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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
25.46%
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 %
SFA
426
Souders Financial Advisors
Ohio
$8.67M +$633K +6,729 +8%
PIMG
427
Patriot Investment Management Group
Tennessee
$8.66M -$320K -3,408 -4%
1WM
428
1900 Wealth Management
Texas
$8.58M +$6.16M +65,488 +254%
DAS
429
Dynamic Advisor Solutions
Arizona
$8.58M +$2.19M +23,261 +34%
GHA
430
Granite Harbor Advisors
Texas
$8.56M +$376K +3,997 +5%
CBC
431
Coombe, Bender & Co
New York
$8.55M +$1.17M +12,400 +16%
PA
432
PFG Advisors
Arizona
$8.55M -$2.85M -30,358 -25%
PWPCM
433
Perella Weinberg Partners Capital Management
New York
$8.55M +$302K +3,207 +4%
CAWM
434
Capital Advisors Wealth Management
Washington
$8.54M +$914K +9,716 +12%
NL
435
NWAM LLC
Washington
$8.4M -$1.34M -14,244 -14%
SFP
436
Shepherd Financial Partners
Massachusetts
$8.38M -$81.4K -866 -1%
SFP
437
Strategic Financial Partners
Oregon
$8.36M -$493K -5,243 -6%
ATC
438
Argent Trust Co
Tennessee
$8.33M +$6.77M +71,968 +434%
SI
439
Stephens Inc
Arkansas
$8.31M -$6.68M -71,071 -45%
LL
440
LWMG LLC
Minnesota
$8.31M +$481K +5,113 +6%
FEG
441
Fund Evaluation Group
Ohio
$8.3M -$338K -3,595 -4%
Balyasny Asset Management
442
Balyasny Asset Management
Illinois
$8.25M +$1.11M +11,812 +16%
HNB
443
Huntington National Bank
Ohio
$8.22M -$8.14M – –
OFG
444
Omega Financial Group
California
$8.2M +$336K +3,577 +4%
AA
445
Ancora Advisors
Ohio
$8.18M -$356K -3,782 -4%
FPAS
446
Focus Partners Advisor Solutions
Missouri
$8.12M -$458K -4,869 -5%
THL
447
Tillman Hartley LLC
Colorado
$8.1M +$157K +1,670 +2%
AFP
448
Ausdal Financial Partners
Iowa
$8M +$1.98M +21,043 +33%
IWP
449
Innova Wealth Partners
Pennsylvania
$7.98M +$1.78M +18,950 +29%
BRWA
450
B. Riley Wealth Advisors
Florida
$7.9M +$186K +1,973 +2%
16 17
18
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