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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.63B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$564M
3
NL
NEPC LLC
Massachusetts
$0
4
OPAM
Ocean Park Asset Management
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
451
Exchange Capital Management
Michigan
$7.89M -$40.8K -434 -0.5%
MSWM
452
McGlone Suttner Wealth Management
Wisconsin
$7.83M +$5.5M +58,503 +236%
RBA
453
Richard Bernstein Advisors
New York
$7.83M +$6.99M +74,319 +830%
GWA
454
GGM Wealth Advisors
Maryland
$7.78M -$1.3M -13,849 -14%
PP
455
Prudential plc
United Kingdom
$7.78M +$177K +1,883 +2%
AF
456
Apexium Financial
Texas
$7.73M +$348K +3,698 +5%
FIC
457
Family Investment Center
Missouri
$7.69M +$1.2M +12,795 +19%
IWC
458
Integrated Wealth Concepts
Massachusetts
$7.59M -$2.77M -29,486 -27%
UW
459
Unique Wealth
Florida
$7.57M +$1.66M +17,683 +28%
AA
460
AJ Advisors
Tennessee
$7.57M -$2.69M -28,556 -26%
PPW
461
Parcion Private Wealth
Washington
$7.53M +$94.7K +1,007 +1%
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$7.49M -$1.71M -18,168 -19%
HI
463
Harbour Investments
Wisconsin
$7.48M +$501K +5,327 +7%
WFAG
464
Wescott Financial Advisory Group
Pennsylvania
$7.46M +$408K +4,337 +6%
BFPW
465
BOK Financial Private Wealth
Colorado
$7.41M +$1.32M +13,994 +22%
GDP
466
Great Diamond Partners
Maine
$7.41M -$15K -159 -0.2%
I2I
467
Insight 2811 Inc
Illinois
$7.4M +$624K +6,634 +9%
NCM
468
Northwest Capital Management
Oregon
$7.25M – – –
SCA
469
Sandy Cove Advisors
Massachusetts
$7.25M -$280K -2,980 -4%
SC
470
Slow Capital
California
$7.22M +$632K +6,717 +10%
CW
471
Connectus Wealth
Ohio
$7.22M +$475K +5,048 +7%
AL
472
Aspiriant LLC
California
$7.18M +$739K +7,854 +11%
Nomura Asset Management
473
Nomura Asset Management
Japan
$7.14M – – –
SGCA
474
Steel Grove Capital Advisors
Tennessee
$7.12M +$205K +2,183 +3%
AFG
475
ABLE Financial Group
Arizona
$7.11M +$539K +5,734 +8%
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19
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