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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 %
SP
76
Stairway Partners
Illinois
$112M 1,192,314 -522,720 -30%
MSA
77
Mason Street Advisors
Wisconsin
$111M 1,180,500 +211,100 +22%
CST
78
Charles Schwab Trust
Nevada
$109M 1,159,354 -52,509 -4%
UCFA
79
United Capital Financial Advisors
Texas
$107M 1,136,590 -539,010 -32%
STA
80
Summit Trail Advisors
New York
$103M 1,091,991 +262,694 +32%
RA
81
Rational Advisors
New York
$102M 1,088,520 -44,273 -4%
Corient Private Wealth
82
Corient Private Wealth
Florida
$101M 961,717 +457,729 +91%
Lido Advisors
83
Lido Advisors
California
$99.1M 1,053,798 -74,693 -7%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.7M 1,049,836 -574,938 -35%
PCIA
85
Prime Capital Investment Advisors
Kansas
$97.9M 1,041,564 +296,203 +40%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$94M 979,661 +41,474 +4%
Sumitomo Mitsui Trust Group
87
Sumitomo Mitsui Trust Group
Japan
$93.3M 992,594 – –
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$92.7M 984,464 -218,184 -18%
AssetMark Inc
89
AssetMark Inc
California
$91.5M 973,344 -230,025 -19%
COCM
90
Charter Oak Capital Management
New Hampshire
$89.1M 947,176 +234,197 +33%
GLLW
91
Graves Light Lenhart Wealth
Virginia
$89M 959,945 +491,017 +105%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$88.9M 945,662 +242,347 +34%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$88.8M 944,431 +331,676 +54%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$87.7M 932,727 +276,990 +42%
CCWA
95
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$87.1M 926,215 +10,619 +1%
Cerity Partners
96
Cerity Partners
New York
$86.9M 923,668 +328,263 +55%
MML Investors Services
97
MML Investors Services
Massachusetts
$84.4M 897,481 -109,647 -11%
SC
98
Syon Capital
California
$83.5M 888,376 +888,376 New
RCG
99
Rock Creek Group
District of Columbia
$82.9M 885,186 +401,912 +83%
SCP
100
Stamos Capital Partners
California
$82.2M 873,760 +133,650 +18%
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4
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