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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 %
MCWS
101
McKinley Carter Wealth Services
West Virginia
$81.1M 861,932 -241 -0%
KeyBank National Association
102
KeyBank National Association
Ohio
$78.6M 836,127 -50,364 -6%
OC
103
Oakworth Capital
Alabama
$78.2M 831,847 -67,666 -8%
B
104
Barings
North Carolina
$77.6M 825,014 +28,418 +4%
Fisher Asset Management
105
Fisher Asset Management
Washington
$76.5M 813,153 -27,583 -3%
BPA
106
Beacon Pointe Advisors
California
$76.2M 810,736 +152,795 +23%
NA
107
NewEdge Advisors
Louisiana
$72.4M 769,828 +46,129 +6%
R
108
Rebalance
California
$72M 765,812 +19,336 +3%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$70.5M 749,536 +6,351 +0.9%
AF
110
Alerus Financial
North Dakota
$69.9M 743,125 +46,953 +7%
ZIM
111
Zacks Investment Management
Illinois
$69.3M 736,896 +2,518 +0.3%
EWA
112
EP Wealth Advisors
California
$69M 733,887 +416,380 +131%
CTB
113
Country Trust Bank
Illinois
$66.8M 710,752 +10,447 +1%
OPS
114
Orion Portfolio Solutions
Nebraska
$65M 691,003 +63,884 +10%
BCI
115
Brinker Capital Investments
Pennsylvania
$65M 691,003 +63,884 +10%
BAM
116
Brave Asset Management
New Jersey
$64.3M 683,608 -12,788 -2%
BWM
117
Baystate Wealth Management
Massachusetts
$64M 680,610 +193,252 +40%
KWM
118
Kingsview Wealth Management
Oregon
$64M 680,046 +165,409 +32%
CWM
119
Campbell Wealth Management
Virginia
$63.8M 678,150 +717 +0.1%
EA
120
Efficient Advisors
Ohio
$60.9M 648,118 -28,363 -4%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$60.4M 642,081 +156,756 +32%
CA
122
Cambridge Associates
Massachusetts
$60.2M 640,373 +175,518 +38%
ZB
123
Zions Bancorporation
Utah
$59.6M 633,244 -12,004 -2%
TC
124
Trust Company
Kansas
$59.4M 632,021 +128,875 +26%
Franklin Resources
125
Franklin Resources
California
$57.8M 614,839 -76,461 -11%
3 4
5
6 7