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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 %
M&T Bank
126
M&T Bank
New York
$57.1M 607,643 +12,477 +2%
SGI
127
Summit Global Investments
Utah
$56.6M 601,566 -64,105 -10%
IGAM
128
iA Global Asset Management
Quebec, Canada
$56.5M 601,227 -221,224 -27%
FWI
129
Facet Wealth Inc
Maryland
$56M 606,832 +593,140 +4,332%
TA
130
TruWealth Advisors
Louisiana
$54.1M 574,884 -40,270 -7%
AWM
131
AE Wealth Management
Kansas
$54M 573,940 +54,472 +10%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$53.9M 572,764 +278,746 +95%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$53.6M 569,600 +92,495 +19%
SHGA
134
Sand Hill Global Advisors
California
$53.2M 565,376 +46,527 +9%
WB
135
WesBanco Bank
West Virginia
$52.9M 562,510 +83,817 +18%
Victory Capital Management
136
Victory Capital Management
Texas
$52.8M 561,410 +51,485 +10%
FMC
137
First Merchants Corp
Indiana
$51.7M 550,064 +1,233 +0.2%
PWA
138
Provenance Wealth Advisors
Florida
$51.5M 547,551 +547,551 New
TCM
139
Twele Capital Management
Minnesota
$51M 542,646 -2,148 -0.4%
TOTSC
140
Trustees of the Smith College
Massachusetts
$50.5M 537,281 -59,487 -10%
Comerica Bank
141
Comerica Bank
Texas
$50.4M 536,306 +536,306 New
BCM
142
Brookstone Capital Management
Illinois
$49.4M 539,371 -32,232 -6%
SG Americas Securities
143
SG Americas Securities
New York
$49M 521,325 +518,103 +16,080%
FCH
144
Freestone Capital Holdings
Washington
$48.9M 519,828 +33,876 +7%
SPIA
145
Steward Partners Investment Advisory
New York
$48.9M 519,637 +35,442 +7%
CFG
146
Compton Financial Group
Maryland
$48.6M 516,383 -22,407 -4%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$47.9M 509,582 -91,794 -15%
TNBTD
148
Trustmark National Bank Trust Department
Mississippi
$47.1M 501,164 +24,615 +5%
MWP
149
Meridian Wealth Partners
Pennsylvania
$46.5M 494,811 +41,335 +9%
PP
150
PDS Planning
Ohio
$45.7M 486,210 +22,374 +5%
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