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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,626 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 759 increasing their positions, 574 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.64%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.9%
New
128
Increased
759
Reduced
574
Closed
90
Calls
$14.3M
Puts
$1.1M
Net Calls
+$13.2M
Net Calls Change
-$5.29M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$746M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$738M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$508M
4
BlackRock
BlackRock
New York
+$313M
5
USAA
United Services Automobile Association
Texas
+$305M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$155M
2
Jane Street
Jane Street
New York
-$145M
3
Morgan Stanley
Morgan Stanley
New York
-$135M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$82.7M
5
IAIM
Industrial Alliance Investment Management
Quebec, Canada
-$77.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
626
Lowe Brockenbrough & Co
Virginia
$4.01M +$1.31M +13,369 +48%
RFO
627
RiverGlades Family Offices
Florida
$3.99M -$658K -6,715 -14%
WPW
628
Watershed Private Wealth
Illinois
$3.99M -$337K -3,441 -8%
SWRP
629
Summit Wealth & Retirement Planning
California
$3.98M -$17.5K -179 -0.4%
UWPG
630
Ullmann Wealth Partners Group
Florida
$3.86M +$1.77M +18,025 +84%
TT
631
TI-Trust
Illinois
$3.85M +$117K +1,191 +3%
EWS
632
Evergreen Wealth Solutions
Pennsylvania
$3.85M +$2.26M +23,089 +142%
BSWA
633
Bromfield Sneider Wealth Advisors
Massachusetts
$3.84M +$496K +5,064 +15%
PG
634
Patten Group
Tennessee
$3.8M +$822K +8,390 +28%
DPI
635
Diversified Portfolios Inc
Michigan
$3.8M +$333K +3,396 +10%
PA
636
Paragon Advisors
Texas
$3.79M +$1.26M +12,863 +50%
FTUS
637
Flow Traders U.S.
New York
$3.79M +$1.81M +18,435 +91%
PWM
638
Peterson Wealth Management
Nevada
$3.78M +$3.78M +38,626 New
SIAM
639
Sterling Investment Advisors (Missouri)
Missouri
$3.78M -$78.9K -805 -2%
SFA
640
Source Financial Advisors
New York
$3.75M +$21.2K +216 +0.6%
JIR
641
James Investment Research
Ohio
$3.73M -$20.9K -213 -0.6%
UB
642
UMB Bank
Missouri
$3.73M -$931K -9,505 -20%
Bessemer Group
643
Bessemer Group
New Jersey
$3.72M -$550K -5,614 -13%
PGFC
644
Peapack-Gladstone Financial Corp
New Jersey
$3.72M -$1.71M -17,459 -32%
CCM
645
Canal Capital Management
Virginia
$3.71M +$278K +2,841 +8%
GAA
646
Global Assets Advisory
Florida
$3.69M +$342K +3,496 +10%
MWA
647
Motive Wealth Advisors
Michigan
$3.68M +$283K +2,889 +8%
CPCM
648
Cornerstone Partners Capital Management
Virginia
$3.66M +$1.47M +14,971 +67%
BA
649
Ballew Advisors
Mississippi
$3.66M +$7.86K +81 +0.2%
VWA
650
V Wealth Advisors
Kansas
$3.64M -$262K -2,678 -7%
24 25
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