AGG icon

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 %
EWM
1676
Executive Wealth Management
Michigan
– – -2,786 Closed
MFS
1677
McNamara Financial Services
Massachusetts
– – -2,778 Closed
CWM
1678
Core Wealth Management
Florida
– – -2,716 Closed
3LCM
1679
3D/L Capital Management
Connecticut
– – -2,601 Closed
CCA
1680
Cadent Capital Advisors
Oklahoma
– – -2,575 Closed
HCA
1681
Horan Capital Advisors
Ohio
– – -2,443 Closed
HIS
1682
Harvest Investment Services
Illinois
– – -2,348 Closed
CCA
1683
Checchi Capital Advisers
California
– – -2,284 Closed
GP
1684
Girard Partners
Pennsylvania
– – -2,254 Closed
Tudor Investment Corp
1685
Tudor Investment Corp
Connecticut
– – -2,205 Closed
OAP
1686
One Advisory Partners
Kansas
– – -2,195 Closed
TRIA
1687
Trail Ridge Investment Advisors
Colorado
– – -2,193 Closed
HFA
1688
High Falls Advisors
New York
– – -2,170 Closed
Jane Street
1689
Jane Street
New York
– – -2,170 Closed
AWP
1690
Atlas Wealth Partners
Pennsylvania
– – -2,141 Closed
PCP
1691
Proficio Capital Partners
Massachusetts
– – -2,128 Closed
DWP
1692
Destiny Wealth Partners
Florida
– – -2,103 Closed
SRC
1693
Shufro Rose & Co
New York
– – -2,090 Closed
ODG
1694
O'Dell Group
Ohio
– – -2,085 Closed
WJA
1695
Willis Johnson & Associates
Texas
– – -2,077 Closed
BFG
1696
Baron Financial Group
New Jersey
– – -2,055 Closed
WCFA
1697
Walkner Condon Financial Advisors
Wisconsin
– – -2,044 Closed
HWA
1698
HCR Wealth Advisors
California
– – -2,044 Closed
RI
1699
Ridgewood Investments
New Jersey
– – -1,743 Closed
DI
1700
Disciplined Investments
Oklahoma
– – -1,647 Closed
65 66 67
68
69