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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 %
WWM
1576
Wagner Wealth Management
South Carolina
$9.87K 105 -2 -2%
SOW
1577
State of Wyoming
Wyoming
$9.4K 100 – –
TWM
1578
Tradition Wealth Management
Minnesota
$9K 101 +26 +35%
IRAG
1579
Investment Research & Advisory Group
Georgia
$7.43K 79 – –
HI
1580
Hoey Investments
Pennsylvania
$6.77K 72 – –
VNA
1581
Valley National Advisers
Pennsylvania
$6K 59 – –
VCM
1582
Versant Capital Management
Arizona
$5.55K 59 – –
GWSA
1583
Global Wealth Strategies & Associates
Colorado
$5.27K 56 – –
TAM
1584
Townsend Asset Management
North Carolina
$4.89K 52 – –
NEAM
1585
New England Asset Management
Connecticut
$4.7K 50 +50 New
SWA
1586
Sutton Wealth Advisors
Florida
$4.58K 49 +1 +2%
HFM
1587
Hartford Financial Management
Connecticut
$4.14K 44 +44 New
CMP
1588
Coston McIsaac & Partners
Maine
$4K 45 – –
SL
1589
Salomon & Ludwin
Virginia
$3.95K 42 +42 New
CI
1590
Cordant Inc
Oregon
$3.86K 41 +41 New
IFAM
1591
Institutional & Family Asset Management
Colorado
$3.53K 38 +1 +3%
FIM
1592
FWL Investment Management
Texas
$3.01K 32 +32 New
SFA
1593
Semmax Financial Advisors
North Carolina
$2.64K 28 +28 New
GIA
1594
Goodwin Investment Advisory
Georgia
$2.63K 28 -133 -83%
FRA
1595
Front Row Advisors
California
$2.54K 27 – –
CCM
1596
Chilton Capital Management
Texas
$1.6K 17 – –
DJSG
1597
D.J. St. Germain
Massachusetts
$1.6K 17 – –
PWMG
1598
Prestige Wealth Management Group
New Jersey
$1.32K 14 – –
WWM
1599
Wolff Wiese Magana
California
$941 10 – –
CWA
1600
Carolina Wealth Advisors
South Carolina
$846 9 -39 -81%
62 63
64
65 66