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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 %
BFIC
726
Bedell Frazier Investment Counselling
California
$2.46M +$33.9K +360 +1%
ONB
727
Old National Bancorp
Indiana
$2.45M +$5.36K +57 +0.2%
HKIM
728
Hayek Kallen Investment Management
Alabama
$2.44M -$167K -1,775 -6%
CTWM
729
Cherry Tree Wealth Management
Minnesota
$2.42M +$189K +2,013 +8%
MA
730
Mosaic Advisors
Texas
$2.41M +$1.3M +13,778 +116%
DC
731
Davenport & Co
Virginia
$2.41M +$798K +8,489 +50%
CA
732
CGN Advisors
Kansas
$2.4M +$1.12M +11,943 +88%
BIA
733
Bigelow Investment Advisors
Maine
$2.4M -$117K -1,242 -5%
OCM
734
Objective Capital Management
Ohio
$2.4M +$804K +8,551 +50%
FIB
735
First Interstate Bank
Montana
$2.39M +$454K +4,833 +23%
APCM
736
Alaska Permanent Capital Management
Alaska
$2.38M – – –
TWC
737
TD Waterhouse Canada
Ontario, Canada
$2.38M +$541K +5,812 +29%
MM
738
Main Management
California
$2.37M -$90.9K -966 -4%
HSA
739
HBK Sorce Advisory
Pennsylvania
$2.35M -$294K -3,122 -11%
SIA
740
Soltis Investment Advisors
Utah
$2.35M -$547K -5,815 -19%
ATWA
741
Arbor Trust Wealth Advisors
Michigan
$2.34M +$877K +9,322 +60%
FTUS
742
Flow Traders U.S.
New York
$2.31M -$1.33M -14,118 -37%
CCA
743
Cobblestone Capital Advisors
New York
$2.31M -$861K -9,159 -27%
EW
744
Element Wealth
Mississippi
$2.31M -$351K -3,733 -13%
FPW
745
Flagship Private Wealth
Massachusetts
$2.3M -$139K -1,482 -6%
PCG
746
Prosperity Consulting Group
Maryland
$2.28M +$2.28M +24,287 New
CIS
747
Continental Investors Services
Washington
$2.27M -$2.17M -23,059 -49%
CWM
748
C2C Wealth Management
Arizona
$2.27M – – –
GL
749
Graypoint LLC
New York
$2.25M +$160K +1,698 +8%
AWG
750
Altus Wealth Group
Colorado
$2.23M +$298K +3,168 +15%
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