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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
3
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
4
Prudential Financial
New Jersey
$738M
5
PEGL
5
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
2
Charles Schwab
California
$1.41B
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
4
Fiducient Advisors
Illinois
$4.99M
5
SAG
5
SageView Advisory Group
California
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.79B 88,551,553 -720,523 -0.8%
RJA
2
Raymond James & Associates
Florida
$6.26B 63,061,225 +1,072,797 +2%
Morgan Stanley
3
Morgan Stanley
New York
$5.54B 55,785,530 +30,714,541 +123%
Wells Fargo
4
Wells Fargo
California
$5.38B 54,225,886 -725,306 -1%
BlackRock
5
BlackRock
New York
$4.44B 44,781,966 -4,318 -0%
Bank of America
6
Bank of America
North Carolina
$4.18B 42,145,839 +2,698,704 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.05B 40,781,811 +2,209,020 +6%
US Bancorp
8
US Bancorp
Minnesota
$2.88B 29,007,988 +3,071,624 +12%
Goldman Sachs
9
Goldman Sachs
New York
$1.91B 19,255,862 +869,740 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.53B 15,404,607 +9,403,479 +157%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.5B 15,072,789 +1,662,115 +12%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$1.47B 14,770,769 -289,099 -2%
Charles Schwab
13
Charles Schwab
California
$1.41B 14,216,812 -3,928,554 -22%
Northern Trust
14
Northern Trust
Illinois
$1.39B 13,975,446 +167,309 +1%
Creative Planning
15
Creative Planning
Kansas
$1.25B 12,555,162 +753,052 +6%
AA
16
Acorns Advisers
California
$959M 9,662,609 +427,294 +5%
Betterment LLC
17
Betterment LLC
New York
$954M 9,616,008 +386,693 +4%
UBS Group
18
UBS Group
Switzerland
$916M 9,233,009 +2,231,771 +32%
WI
19
WealthNavi Inc
Japan
$900M 9,067,389 +405,270 +5%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$886M 8,929,202 +2,686,188 +43%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$877M 8,838,914 +339,026 +4%
Ameriprise
22
Ameriprise
Minnesota
$867M 8,722,750 -1,127,892 -11%
USAA
23
United Services Automobile Association
Texas
$810M 8,158,182 +1,084,888 +15%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$796M 8,015,551 -1,200,543 -13%
FCBT
25
First Citizens Bank & Trust
North Carolina
$777M 7,824,050 -416,531 -5%
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