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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 %
LP
476
LGL Partners
Pennsylvania
$7.04M +$937K +9,963 +15%
AO
477
Advisor OS
Illinois
$7.02M +$265K +2,816 +4%
AF
478
Advisornet Financial
Minnesota
$7.02M +$1.3M +13,831 +23%
Natixis Advisors
479
Natixis Advisors
Massachusetts
$7.02M +$704K +7,482 +11%
IAN
480
Integrated Advisors Network
Texas
$6.98M -$1.93M -20,523 -22%
EK
481
Evensky & Katz
Florida
$6.97M +$893K +9,491 +15%
SFC
482
Strategic Financial Concepts
Texas
$6.93M +$1.59M +16,894 +30%
LAM
483
Lifestyle Asset Management
Texas
$6.9M +$427K +4,540 +7%
AIA
484
Alternative Investment Advisors
Florida
$6.89M +$6.89M +73,301 New
FCM
485
Firestone Capital Management
Florida
$6.87M +$159K +1,694 +2%
FCT
486
Family Capital Trust
Massachusetts
$6.87M +$431K +4,588 +7%
OWM
487
Opes Wealth Management
California
$6.86M +$6.86M +72,996 New
EFM
488
Eley Financial Management
Vermont
$6.85M -$6.78K -72 -0.1%
ACP
489
Aveo Capital Partners
Colorado
$6.82M -$3.17M -33,734 -32%
SAI
490
Systematic Alpha Investments
New Jersey
$6.77M – – –
AWM
491
Avondale Wealth Management
Texas
$6.77M -$2.47M -26,231 -27%
OL
492
Optas LLC
Texas
$6.74M +$6.4M +68,093 +1,921%
WA
493
Waverly Advisors
Alabama
$6.73M -$681K -7,239 -9%
HFS
494
Heritage Financial Services
Massachusetts
$6.65M +$273K +2,899 +4%
BWS
495
Buck Wealth Strategies
Colorado
$6.65M +$6.65M +70,719 New
LFAS
496
Level Four Advisory Services
Texas
$6.62M +$1.29M +13,748 +24%
WIM
497
Westside Investment Management
California
$6.61M +$309K +3,289 +5%
AIA
498
Ally Invest Advisors
North Carolina
$6.59M +$2.23M +23,727 +51%
FFP
499
Forbes Financial Planning
Rhode Island
$6.57M -$45.7K -486 -0.7%
TCBWMS
500
Texas Capital Bank Wealth Management Services
Texas
$6.56M -$710K -7,553 -10%
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