M 2,073,213 +2,073,213 New
BTI
52
Blue Trust Inc
Georgia
$199M 2,028,724 +13,745 +0.7%
AllianceBernstein
53
AllianceBernstein
Tennessee
$197M 2,091,151 +66,835 +3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$194M 2,065,075 +145,270 +8%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$183M 1,943,703 +45,456 +2%
SFA
56
Sequoia Financial Advisors
Ohio
$181M 1,921,654 +53,557 +3%
CAN
57
Cetera Advisor Networks
California
$169M 1,794,971 +897,471 +100%
GH
58
Geisinger Health
Pennsylvania
$164M 1,739,557 +14,006 +0.8%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$162M 1,727,877 -214,306 -11%
AWM
60
Axxcess Wealth Management
California
$146M 1,553,047 +1,467,344 +1,712%
HighTower Advisors
61
HighTower Advisors
Illinois
$146M 1,549,256 +685,565 +79%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$143M 1,543,200 +30,500 +2%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$139M 1,476,858 +75,426 +5%
CAAS
64
Capital Asset Advisory Services
Michigan
$139M 1,473,186 +48,287 +3%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$133M 1,413,455 – –
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$133M 1,409,269 +889,823 +171%
MCCA
67
Mill Creek Capital Advisors
Pennsylvania
$131M 1,397,790 +62,084 +5%
VIA
68
Vantagepoint Investment Advisers
District of Columbia
$131M 1,395,872 – –
JHCM
69
Juniper Hill Capital Management
California
$130M 1,385,195 – –
HSBC Holdings
70
HSBC Holdings
United Kingdom
$127M 1,350,994 +24,057 +2%
EEP
71
Edgehill Endowment Partners
Connecticut
$127M 1,346,317 -25,072 -2%
DCM
72
Disciplina Capital Management
Tennessee
$125M 1,330,091 -148,466 -10%
CWM
73
Cahaba Wealth Management
Georgia
$122M 1,302,294 +15,977 +1%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$117M 1,241,563 +31,760 +3%
DWM
75
Destination Wealth Management
California
$117M 1,240,154 +54,184 +5%
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