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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 %
CHP
151
Cable Hill Partners
Oregon
$45.6M 484,652 +33,442 +7%
MWM
152
MTC Wealth Management
Florida
$45.2M 480,642 +95,876 +25%
AFC
153
Adaptive Financial Consulting
Ohio
$44.8M 476,875 +62,423 +15%
RJT
154
Raymond James Trust
Florida
$44.3M 471,486 +28,452 +6%
SOMRS
155
State of Michigan Retirement System
Michigan
$44M 467,500 – –
LS
156
Liquid Strategies
Georgia
$43.7M 468,841 -38,956 -8%
BHWM
157
Bar Harbor Wealth Management
New Hampshire
$43.4M 461,856 +12,411 +3%
PWA
158
Phoenix Wealth Advisors
North Carolina
$43.2M 459,856 +9,883 +2%
PFM
159
Phillips Financial Management
Indiana
$43M 457,373 -7,852 -2%
JWA
160
JFS Wealth Advisors
Pennsylvania
$42.6M 452,644 -84,826 -16%
FBFS
161
First Business Financial Services
Wisconsin
$42.3M 449,896 -8,186 -2%
FFN
162
Focus Financial Network
Minnesota
$41.9M 445,607 -60,538 -12%
BBA
163
BLB&B Advisors
Pennsylvania
$41.9M 445,604 +156,562 +54%
LPT
164
Legacy Private Trust
Wisconsin
$41.4M 440,563 +43,171 +11%
VC
165
Vicus Capital
Pennsylvania
$41.3M 439,389 +7,079 +2%
AIP
166
Ameritas Investment Partners
Nebraska
$41.2M 438,146 -16,310 -4%
FHA
167
First Horizon Advisors
Tennessee
$41.1M 436,597 +24,012 +6%
AI
168
Accredited Investors
Minnesota
$40.8M 434,352 +344,998 +386%
MIM
169
MetLife Investment Management
New Jersey
$40.8M 433,900 -4,100 -0.9%
SB
170
Sunflower Bank
Texas
$40M 425,516 -4,856 -1%
RhumbLine Advisers
171
RhumbLine Advisers
Massachusetts
$39.8M 423,651 -108,569 -20%
HFS
172
Hantz Financial Services
Michigan
$39.8M 423,508 +15,710 +4%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$39.4M 418,451 +18,683 +5%
BC
174
Bartlett & Co
Ohio
$39.4M 418,451 +18,683 +5%
PAS
175
Park Avenue Securities
New York
$39M 415,034 +58,348 +16%
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