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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 %
OAM
776
Occidental Asset Management
California
$2.03M -$67.2K -686 -3%
OPWM
777
Oxinas Partners Wealth Management
Indiana
$2.03M +$54.2K +553 +3%
AM
778
Atwater Malick
Pennsylvania
$2.02M +$44.5K +454 +2%
Retirement Systems of Alabama
779
Retirement Systems of Alabama
Alabama
$2.02M +$125K +1,276 +7%
BA
780
Bellwether Advisors
Nebraska
$2.02M -$113K -1,157 -5%
PI
781
PFS Investments
Georgia
$2.02M +$9.4K +96 +0.5%
FIB
782
First Interstate Bank
Montana
$2.02M -$937K -9,561 -32%
AWG
783
Altus Wealth Group
Colorado
$2.01M +$434K +4,430 +27%
SXL
784
Summit X LLC
Missouri
$2.01M +$70.9K +724 +4%
EF
785
Empowered Funds
Pennsylvania
$2M +$1.54M +15,752 +331%
EST
786
EA Series Trust
Pennsylvania
$2M +$2M +20,517 New
KBFS
787
Kohmann Bosshard Financial Services
Ohio
$1.99M -$57.8K -590 -3%
AIM
788
Acropolis Investment Management
Missouri
$1.98M -$71.8K -733 -3%
FH
789
FWG Holdings
Florida
$1.98M +$7.83K +81 +0.4%
WHG
790
Westwood Holdings Group
Texas
$1.97M -$75.1K -767 -4%
LRWA
791
Long Run Wealth Advisors
New York
$1.96M +$69.6K +711 +4%
S
792
SignatureFD
Georgia
$1.94M +$21.2K +216 +1%
ACP
793
Aviance Capital Partners
Florida
$1.94M -$133K -1,359 -6%
ERWM
794
Elk River Wealth Management
Colorado
$1.94M +$5.98K +61 +0.3%
TWC
795
TD Waterhouse Canada
Ontario, Canada
$1.93M +$1.12M +11,509 +140%
FAM
796
Frontier Asset Management
Wyoming
$1.92M -$2.07M -21,141 -52%
WWP
797
Waypoint Wealth Partners
California
$1.92M – – –
SMC
798
Smith, Moore & Co
Missouri
$1.91M +$80.5K +822 +4%
LIM
799
Leavell Investment Management
Alabama
$1.9M -$53.8K -549 -3%
BCM
800
Becker Capital Management
Oregon
$1.9M -$170K -1,732 -8%
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