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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
+$933M
2
USAA
United Services Automobile Association
Texas
+$373M
3
RJA
Raymond James & Associates
Florida
+$307M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$261M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$240M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$960M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$419M
3
NL
NEPC LLC
Massachusetts
-$243M
4
OPAM
Ocean Park Asset Management
California
-$237M
5
Goldman Sachs
Goldman Sachs
New York
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
651
Wealthcare Capital Management
Virginia
$3.59M +$611K +6,494 +20%
AAS
652
Ameritas Advisory Services
Nebraska
$3.59M +$2.93M +31,297 +445%
KLCM
653
KG&L Capital Management
Louisiana
$3.58M +$82.7K +879 +2%
BFA
654
Bluestem Financial Advisors
Illinois
$3.54M +$958K +10,183 +37%
HF
655
HRT Financial
New York
$3.54M +$1.55M +16,464 +78%
WPW
656
Waldron Private Wealth
Pennsylvania
$3.54M -$911K -9,688 -20%
API
657
Advisor Partners II
California
$3.52M +$3.52M +37,377 New
FAT
658
First American Trust
California
$3.51M -$4.24M -45,131 -55%
BA
659
Ballew Advisors
Mississippi
$3.5M -$2.98K -32 -0.1%
DIA
660
Davidson Investment Advisors
Montana
$3.42M +$59K +627 +2%
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$3.41M -$1.61M -17,161 -32%
D
662
Dentgroup
Louisiana
$3.41M +$837K +8,901 +33%
VWM
663
Vigilare Wealth Management
Arizona
$3.4M -$1.08M -11,459 -24%
PWPS
664
Pinnacle Wealth Planning Services
Ohio
$3.39M +$29K +308 +0.9%
AMG
665
Asset Management Group
Connecticut
$3.38M +$22.6K +240 +0.7%
CL
666
Choreo LLC
Illinois
$3.35M +$205K +2,183 +7%
LG
667
Leuthold Group
Minnesota
$3.34M – – –
JPG
668
Jordan Park Group
California
$3.33M -$3.7M -39,368 -53%
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$3.32M +$16.6K +176 +0.5%
EPM
670
Elm Partners Management
Pennsylvania
$3.31M +$2.56M +27,178 +338%
PI
671
PFG Investments
New York
$3.29M +$216K +2,292 +7%
CIA
672
Compass Ion Advisors
Pennsylvania
$3.25M +$3.25M +34,569 New
WP
673
WealthShield Partners
North Carolina
$3.2M -$1.41M -14,959 -31%
HPM
674
Hoxton Planning & Management
West Virginia
$3.2M -$1.92M -20,445 -38%
AWM
675
Accurate Wealth Management
Florida
$3.19M +$330K +3,573 +12%
25 26
27
28 29