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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 %
FCAS
1601
First Command Advisory Services
Texas
$564 6 +6 New
LAS
1602
LWM Advisory Services
Florida
$486 5 +5 New
AIA
1603
Armor Investment Advisors
North Carolina
$282 3 – –
IHWM
1604
Iron Horse Wealth Management
Iowa
$231 2 – –
FA
1605
Faithward Advisors
Pennsylvania
$75 1 -1,598 -100%
TAIM
1606
TD Ameritrade Investment Management
Nebraska
– – -15,193,021 Closed
NL
1607
NEPC LLC
Massachusetts
– – -2,483,505 Closed
OPAM
1608
Ocean Park Asset Management
California
– – -2,422,865 Closed
OWM
1609
Orgel Wealth Management
Wisconsin
– – -1,237,818 Closed
SMM
1610
Stadion Money Management
Georgia
– – -552,151 Closed
MGB
1611
Mass General Brigham
Massachusetts
– – -328,893 Closed
PL
1612
Protective Life
Alabama
– – -294,890 Closed
LFA
1613
Legacy Financial Advisors
Kentucky
– – -292,722 Closed
SSA
1614
Schonfeld Strategic Advisors
New York
– – -144,589 Closed
RA
1615
Ruggaard & Associates
Ohio
– – -108,971 Closed
OBWP
1616
O'Brien Wealth Partners
Massachusetts
– – -95,794 Closed
CS
1617
Credit Suisse
Switzerland
– – -89,177 Closed
FPCG
1618
Forum Private Client Group
Indiana
– – -78,479 Closed
TWM
1619
Tanglewood Wealth Management
Texas
– – -74,803 Closed
SAM
1620
Sompo Asset Management
Japan
– – -63,472 Closed
AWAP
1621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– – -60,894 Closed
Millennium Management
1622
Millennium Management
New York
– – -58,456 Closed
HW
1623
Hamilton Wealth
California
– – -55,661 Closed
MC
1624
Minot Capital
Colorado
– – -42,500 Closed
SHFP
1625
Second Half Financial Partners
Florida
– – -36,533 Closed
63 64
65
66 67