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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 %
TCPWM
176
Traverso Chambers Private Wealth Management
California
$38.1M 404,763 +174,700 +76%
FPCP
177
Fort Point Capital Partners
California
$37.6M 400,127 +18,478 +5%
Boston Partners
178
Boston Partners
Massachusetts
– – – –
SEM
179
Strategic Equity Management
Arizona
$36.4M 387,128 +6,069 +2%
AWS
180
Atria Wealth Solutions
New York
$36.3M 385,943 +43,284 +13%
HCM
181
Howard Capital Management
Georgia
$36.2M 384,654 +8,350 +2%
AF
182
Allworth Financial
California
$36.2M 384,501 +26,126 +7%
FBB
183
Fulton Breakefield Broenniman
Maryland
$36M 382,910 +20,886 +6%
ANB
184
Amarillo National Bank
Texas
$36M 382,904 -34,986 -8%
CG
185
Colony Group
Massachusetts
$35.8M 380,391 -10,404 -3%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$35.7M 379,989 -12,881 -3%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$35.6M 378,407 +378,407 New
BC
188
Bricktown Capital
Michigan
$35.4M 376,150 – –
TCM
189
TD Capital Management
Tennessee
$35.4M 375,962 -33,404 -8%
EPP
190
ETF Portfolio Partners
Kansas
$35.2M 374,407 +31,186 +9%
SWM
191
Spire Wealth Management
Virginia
$34.5M 366,635 -8,215 -2%
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$34.4M 365,525 +85,684 +31%
CWG
193
Cornerstone Wealth Group
North Carolina
$34.3M 364,334 +12,043 +3%
EGWAG
194
Elwood & Goetz Wealth Advisory Group
Georgia
$34.2M 363,173 -45,005 -11%
MMA
195
Miracle Mile Advisors
California
$33.9M 360,697 +6,563 +2%
SHWM
196
Smith & Howard Wealth Management
Georgia
$33.8M 359,890 +55,801 +18%
BA
197
Bristlecone Advisors
Washington
$33.4M 355,085 +1,319 +0.4%
New York State Common Retirement Fund
198
New York State Common Retirement Fund
New York
$33.1M 352,463 +255,323 +263%
CIA
199
Choate Investment Advisors
Massachusetts
$33M 351,386 +9,219 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.9M 350,000 – –
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