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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,626 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 759 increasing their positions, 574 reducing their positions, and 90 closing their positions.

Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.65%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.91%
New
128
Increased
759
Reduced
574
Closed
90
Calls
$14.3M
Puts
$1.1M
Net Calls
+$13.2M
Net Calls Change
-$5.29M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.78B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.04B
4
BlackRock
4
BlackRock
New York
$4.25B
5
USAA
5
United Services Automobile Association
Texas
$305M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Jane Street
2
Jane Street
New York
$213K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.41B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$44M
5
IAIM
5
Industrial Alliance Investment Management
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.49B 86,720,337 +2,758,305 +3%
RJA
2
Raymond James & Associates
Florida
$5.75B 58,718,589 +7,620,532 +15%
Wells Fargo
3
Wells Fargo
California
$5.29B 53,976,561 +780,036 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.78B 48,782,934 +7,537,670 +18%
BlackRock
5
BlackRock
New York
$4.25B 43,433,789 +3,195,263 +8%
Bank of America
6
Bank of America
North Carolina
$3.97B 40,552,524 -372,961 -0.9%
Morgan Stanley
7
Morgan Stanley
New York
$2.41B 24,630,001 -1,383,183 -5%
US Bancorp
8
US Bancorp
Minnesota
$2.31B 23,589,524 +1,813,121 +8%
Goldman Sachs
9
Goldman Sachs
New York
$1.95B 19,943,050 +1,581,251 +9%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$1.49B 15,193,021 -344,032 -2%
Northern Trust
11
Northern Trust
Illinois
$1.16B 11,835,342 +1,474,998 +14%
Creative Planning
12
Creative Planning
Kansas
$1.1B 11,245,592 +105,616 +0.9%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.04B 10,636,769 +5,186,189 +95%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.02B 10,453,287 +1,502,942 +17%
Ameriprise
15
Ameriprise
Minnesota
$898M 9,175,492 -213,277 -2%
AA
16
Acorns Advisers
California
$864M 8,816,212 +524,909 +6%
Betterment LLC
17
Betterment LLC
New York
$855M 8,723,957 +416,502 +5%
Charles Schwab
18
Charles Schwab
California
$805M 8,221,446 -291,146 -3%
WI
19
WealthNavi Inc
Japan
$773M 7,894,069 +345,424 +5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$751M 7,671,380 +571,550 +8%
FCBT
21
First Citizens Bank & Trust
North Carolina
$735M 7,502,298 +1,338,496 +22%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$689M 7,035,973 +678,995 +11%
TF
23
TIAA FSB
Florida
$689M 7,032,424 +1,157,171 +20%
UBS Group
24
UBS Group
Switzerland
$595M 6,070,797 +469,282 +8%
LPL Financial
25
LPL Financial
California
$558M 5,692,521 -160,812 -3%
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