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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 %
PFP
576
Pinnacle Financial Partners
Tennessee
$4.77M +$2.1M +22,349 +79%
AWE
577
Avidian Wealth Enterprises
Texas
$4.76M -$171K -1,819 -3%
CCM
578
Canal Capital Management
Virginia
$4.76M +$1.19M +12,673 +33%
MPW
579
MGO Private Wealth
California
$4.76M -$275K -2,923 -5%
TFF
580
The Family Firm
Maryland
$4.75M -$78.4K -834 -2%
CRI
581
Commonwealth Retirement Investments
Virginia
$4.71M +$181K +1,930 +4%
CAM
582
Cresset Asset Management
Illinois
$4.71M +$27K +287 +0.6%
SFS
583
Security Financial Services
Indiana
$4.71M -$1.6M -17,040 -25%
FA
584
Fiduciary Alliance
South Carolina
$4.69M +$317K +3,375 +7%
SFG
585
Summit Financial Group
West Virginia
$4.68M -$85.6K -910 -2%
RA
586
RFG Advisory
Alabama
$4.67M -$3.09M -32,904 -40%
WA
587
WBH Advisory
Maryland
$4.66M -$898K -9,551 -16%
FA
588
Flagstar Advisors
New York
$4.65M +$1.39M +14,762 +43%
RWPA
589
Richard W. Paul & Associates
Michigan
$4.63M +$4.58M +48,671 +9,235%
DL
590
DOHJ LLC
Washington
$4.6M +$25.2K +271 +0.6%
HWA
591
Hillcrest Wealth Advisors
New Jersey
$4.56M +$555K +5,900 +14%
ODIJL
592
One Day In July LLC
Vermont
$4.56M +$271K +2,886 +6%
MFG
593
Mainsail Financial Group
Washington
$4.46M +$2.19M +23,464 +96%
BCM
594
Beaumont Capital Management
Massachusetts
$4.46M +$1.4M +14,900 +46%
AAP
595
Arax Advisory Partners
Colorado
$4.41M -$76.6K -815 -2%
SB
596
Simmons Bank
Arkansas
$4.39M -$2.86M -30,389 -39%
SHIM
597
Stone House Investment Management
Pennsylvania
$4.38M -$4.31M -45,810 -50%
PIA
598
Panoramic Investment Advisors
Colorado
$4.33M +$4.33M +46,077 New
RWM
599
RKL Wealth Management
Pennsylvania
$4.31M +$10.9K +116 +0.3%
LSAG
600
Lake Street Advisors Group
New Hampshire
$4.27M +$85.9K +914 +2%
22 23
24
25 26