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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.

Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.65%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.91%
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
1
Raymond James & Associates
Florida
$5.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.78B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.04B
4
BlackRock
4
BlackRock
New York
$4.25B
5
USAA
5
United Services Automobile Association
Texas
$305M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Jane Street
2
Jane Street
New York
$213K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.41B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$44M
5
IAIM
5
Industrial Alliance Investment Management
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
51
Blue Trust Inc
Georgia
$201M 2,014,979 +16,109 +0.8%
AllianceBernstein
52
AllianceBernstein
Tennessee
$198M 2,024,316 +236,571 +13%
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$190M 1,942,183 +464 +0%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$188M 1,919,805 +238,024 +14%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$186M 1,898,247 -9,922 -0.5%
SFA
56
Sequoia Financial Advisors
Ohio
$183M 1,868,097 +46,148 +3%
GH
57
Geisinger Health
Pennsylvania
$169M 1,725,551 -241,710 -12%
SP
58
Stairway Partners
Illinois
$168M 1,715,034 +30,467 +2%
UCFA
59
United Capital Financial Advisors
Texas
$164M 1,675,600 -83,274 -5%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M 1,624,774 +569,851 +54%
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$148M 1,512,700 +19,000 +1%
DCM
62
Disciplina Capital Management
Tennessee
$145M 1,478,557 +772,164 +109%
CAAS
63
Capital Asset Advisory Services
Michigan
$140M 1,424,899 +43,968 +3%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$138M 1,413,455 – –
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$137M 1,401,432 +333 +0%
VIA
66
Vantagepoint Investment Advisers
District of Columbia
$137M 1,395,872 -143,450 -9%
JHCM
67
Juniper Hill Capital Management
California
$136M 1,385,195 – –
EEP
68
Edgehill Endowment Partners
Connecticut
$134M 1,371,389 +980,469 +251%
MCCA
69
Mill Creek Capital Advisors
Pennsylvania
$131M 1,335,706 +227,340 +21%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$130M 1,326,937 +36,030 +3%
CWM
71
Cahaba Wealth Management
Georgia
$126M 1,286,317 +24,424 +2%
OWM
72
Orgel Wealth Management
Wisconsin
$121M 1,237,818 -64,002 -5%
CST
73
Charles Schwab Trust
Nevada
$119M 1,211,863 -39,154 -3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$119M 1,209,803 +166,465 +16%
AssetMark Inc
75
AssetMark Inc
California
$118M 1,203,369 +44,136 +4%
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