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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 %
CPIG
401
Chicago Partners Investment Group
Illinois
$9.88M +$921K +9,967 +10%
GA
402
Greenspring Advisors
Maryland
$9.84M +$1.19M +12,704 +14%
PWM
403
PRW Wealth Management
Massachusetts
$9.84M +$9.84M +106,527 New
PFA
404
Professional Financial Advisors
Nebraska
$9.82M +$9.82M +104,459 New
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$9.82M -$490K -5,210 -5%
IFA
406
Interactive Financial Advisors
Illinois
$9.78M -$369K -3,919 -4%
CAMG
407
CWA Asset Management Group
Florida
$9.77M +$2.13M +22,673 +28%
PFT
408
Providence First Trust
Arizona
$9.62M -$16.3K -173 -0.2%
AIA
409
Arbor Investment Advisors
North Carolina
$9.44M +$2.19M +23,272 +30%
MPPLM
410
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9.37M -$46.3K -492 -0.5%
FSA
411
Financial Sense Advisors
California
$9.33M -$463K -4,923 -5%
AFS
412
Amtrust Financial Services
New York
$9.27M – – –
ST
413
Smithfield Trust
Pennsylvania
$9.2M -$663K -7,052 -7%
GAG
414
GM Advisory Group
New York
$9.14M -$48K -510 -0.5%
MAM
415
Meeder Asset Management
Ohio
$9.11M -$38.6M -410,086 -81%
LIA
416
LifePlan Investment Advisors
North Carolina
$9.1M -$67.8K -721 -0.7%
AWMNH
417
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.07M +$1.28M +13,628 +16%
CIBC World Market
418
CIBC World Market
Ontario, Canada
$8.96M +$180K +1,915 +2%
EFS
419
Econ Financial Services
Pennsylvania
$8.96M +$2.78M +29,557 +45%
FFBTD
420
First Financial Bank - Trust Division
Ohio
$8.94M -$226K -2,402 -2%
WT
421
Whittier Trust
California
$8.89M +$3.03M +32,194 +52%
SWP
422
Stratos Wealth Partners
Ohio
$8.81M -$235K -2,502 -3%
DP
423
Denver PWM
Colorado
$8.8M +$8.8M +94,350 New
FHA
424
Flagship Harbor Advisors
Massachusetts
$8.79M +$564K +5,997 +7%
AWA
425
Aquire Wealth Advisors
Utah
$8.78M +$291K +3,094 +3%
15 16
17
18 19