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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 %
FNBOO
526
First National Bank of Omaha
Nebraska
$5.99M +$91.7K +975 +2%
SIA
527
Sovereign Investment Advisors
Arizona
$5.96M +$47.6K +506 +0.8%
WCG
528
Wall Capital Group
Arizona
$5.93M -$16M -171,793 -73%
APP
529
Avantax Planning Partners
Iowa
$5.9M -$1.13M -12,008 -16%
GAM
530
Gemmer Asset Management
California
$5.83M -$239K -2,541 -4%
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.82M +$801K +8,518 +16%
LGWM
532
Litman Gregory Wealth Management
California
$5.8M +$63.8K +678 +1%
MWPCG
533
Measured Wealth Private Client Group
New Hampshire
$5.77M -$512K -5,447 -8%
ATPW
534
Ashton Thomas Private Wealth
Arizona
$5.76M -$401K -4,259 -7%
AA
535
Addison Advisors
Vermont
$5.74M +$5.63M +59,825 +4,767%
TWA
536
TCI Wealth Advisors
Arizona
$5.74M +$40.6K +432 +0.7%
WC
537
Waterloo Capital
Texas
$5.72M -$10.5M -111,424 -65%
TPCW
538
TD Private Client Wealth
New York
$5.69M +$384K +4,081 +7%
NW
539
NewEdge Wealth
Pennsylvania
$5.69M +$2.3M +24,430 +68%
GWM
540
Geneos Wealth Management
Colorado
$5.64M -$403K -4,284 -7%
LW
541
Linscomb Wealth
Texas
$5.55M +$137K +1,460 +3%
SYBT
542
Stock Yards Bank & Trust
Kentucky
$5.53M -$296K -3,147 -5%
RFO
543
RiverGlades Family Offices
Florida
$5.53M +$1.71M +18,140 +45%
NCM
544
New Capital Management
Texas
$5.49M +$5.49M +58,353 New
ML
545
McAdam LLC
Pennsylvania
$5.44M +$1.01M +10,758 +23%
SMI
546
Shelter Mutual Insurance
Missouri
$5.42M – – –
BP
547
Ballentine Partners
Massachusetts
$5.41M +$94 +1 +0%
LBC
548
Lowe Brockenbrough & Co
Virginia
$5.39M +$1.54M +16,400 +40%
SSW
549
Smith Shellnut Wilson
Mississippi
$5.33M +$926K +9,851 +21%
EL
550
EWA LLC
Pennsylvania
$5.32M +$544K +5,792 +11%
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