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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 %
AWM
626
Ameliora Wealth Management
Switzerland
$4.01M +$827K +8,798 +26%
WC
627
Whitney & Co
New York
$3.95M +$1.03M +10,957 +35%
ACA
628
Affinity Capital Advisors
California
$3.9M -$1.19M -12,656 -23%
ANTB
629
AMG National Trust Bank
Colorado
$3.89M -$531K -5,650 -12%
HCC
630
Hirtle Callaghan & Co
Pennsylvania
$3.88M +$2.74M +29,143 +240%
MWM
631
Meridian Wealth Management
Kentucky
$3.88M +$2.25M +23,939 +139%
LWM
632
Lionsbridge Wealth Management
Florida
$3.87M -$7.33M -77,935 -65%
RCIM
633
Red Cedar Investment Management
Michigan
$3.84M -$929K -9,880 -19%
AA
634
AlphaQ Advisors
Florida
$3.83M +$346K +3,676 +10%
MWA
635
Motive Wealth Advisors
Michigan
$3.82M +$286K +3,040 +8%
SFA
636
Source Financial Advisors
New York
$3.81M +$205K +2,184 +6%
CG
637
Cynosure Group
Utah
$3.8M -$57.4K -610 -1%
PG
638
Patten Group
Tennessee
$3.79M +$149K +1,589 +4%
TT
639
TI-Trust
Illinois
$3.79M +$90.9K +967 +2%
RTC
640
Riverview Trust Company
Washington
$3.79M -$583K -6,199 -13%
TC
641
Telemus Capital
Michigan
$3.77M +$719K +7,645 +24%
PCWA
642
Pacific Capital Wealth Advisors
California
$3.77M -$316K -3,357 -8%
ATC
643
Adirondack Trust Company
New York
$3.77M +$437K +4,652 +13%
JIR
644
James Investment Research
Ohio
$3.74M +$159K +1,691 +4%
TA
645
Tactive Advisors
Florida
$3.73M +$1.23M +13,071 +49%
SIAM
646
Sterling Investment Advisors (Missouri)
Missouri
$3.73M +$103K +1,093 +3%
PWM
647
Peterson Wealth Management
Nevada
$3.69M +$62.3K +663 +2%
TWM
648
Tolleson Wealth Management
Texas
$3.67M +$2.14M +22,744 +139%
CIAS
649
CFS Investment Advisory Services
New Jersey
$3.65M +$913K +9,705 +33%
EWP
650
Elevation Wealth Partners
California
$3.61M -$252K -2,684 -7%
24 25
26
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