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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 %
SIS
201
Strategic Investment Solutions
Illinois
$32.9M 341,416 +333,829 +4,400%
DC
202
Deere & Company
Illinois
$32.4M 344,959 -525,538 -60%
CIP
203
Capital Insight Partners
Arizona
$32.2M 342,818 +9,128 +3%
CWP
204
Cyndeo Wealth Partners
Florida
$31.9M 338,995 -1,295 -0.4%
CM
205
Cornerstone Management
Georgia
$31.8M 338,022 -1,075 -0.3%
DFC
206
DB Fitzpatrick & Co
Idaho
$31.8M 337,686 +37,878 +13%
WA
207
Wilshire Advisors
California
$31M 330,154 +5,214 +2%
TWA
208
Tandem Wealth Advisors
Arizona
$30.6M 325,709 +13,853 +4%
Lazard Asset Management
209
Lazard Asset Management
New York
– – – –
LFS
210
Legacy Financial Strategies
Kansas
$30.1M 317,889 +150,280 +90%
JWM
211
Janiczek Wealth Management
Colorado
$29.5M 313,967 +14,652 +5%
OMC
212
Old Mission Capital
Illinois
$29.2M 311,009 -462,692 -60%
GFA
213
Gallagher Fiduciary Advisors
Illinois
$29.1M 309,865 -11,435 -4%
VFPW
214
Vantage Financial Partners (Wisconsin)
Wisconsin
$28.9M 307,079 +10,146 +3%
MWM
215
Mascoma Wealth Management
New Hampshire
$28.9M 306,916 +16,051 +6%
CFB
216
Cullen/Frost Bankers
Texas
$28.6M 304,252 +10,822 +4%
PAG
217
Private Advisor Group
New Jersey
$28.5M 302,768 -25,335 -8%
SF
218
Synovus Financial
Georgia
$28.2M 299,795 +11,453 +4%
TGAM
219
TBH Global Asset Management
Tennessee
$28.1M 298,304 +97,723 +49%
KP
220
Keel Point
Alabama
$28M 297,800 +7,114 +2%
PA
221
Parallel Advisors
California
$27.9M 296,595 +41,364 +16%
EIG
222
Ellenbecker Investment Group
Wisconsin
$27.8M 295,457 +102 +0%
FHB
223
First Hawaiian Bank
Hawaii
$27.8M 295,269 -1,858 -0.6%
GRP
224
Global Retirement Partners
California
$27.3M 293,361 -4,687 -2%
EH
225
Equitable Holdings
New York
$27.2M 288,891 +3,104 +1%
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