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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 %
DTC
751
Davidson Trust Company
Washington
$2.29M +$208K +2,119 +10%
WSFS
752
Wilmington Savings Fund Society
Delaware
$2.25M +$168K +1,711 +8%
TL
753
Tradewinds LLC
North Carolina
$2.25M -$525K -5,361 -19%
RW
754
Rede Wealth
Virginia
$2.22M -$89.8K -917 -4%
MAS
755
Madden Advisory Services
Florida
$2.2M +$9.99K +102 +0.5%
FNWM
756
Financial Network Wealth Management
Utah
$2.2M -$74.7K -766 -3%
AC
757
ASB Consultores
Florida
$2.19M +$1.1M +11,180 +100%
FNBT
758
FineMark National Bank & Trust
Florida
$2.18M -$593K -6,058 -21%
GL
759
Graypoint LLC
New York
$2.18M +$1.29M +13,207 +147%
KPWG
760
KFA Private Wealth Group
Virginia
$2.17M +$245K +2,497 +13%
Koshinski Asset Management
761
Koshinski Asset Management
Illinois
$2.16M +$2.16M +22,056 New
WTC
762
WhitTier Trust Company
Nevada
$2.15M -$48.5K -495 -2%
TCB
763
Texas Capital Bancshares
Texas
$2.14M +$92.6K +945 +5%
TRCT
764
Tower Research Capital (TRC)
New York
$2.12M +$871K +8,889 +70%
PA
765
Procyon Advisors
Connecticut
$2.11M -$87.2K -890 -4%
SS
766
Simplicity Solutions
Minnesota
$2.11M -$2.74M -28,009 -57%
HIA
767
Harbor Investment Advisory
Maryland
$2.09M +$77.8K +794 +4%
HF
768
HRT Financial
New York
$2.08M -$542K -5,535 -21%
CFG
769
Carr Financial Group
Massachusetts
$2.07M +$487K +4,970 +31%
RWM
770
Revisor Wealth Management
Ohio
$2.06M +$89.9K +918 +5%
CAS
771
Coppell Advisory Solutions
Texas
$2.06M +$1.1M +11,257 +115%
MWM
772
McNaughton Wealth Management
California
$2.06M -$343K -3,502 -14%
FWM
773
Forza Wealth Management
Florida
$2.05M +$13.2K +135 +0.6%
CAM
774
Chandler Asset Management
California
$2.05M – – –
AF
775
Affiance Financial
Minnesota
$2.05M +$1.23M +12,558 +151%
29 30
31
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