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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 %
OC
551
Oppenheimer & Co
New York
$5.3M +$239K +2,545 +5%
RIA
552
Regal Investment Advisors
Michigan
$5.29M +$292K +3,104 +6%
CPCM
553
Cornerstone Partners Capital Management
Virginia
$5.28M +$1.77M +18,844 +50%
CFGF
554
Compass Financial Group (Florida)
Florida
$5.28M +$161K +1,707 +3%
PT
555
Plimoth Trust
Massachusetts
$5.27M +$75.2K +800 +1%
NAG
556
Northstar Advisory Group
New Jersey
$5.25M -$3.05M -32,380 -37%
RWG
557
Regal Wealth Group
California
$5.22M +$25.6K +272 +0.5%
SAF
558
Smith Anglin Financial
Texas
$5.21M +$1.93M +20,576 +59%
MGIA
559
Moneta Group Investment Advisors
Missouri
$5.2M -$260K -2,764 -5%
DG
560
DMC Group
Alabama
$5.19M +$439K +4,666 +9%
NFP
561
NorthLanding Financial Partners
New York
$5.14M +$283K +3,014 +6%
AFP
562
Alpha Financial Partners
Kentucky
$5.11M +$934K +9,933 +22%
BSWA
563
Bromfield Sneider Wealth Advisors
Massachusetts
$5.09M +$1.4M +14,905 +38%
CMI
564
Clare Market Investments
Texas
$5.07M -$81K -861 -2%
OIA
565
OneDigital Investment Advisors
Kansas
$5M -$527K -5,607 -10%
JWS
566
Juncture Wealth Strategies
Arizona
$4.95M -$146K -1,553 -3%
AI
567
Arrien Investments
Idaho
$4.95M -$21.6K -230 -0.4%
DWM
568
Dakota Wealth Management
Florida
$4.93M +$678K +7,211 +16%
CAG
569
Csenge Advisory Group
Florida
$4.92M +$773K +8,225 +19%
BBA
570
Braun-Bostich & Associates
Pennsylvania
$4.87M +$4.62M +49,104 +1,854%
CWM
571
Connecticut Wealth Management
Connecticut
$4.85M -$6.21K -66 -0.1%
TFCP
572
Twin Focus Capital Partners
Massachusetts
$4.85M -$583K -6,200 -11%
JGIA
573
Jackson Grant Investment Advisers
Connecticut
$4.84M +$208K +2,209 +4%
Empower Advisory Group
574
Empower Advisory Group
Colorado
$4.83M +$812K +8,634 +20%
EGA
575
E&G Advisors
Texas
$4.78M -$467K -4,962 -9%
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