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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 %
KLCM
651
KG&L Capital Management
Louisiana
$3.64M +$5.98K +61 +0.2%
AA
652
AlphaQ Advisors
Florida
$3.63M +$118K +1,200 +3%
XF
653
XML Financial
Maryland
$3.62M -$12M -122,145 -77%
JF
654
Jump Financial
Illinois
$3.62M +$3.62M +36,939 New
WEPOG
655
Wealth Enhancement & Preservation of GA
Georgia
$3.58M +$69.7K +712 +2%
SHFP
656
Second Half Financial Partners
Florida
$3.58M +$3.58M +36,533 New
NW
657
NewEdge Wealth
Pennsylvania
$3.54M -$18K -184 -0.5%
DIA
658
Davidson Investment Advisors
Montana
$3.5M -$1.93M -19,653 -35%
PWPS
659
Pinnacle Wealth Planning Services
Ohio
$3.5M -$202K -2,060 -5%
AMG
660
Asset Management Group
Connecticut
$3.49M +$23.4K +239 +0.7%
LG
661
Leuthold Group
Minnesota
$3.47M – – –
ATC
662
Adirondack Trust Company
New York
$3.46M +$274K +2,800 +9%
BWAM
663
Boyd Watterson Asset Management
Ohio
$3.45M -$2.66M -27,106 -44%
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$3.44M -$390K -3,980 -10%
P
665
Pitcairn
Pennsylvania
$3.42M -$500K -5,100 -13%
SAF
666
Smith Anglin Financial
Texas
$3.41M +$1.04M +10,598 +44%
FA
667
Flagstar Advisors
New York
$3.4M -$203K -2,069 -6%
FWM
668
FFT Wealth Management
Pennsylvania
$3.39M +$2.6M +26,570 +329%
DIP
669
DT Investment Partners
Pennsylvania
$3.36M +$3.16M +32,640 +1,579%
NFG
670
Northeast Financial Group
Pennsylvania
$3.34M +$2.07M +21,125 +163%
LWP
671
LMG Wealth Partners
Louisiana
$3.34M +$140K +1,427 +4%
AWM
672
Ameliora Wealth Management
Switzerland
$3.32M -$219K -2,233 -6%
CCA
673
Cobblestone Capital Advisors
New York
$3.3M +$673K +6,874 +26%
CL
674
Choreo LLC
Illinois
$3.28M -$5.17M -52,806 -61%
SC
675
Savant Capital
Illinois
$3.26M +$1.34M +13,676 +70%
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