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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 %
TA
726
Tactive Advisors
Florida
$2.61M +$679K +6,937 +35%
WMA
727
Wealth Management Associates
New Jersey
$2.6M +$11.2K +114 +0.4%
GMA
728
Glassy Mountain Advisors
Maryland
$2.58M +$2.58M +26,305 New
CANC
729
Culbertson A N & Co
Virginia
$2.57M -$19.6K -200 -0.8%
MM
730
Main Management
California
$2.56M +$68.5K +699 +3%
FPW
731
Flagship Private Wealth
Massachusetts
$2.55M -$40K -408 -2%
ONB
732
Old National Bancorp
Indiana
$2.54M -$526K -5,371 -17%
BFIC
733
Bedell Frazier Investment Counselling
California
$2.53M +$1.09M +11,154 +76%
1WM
734
1900 Wealth Management
Texas
$2.53M +$1.62M +16,533 +178%
PAMG
735
Patton Albertson Miller Group
Tennessee
$2.51M -$5.71M -58,283 -69%
BB
736
Busey Bank
Illinois
$2.49M -$9.8K -100 -0.4%
RL
737
Retireful LLC
Michigan
$2.48M +$890K +9,090 +56%
APCM
738
Alaska Permanent Capital Management
Alaska
$2.48M +$2.31M +23,632 +1,378%
MSWM
739
McGlone Suttner Wealth Management
Wisconsin
$2.43M +$2.43M +24,791 New
CWA
740
Canvas Wealth Advisors
Kansas
$2.41M -$892K -9,115 -27%
HH
741
Hilltop Holdings
Texas
$2.41M -$542K -5,531 -18%
GM
742
GeoWealth Management
Illinois
$2.41M +$2.38M +24,335 +11,266%
MFG
743
Mainsail Financial Group
Washington
$2.4M +$160K +1,630 +7%
CWM
744
C2C Wealth Management
Arizona
$2.39M -$3.73K -38 -0.2%
EA
745
Evergreen Advisors
Tennessee
$2.39M -$152K -1,556 -6%
MWM
746
Mission Wealth Management
California
$2.37M -$195K -1,992 -8%
RK
747
Rather & Kittrell
Tennessee
$2.35M -$163K -1,667 -7%
CTWM
748
Cherry Tree Wealth Management
Minnesota
$2.33M +$2.33M +23,770 New
CWA
749
Clearview Wealth Advisors
Oregon
$2.31M +$2.31M +23,582 New
SC
750
Schiavi & Co
Delaware
$2.3M – – –
28 29
30
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