AGG icon

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 %
HSG
1426
Helen Stephens Group
Texas
$201K 2,136 -85 -4%
MSWMA
1427
Market Street Wealth Management Advisors
Indiana
$201K 2,132 -11,847 -85%
BSB
1428
Bangor Savings Bank
Maine
$193K 2,052 -300 -13%
OFG
1429
Oxford Financial Group
Indiana
$191K 2,032 -573 -22%
TCOV
1430
Trust Company of Vermont
Vermont
$191K 2,027 +866 +75%
CHC
1431
City Holding Co
West Virginia
$189K 2,007 +320 +19%
WBC
1432
West Branch Capital
Massachusetts
$189K 2,005 +45 +2%
JGCM
1433
Joseph Group Capital Management
Ohio
$187K 1,986 -186 -9%
CPA
1434
Cardiff Park Advisors
California
$186K 1,979 +137 +7%
HBW
1435
Hazlett, Burt & Watson
West Virginia
$186K 1,979 -411 -17%
TFA
1436
Toth Financial Advisory
Virginia
$185K 1,963 +23 +1%
MFC
1437
Morris Financial Concepts
South Carolina
$180K 1,909 +23 +1%
PP
1438
PrairieView Partners
Minnesota
$174K 1,857 -409 -18%
HBT
1439
Hills Bank & Trust
Iowa
$174K 1,850 +1,850 New
RDFA
1440
Ritter Daniher Financial Advisory
Ohio
$174K 1,846 +566 +44%
AWA
1441
Artemis Wealth Advisors
New York
$162K 454 +452 +22,600%
KFI
1442
Key Financial Inc
Pennsylvania
$158K 1,677 +153 +10%
DSC
1443
Duncker Streett & Co
Missouri
$156K 1,660 – –
SS
1444
Sunbelt Securities
Texas
$151K 1,609 -51 -3%
WOSD
1445
WFA of San Diego
California
$150K 1,596 – –
CHA
1446
Carmichael Hill & Associates
Maryland
$150K 1,592 -137 -8%
CSWM
1447
Cassady Schiller Wealth Management
Ohio
$149K 1,585 +224 +16%
AIC
1448
Archer Investment Corporation
Indiana
$146K 1,554 -3 -0.2%
SWPG
1449
Strategic Wealth Partners Group
Illinois
$145K 1,547 – –
NIC
1450
Northwest Investment Counselors
Oregon
$145K 1,541 +3 +0.2%
56 57
58
59 60