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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,626 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 759 increasing their positions, 574 reducing their positions, and 90 closing their positions.

Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.65%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.91%
New
128
Increased
759
Reduced
574
Closed
90
Calls
$14.3M
Puts
$1.1M
Net Calls
+$13.2M
Net Calls Change
-$5.29M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.78B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.04B
4
BlackRock
4
BlackRock
New York
$4.25B
5
USAA
5
United Services Automobile Association
Texas
$305M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Jane Street
2
Jane Street
New York
$213K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.41B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$44M
5
IAIM
5
Industrial Alliance Investment Management
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$555M 5,664,207 +261,059 +5%
Prudential Financial
27
Prudential Financial
New Jersey
$533M 5,437,450 +317,110 +6%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$525M 5,356,738 +448,875 +9%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$516M 5,263,133 +292,996 +6%
Stifel Financial
30
Stifel Financial
Missouri
$514M 5,250,942 -20,041 -0.4%
COPPSERS
31
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$509M 5,196,991 +39,645 +0.8%
Members Trust
32
Members Trust
Florida
$498M 5,088,870 +662,140 +15%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$497M 5,074,793 +264,407 +5%
Mariner
34
Mariner
Kansas
$425M 4,339,186 -268,391 -6%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$418M 4,268,583 +93,312 +2%
Osaic Holdings
36
Osaic Holdings
Arizona
$371M 3,792,973 +35,042 +0.9%
PEGL
37
P/E Global LLC
Massachusetts
$368M 3,755,956 +38,953 +1%
DADC
38
D.A. Davidson & Co
Montana
$326M 3,331,591 +547,938 +20%
USAA
39
United Services Automobile Association
Texas
$305M 3,110,532 +3,110,532 New
SMFG
40
Sumitomo Mitsui Financial Group
Japan
$299M 3,056,013 +2,557,153 +513%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$281M 2,870,312 +395,968 +16%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$278M 2,836,354 +73,804 +3%
SWM
43
SigFig Wealth Management
California
$259M 2,645,715 +81,266 +3%
Citigroup
44
Citigroup
New York
$259M 2,641,036 +3,533 +0.1%
NL
45
NEPC LLC
Massachusetts
$243M 2,483,505 +2,483,505 New
OPAM
46
Ocean Park Asset Management
California
$237M 2,422,865 +1,186,365 +96%
AAS
47
Avantax Advisory Services
Texas
$237M 2,420,075 +122,646 +5%
SDIC
48
South Dakota Investment Council
South Dakota
$230M 2,344,500 – –
BL
49
Balentine LLC
Georgia
$228M 2,333,795 +6,036 +0.3%
SAG
50
SageView Advisory Group
California
$209M 2,133,767 +323,893 +18%
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