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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 %
CWP
1451
Concord Wealth Partners
Virginia
$133K 1,419 +2 +0.1%
NFSG
1452
Newbridge Financial Services Group
Florida
$131K 1,395 +546 +64%
Loomis, Sayles & Company
1453
Loomis, Sayles & Company
Massachusetts
$128K 1,356 -1,910 -58%
CPG
1454
Cornerstone Planning Group
New Jersey
$126K 1,343 -917 -41%
LOIP
1455
Live Oak Investment Partners
Texas
– – – –
SSB
1456
Sandy Spring Bank
Maryland
$123K 1,311 -46 -3%
GJIA
1457
Glass Jacobson Investment Advisors
Maryland
$122K 1,300 -2,518 -66%
PA
1458
PSI Advisors
Florida
$122K 1,294 +80 +7%
AFS
1459
Annapolis Financial Services
Maryland
$120K 1,275 +1 +0.1%
IBOK
1460
Independence Bank of Kentucky
Kentucky
$115K 1,226 – –
CIA
1461
Cape Investment Advisory
Georgia
$114K 1,210 +124 +11%
BCA
1462
Bray Capital Advisors
Florida
$113K 1,200 – –
RCM
1463
Rain Capital Management
Oregon
$112K 1,192 +9 +0.8%
SWM
1464
Sugarloaf Wealth Management
Georgia
$112K 1,189 – –
LWCFA
1465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K 1,172 +404 +53%
WCM
1466
Wunderlich Capital Managemnt
Tennessee
$106K 1,130 – –
GWM
1467
Grand Wealth Management
Michigan
$104K 1,106 -1,924 -63%
BCV
1468
Banque Cantonale Vaudoise
Switzerland
$103K 1,100 – –
CA
1469
Centerpoint Advisors
Massachusetts
$102K 1,085 – –
CSC
1470
Caldwell Sutter Capital
California
$98.7K 1,050 +150 +17%
RBC
1471
Roble Belko & Company
Pennsylvania
$98K 1,040 +6 +0.6%
BLC
1472
Brown, Lisle/Cummings
Rhode Island
$97.1K 1,033 – –
WWP
1473
WR Wealth Planners
Missouri
$96.5K 1,026 +98 +11%
DFA
1474
DHJJ Financial Advisors
Illinois
$95.6K 1,016 +1,016 New
FPFS
1475
First Personal Financial Services
North Carolina
$95.4K 1,014 – –
57 58
59
60 61