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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 %
PO
676
Private Ocean
California
$3.24M +$186K +1,901 +6%
AA
677
Alesco Advisors
New York
$3.22M -$37.5K -383 -1%
PI
678
PFG Investments
New York
$3.2M -$192K -1,965 -6%
BCM
679
Beaumont Capital Management
Massachusetts
$3.18M -$91.3K -932 -3%
TC
680
Telemus Capital
Michigan
$3.18M +$623K +6,360 +24%
WCM
681
Wealthcare Capital Management
Virginia
$3.1M +$1.25M +12,811 +68%
NI
682
NYL Investors
New York
$3.1M +$19.6K +200 +0.6%
T
683
TCWP
Ohio
$3.09M -$266K -2,717 -8%
ISB
684
Iowa State Bank
Iowa
$3.06M +$146K +1,492 +5%
DCM
685
Donaldson Capital Management
Indiana
$3.06M -$1.59M -16,270 -34%
WC
686
Whitney & Co
New York
$3.04M +$2.4M +24,544 +379%
AWM
687
Accurate Wealth Management
Florida
$3.03M -$2.81M -28,677 -48%
KIG
688
Kowal Investment Group
Wisconsin
$3.02M +$28.1K +287 +0.9%
SIA
689
Soltis Investment Advisors
Utah
$3.02M +$349K +3,564 +13%
MNBTD
690
Moody National Bank Trust Division
Texas
$2.97M +$300K +3,058 +11%
HTC
691
Haverford Trust Company
Pennsylvania
$2.94M -$4.99M -50,979 -63%
MLFP
692
MPS Loria Financial Planners
Illinois
$2.93M +$15.9K +162 +0.5%
FA
693
Fagan Associates
New York
$2.88M -$4.9K -50 -0.2%
BG
694
Benedetti & Gucer
Georgia
$2.86M +$1.35M +13,822 +90%
CIAS
695
CFS Investment Advisory Services
New Jersey
$2.85M +$115K +1,178 +4%
OCM
696
One Capital Management
California
$2.84M -$580K -5,920 -17%
SF
697
Summit Financial
New Jersey
$2.84M +$466K +4,757 +20%
IHL
698
Investment House LLC
California
$2.84M +$2.84M +28,989 New
HCM
699
Hollencrest Capital Management
California
$2.84M +$106K +1,079 +4%
AIA
700
Alera Investment Advisors
Illinois
$2.8M +$25.3K +258 +0.9%
26 27
28
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