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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 %
HCM
701
Hollencrest Capital Management
California
$2.7M -$27.3K -290 -1%
PTC
702
Private Trust Company
Ohio
$2.68M +$1.2M +12,756 +81%
SW
703
SlateStone Wealth
Florida
$2.68M +$40K +425 +2%
GIA
704
Gladstone Institutional Advisory
Florida
$2.64M +$86.7K +922 +3%
AWA
705
Arete Wealth Advisors
Illinois
$2.63M -$10.4M -110,162 -80%
National Bank of Canada
706
National Bank of Canada
Quebec, Canada
$2.62M -$39.4M -422,521 -94%
FFL
707
Financial Freedom LLC
Ohio
$2.62M +$9.59K +102 +0.4%
FCI
708
Financial Counselors Inc
Kansas
$2.61M +$2.61M +27,760 New
MWM
709
MorganRosel Wealth Management
Colorado
$2.61M +$28.1K +299 +1%
DIP
710
DT Investment Partners
Pennsylvania
$2.61M -$659K -7,005 -20%
DCM
711
Donaldson Capital Management
Indiana
$2.58M -$352K -3,742 -12%
TF
712
Trek Financial
Arizona
$2.56M -$23.3K -248 -0.9%
SW
713
SVB Wealth
Massachusetts
$2.55M +$1.02M +10,868 +67%
CWM
714
Cahill Wealth Management
Michigan
$2.54M -$48.5K -516 -2%
EW
715
Evoke Wealth
California
$2.54M +$920K +9,788 +57%
FFP
716
FourThought Financial Partners
Florida
$2.53M -$1.37M -14,556 -35%
MSAGDF
717
Moneda SA Administradora General de Fondos
Chile
$2.53M +$978K +10,402 +63%
WMA
718
Wealth Management Associates
New Jersey
$2.52M +$20.2K +215 +0.8%
CCM
719
Coldstream Capital Management
Washington
$2.51M +$962K +10,228 +62%
CWA
720
Canvas Wealth Advisors
Kansas
$2.51M +$239K +2,596 +11%
WFA
721
Wells Financial Advisors
Massachusetts
$2.51M -$23.8K -253 -0.9%
KA
722
Kovack Advisors
Florida
$2.5M +$1.75M +18,579 +232%
GFP
723
Gryphon Financial Partners
Ohio
$2.5M -$12.2K -130 -0.5%
AF
724
Affiance Financial
Minnesota
$2.49M +$527K +5,605 +27%
TPWA
725
TRUE Private Wealth Advisors
Oregon
$2.49M -$29.7M -315,308 -92%
27 28
29
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