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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 %
BWM
1651
Bulltick Wealth Management
Florida
– – -4,880 Closed
Squarepoint
1652
Squarepoint
New York
– – -4,671 Closed
MAM
1653
Milestone Asset Management
Pennsylvania
– – -4,589 Closed
FI
1654
Financial Insights
Washington
– – -4,511 Closed
CL
1655
Cabana LLC
Arkansas
– – -4,468 Closed
MAM
1656
McLean Asset Management
Virginia
– – -4,364 Closed
DBRC
1657
D.B. Root & Company
Pennsylvania
– – -4,080 Closed
WIA
1658
Westbourne Investment Advisors
Maryland
– – -4,017 Closed
EAMA
1659
EFG Asset Management (Americas)
Florida
– – -3,957 Closed
SPWG
1660
Syntegra Private Wealth Group
Missouri
– – -3,945 Closed
SLWA
1661
San Luis Wealth Advisors
California
– – -3,939 Closed
BWM
1662
Brown Wealth Management
Illinois
– – -3,924 Closed
SEA
1663
Stegent Equity Advisors
Texas
– – -3,837 Closed
OWA
1664
One Wealth Advisors
California
– – -3,541 Closed
RPWA
1665
Regent Peak Wealth Advisors
Georgia
– – -3,397 Closed
ATI
1666
Act Two Investors
California
– – -3,384 Closed
CCG
1667
Coastwise Capital Group
California
– – -3,363 Closed
V
1668
Veritable
Delaware
– – -3,361 Closed
VVP
1669
Venture Visionary Partners
Ohio
– – -3,340 Closed
SSWM
1670
Smith Salley Wealth Management
North Carolina
– – -3,137 Closed
NAS
1671
Nicolet Advisory Services
Wisconsin
– – -3,074 Closed
EW
1672
Enzi Wealth
Texas
– – -2,995 Closed
TI
1673
Trexquant Investment
Connecticut
– – -2,933 Closed
HT
1674
Headlands Technologies
Illinois
– – -2,923 Closed
SFG
1675
SNS Financial Group
Minnesota
– – -2,874 Closed
65 66
67
68 69