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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 %
ACM
701
Alamar Capital Management
California
$2.8M -$2.35K -24 -0.1%
PFP
702
Pinnacle Financial Partners
Tennessee
$2.78M +$119K +1,219 +4%
EW
703
Element Wealth
Mississippi
$2.77M +$298K +3,047 +12%
First Trust Advisors
704
First Trust Advisors
Illinois
$2.76M -$139K -1,421 -5%
HSA
705
HBK Sorce Advisory
Pennsylvania
$2.76M +$472K +4,817 +21%
SW
706
SlateStone Wealth
Florida
$2.75M -$9.79K -100 -0.4%
APWM
707
Atlas Private Wealth Management
New York
$2.73M +$624K +6,374 +30%
FFL
708
Financial Freedom LLC
Ohio
$2.72M -$33.2K -339 -1%
HKIM
709
Hayek Kallen Investment Management
Alabama
$2.71M +$490 +5 +0%
MA
710
Modus Advisors
Minnesota
$2.71M +$180K +1,839 +7%
CWM
711
Cahill Wealth Management
Michigan
$2.7M +$288K +2,943 +12%
BFA
712
Bluestem Financial Advisors
Illinois
$2.69M -$1.1M -11,234 -29%
TF
713
Trek Financial
Arizona
$2.69M +$1.39M +14,206 +107%
MWM
714
MorganRosel Wealth Management
Colorado
$2.69M +$138K +1,409 +5%
D
715
Dentgroup
Louisiana
$2.67M +$269K +2,751 +11%
SI
716
Saxon Interests
Texas
$2.67M +$279K +2,849 +12%
GIA
717
Gladstone Institutional Advisory
Florida
$2.66M +$59.2K +604 +2%
ACM
718
Arlington Capital Management
Illinois
$2.66M +$126K +1,285 +5%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$2.65M +$138K +1,413 +6%
MCC
720
Money Concepts Capital
Florida
$2.65M -$11.8M -120,930 -82%
WFA
721
Wells Financial Advisors
Massachusetts
$2.64M +$1.76M +17,919 +199%
BIA
722
Bigelow Investment Advisors
Maine
$2.62M +$2.62M +26,782 New
SCP
723
Syntal Capital Partners
Texas
$2.62M -$20.9K -213 -0.8%
GFP
724
Gryphon Financial Partners
Ohio
$2.62M +$73.2K +747 +3%
TFA
725
Tobias Financial Advisors
Florida
$2.61M +$268K +2,731 +11%
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