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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 %
HTC
1626
Haverford Trust Company
Pennsylvania
– – -30,041 Closed
SI
1627
Saxon Interests
Texas
– – -27,250 Closed
RL
1628
Retireful LLC
Michigan
– – -25,368 Closed
CWA
1629
Clearview Wealth Advisors
Oregon
– – -23,582 Closed
RWM
1630
Revisor Wealth Management
Ohio
– – -21,036 Closed
OPWM
1631
Oxinas Partners Wealth Management
Indiana
– – -20,761 Closed
RCM
1632
Rivernorth Capital Management
Florida
– – -11,000 Closed
FCP
1633
Fidelis Capital Partners
Florida
– – -10,974 Closed
FLA
1634
Financial Life Advisors
Texas
– – -10,848 Closed
GSC
1635
Ground Swell Capital
South Carolina
– – -10,765 Closed
NWM
1636
NEIRG Wealth Management
Massachusetts
– – -10,655 Closed
ICG
1637
InterOcean Capital Group
Tennessee
– – -10,279 Closed
ASFA
1638
All Season Financial Advisors
Colorado
– – -9,625 Closed
Verition Fund Management
1639
Verition Fund Management
Connecticut
– – -9,465 Closed
VFPI
1640
Vantage Financial Partners (Illinois)
Illinois
– – -8,607 Closed
AWM
1641
Angeles Wealth Management
California
– – -7,090 Closed
BMD
1642
Better Money Decisions
New Mexico
– – -7,082 Closed
TFO
1643
Tarbox Family Office
California
– – -6,572 Closed
CA
1644
Calton & Associates
Florida
– – -6,480 Closed
VAF
1645
Values Added Financial
District of Columbia
– – -6,100 Closed
GS
1646
GTS Securities
New York
– – -5,917 Closed
SF
1647
Symphony Financial
Texas
– – -5,829 Closed
MLA
1648
My Legacy Advisors
Oregon
– – -5,692 Closed
MCI
1649
MRP Capital Investments
Georgia
– – -5,440 Closed
PWS
1650
Peterson Wealth Services
Utah
– – -5,049 Closed
64 65
66
67 68