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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 %
FAIM
601
Financial Advocates Investment Management
Washington
$4.25M -$5.64K -60 -0.1%
LSPW
602
Lake Street Private Wealth
Illinois
$4.25M -$1.53M -16,279 -26%
1SB
603
1ST Source Bank
Indiana
$4.25M -$11.8K -125 -0.3%
SIG
604
Stonegate Investment Group
Alabama
$4.24M +$79.9K +850 +2%
T
605
TRUADVICE
Florida
$4.23M -$1.5M -16,012 -26%
CAAM
606
Cornerstone Advisors Asset Management
Pennsylvania
$4.22M +$2.43M +25,842 +136%
BWA
607
BlueSky Wealth Advisors
North Carolina
$4.21M -$29.1K -309 -0.7%
PA
608
Paragon Advisors
Texas
$4.19M +$550K +5,848 +15%
FAG
609
Financial Advisory Group
Texas
$4.18M -$2.9M -30,799 -41%
GAA
610
Global Assets Advisory
Florida
$4.16M +$612K +6,511 +17%
AAMC
611
Asset Allocation & Management Company
Illinois
$4.14M -$10.1M -107,545 -71%
APWA
612
Atlas Private Wealth Advisors
New Jersey
$4.14M +$2.65M +28,198 +179%
EWS
613
Evergreen Wealth Solutions
Pennsylvania
$4.13M +$439K +4,664 +12%
NFG
614
Northeast Financial Group
Pennsylvania
$4.13M +$922K +9,803 +29%
LWP
615
LMG Wealth Partners
Louisiana
$4.13M +$923K +9,815 +29%
SWRP
616
Summit Wealth & Retirement Planning
California
$4.11M +$288K +3,066 +8%
FWM
617
FFT Wealth Management
Pennsylvania
$4.1M +$842K +8,955 +26%
JSAM
618
J. Safra Asset Management
New York
$4.1M +$207K +2,200 +5%
SG
619
Sharper & Granite
California
$4.09M +$165K +1,755 +4%
GKWIM
620
Gerber Kawasaki Wealth & Investment Management
California
$4.07M -$348K -3,702 -8%
DLCIG
621
D.L. Carlson Investment Group
New Hampshire
$4.07M -$22.6K -240 -0.6%
WPW
622
Watershed Private Wealth
Illinois
$4.06M +$229K +2,432 +6%
PWP
623
Perfromance Wealth Partners
Illinois
$4.05M -$144K -1,529 -3%
ATFA
624
All Terrain Financial Advisors
Minnesota
$4.04M -$221K -2,351 -5%
SC
625
Sierra Capital
Florida
$4.03M +$124K +1,323 +3%
23 24
25
26 27