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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 %
FFS
376
Founders Financial Securities
Maryland
$11.1M +$3.87M +41,168 +54%
Macquarie Group
377
Macquarie Group
Australia
$11.1M +$11.1M +117,794 New
HFS
378
HBC Financial Services
Washington
$10.9M +$345K +3,670 +3%
CFP
379
Catalyst Financial Partners
Massachusetts
$10.9M +$1.16M +12,333 +12%
BWCS
380
Beirne Wealth Consulting Services
Connecticut
$10.9M – – –
WSTAM
381
Wilbanks Smith & Thomas Asset Management
Virginia
$10.9M +$684K +7,275 +7%
NAM
382
NorthCrest Asset Manangement
Minnesota
$10.8M +$398K +4,231 +4%
BBWP
383
Beacon Bridge Wealth Partners
Pennsylvania
$10.8M -$12M -128,065 -53%
SCP
384
Silverleafe Capital Partners
Tennessee
$10.7M -$234K -2,492 -2%
HI
385
Horizon Investments
North Carolina
$10.6M +$4.02M +43,019 +61%
EB
386
Exchange Bank
California
$10.6M +$3.76M +39,999 +55%
OHWP
387
Oak Harbor Wealth Partners
North Carolina
$10.6M +$1.74M +18,524 +20%
CFG
388
Citizens Financial Group
Rhode Island
$10.5M -$183K -1,943 -2%
VHAM
389
Van Hulzen Asset Management
California
$10.5M -$333K -3,541 -3%
RC
390
Roundview Capital
New Jersey
$10.5M -$2.77M -29,421 -21%
OAM
391
Oppenheimer Asset Management
New York
$10.4M +$379K +4,028 +4%
BBVA
392
Banco Bilbao Vizcaya Argentaria
Spain
$10.3M -$16.8M -177,814 -62%
Pictet Asset Management
393
Pictet Asset Management
Switzerland
$10.3M +$10.3M +109,382 New
HNWAG
394
High Net Worth Advisory Group
Florida
$10.2M +$622K +6,609 +6%
OBWG
395
Onyx Bridge Wealth Group
New York
$10.2M -$567K -6,034 -5%
MW
396
Marcum Wealth
Ohio
$10.1M +$695K +7,387 +7%
CWM
397
Congress Wealth Management
Massachusetts
$10.1M +$9.4M +99,903 +1,283%
GBI
398
GP Brinson Investments
Illinois
$10.1M +$6.22M +66,190 +159%
EWMCB
399
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10M +$9.23M +98,152 +1,154%
GC
400
Grimes & Company
Massachusetts
$9.96M +$2.58M +27,385 +35%
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