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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
1
Charles Schwab
California
$1.71B
2
USAA
2
United Services Automobile Association
Texas
$665M
3
RJA
3
Raymond James & Associates
Florida
$5.83B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.26B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$8.4B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.63B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
NL
3
NEPC LLC
Massachusetts
$0
4
OPAM
4
Ocean Park Asset Management
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
326
TCP Asset Management
Ohio
$14.5M +$551K +5,857 +4%
CPW
327
Crestmont Private Wealth
Texas
$14.5M -$165K -1,759 -1%
Financial Engines Advisors
328
Financial Engines Advisors
California
$14.3M -$8.52M -90,600 -37%
LNC
329
Lincoln National Corp
Pennsylvania
$14.3M +$1.37M +14,617 +11%
RIG
330
RiverFront Investment Group
Virginia
$14.2M -$2.37M -25,191 -14%
VCM
331
Verger Capital Management
North Carolina
$14.1M -$3.48M -37,021 -20%
Citadel Advisors
332
Citadel Advisors
Florida
$14M +$2.54M +27,032 +22%
CCT
333
Chemung Canal Trust
New York
$14M -$10.2M -108,196 -42%
9WM
334
9258 Wealth Management
Ohio
$13.8M -$199K -2,115 -1%
ACM
335
Agincourt Capital Management
Virginia
$13.8M +$230K +2,450 +2%
ISWM
336
Independent Solutions Wealth Management
New York
$13.6M +$579K +6,160 +4%
AI
337
Atria Investments
North Carolina
$13.5M +$360K +3,831 +3%
FCIM
338
Fairview Capital Investment Management
California
$13.4M +$1.17M +12,410 +10%
VCA
339
Verdence Capital Advisors
Maryland
$13.4M +$1.2M +12,778 +10%
CGFA
340
Colton Groome Financial Advisors
North Carolina
$13.2M +$2.24M +23,804 +20%
G
341
GenTrust
Florida
$13M -$672K -7,144 -5%
CFA
342
Capstone Financial Advisors
Illinois
$12.8M -$3.4M -36,178 -21%
FFA
343
First Foundation Advisors
California
$12.8M +$4.63M +49,252 +57%
AWM
344
Aprio Wealth Management
Georgia
$12.7M +$40.7K +433 +0.3%
TI
345
Tidal Investments
Wisconsin
$12.6M +$3.65M +38,881 +41%
IWM
346
IHT Wealth Management
Illinois
$12.6M +$1.27M +13,469 +11%
RPG
347
Resource Planning Group
Georgia
$12.6M +$118K +1,260 +1%
RIM
348
Redwood Investment Management
Arizona
$12.5M +$6.78M +72,086 +118%
FIM
349
Freedom Investment Management
Connecticut
$12.5M +$816K +8,676 +7%
BWM
350
Boyd Wealth Management
California
$12.5M -$1.58M -16,780 -11%
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