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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 %
RHP
351
Royal Harbor Partners
Texas
$12.5M -$1.02M -10,800 -8%
NC
352
NewSquare Capital
Pennsylvania
$12.4M -$142K -1,505 -1%
Brown Advisory
353
Brown Advisory
Maryland
$12.4M +$1.16M +12,375 +10%
GCA
354
Greenwood Capital Associates
South Carolina
$12.3M -$34.9K -371 -0.3%
CH
355
Canton Hathaway
Rhode Island
$12.3M – – –
CWM
356
Chesapeake Wealth Management
Virginia
$12.3M -$76.2K -810 -0.6%
GCM
357
Genus Capital Management
British Columbia, Canada
$12.3M +$6.12M +65,090 +99%
TIA
358
Tiemann Investment Advisors
California
$12.3M +$272K +2,897 +2%
DT
359
Diversified Trust
Tennessee
$12.1M -$1.35M -14,339 -10%
GFWA
360
Grey Fox Wealth Advisors
Delaware
$12M +$297K +3,153 +3%
CAL
361
Capital Analysts LLC
Pennsylvania
$12M -$458K -4,872 -4%
EIP
362
Easterly Investment Partners
Massachusetts
$11.9M – – –
William Blair & Company
363
William Blair & Company
Illinois
$11.8M -$115K -1,226 -1%
FA
364
FDx Advisors
Illinois
$11.8M -$1.13M -12,002 -9%
FA
365
FC Advisory
Pennsylvania
$11.6M +$26.9K +286 +0.2%
MWM
366
Modera Wealth Management
New Jersey
$11.6M +$362K +3,851 +3%
ECG
367
Edge Capital Group
Georgia
$11.6M -$3.14M -33,340 -21%
TSS
368
Two Sigma Securities
New York
$11.4M -$2.32M -24,685 -17%
CWA
369
Continuum Wealth Advisors
New York
$11.4M +$292K +3,102 +3%
DI
370
Diligent Investors
California
$11.2M -$1.83M -19,482 -14%
MLICM
371
Metropolitan Life Insurance Company (MetLife)
New York
$11.2M – – –
CTA
372
Chesley Taft & Associates
Illinois
$11.2M +$883K +9,390 +9%
WB
373
Webster Bank
Connecticut
$11.2M +$1.24M +13,143 +12%
RFG
374
RFP Financial Group
Georgia
$11.2M +$457K +4,857 +4%
PFM
375
Peak Financial Management
Massachusetts
$11.1M +$21.5K +229 +0.2%
13 14
15
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