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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.4B 89,272,076 +2,551,739 +3%
RJA
2
Raymond James & Associates
Florida
$5.83B 61,988,428 +3,269,839 +6%
Wells Fargo
3
Wells Fargo
California
$5.17B 54,951,192 +974,631 +2%
BlackRock
4
BlackRock
New York
$4.21B 44,786,284 +1,352,495 +3%
Bank of America
5
Bank of America
North Carolina
$3.71B 39,447,135 -1,105,389 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.63B 38,572,791 -10,210,143 -21%
US Bancorp
7
US Bancorp
Minnesota
$2.44B 25,936,364 +2,346,840 +10%
Morgan Stanley
8
Morgan Stanley
New York
$2.36B 25,070,989 +440,988 +2%
Goldman Sachs
9
Goldman Sachs
New York
$1.73B 18,386,122 -1,556,928 -8%
Charles Schwab
10
Charles Schwab
California
$1.71B 18,145,366 +9,923,920 +121%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$1.42B 15,059,868 +15,059,868 New
Northern Trust
12
Northern Trust
Illinois
$1.3B 13,808,137 +1,972,795 +17%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.26B 13,410,674 +2,773,905 +26%
Creative Planning
14
Creative Planning
Kansas
$1.11B 11,802,110 +556,518 +5%
Ameriprise
15
Ameriprise
Minnesota
$935M 9,850,642 +675,150 +7%
AA
16
Acorns Advisers
California
$868M 9,235,315 +419,103 +5%
Betterment LLC
17
Betterment LLC
New York
$868M 9,229,315 +505,358 +6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$867M 9,216,094 +1,544,714 +20%
WI
19
WealthNavi Inc
Japan
$815M 8,662,119 +768,050 +10%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$799M 8,499,888 +1,463,915 +21%
FCBT
21
First Citizens Bank & Trust
North Carolina
$775M 8,240,581 +738,283 +10%
USAA
22
United Services Automobile Association
Texas
$665M 7,073,294 +3,962,762 +127%
UBS Group
23
UBS Group
Switzerland
$658M 7,001,238 +930,441 +15%
TIAA Trust, National Association
24
TIAA Trust, National Association
North Carolina
$658M 6,995,167 +6,995,167 New
LPL Financial
25
LPL Financial
California
$636M 6,760,370 +1,067,849 +19%
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