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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 %
WMA
801
West Michigan Advisors
Michigan
$1.88M +$388K +3,965 +26%
LFG
802
Larson Financial Group
Missouri
$1.88M +$16K +163 +0.9%
ECA
803
Elevated Capital Advisors
Utah
$1.88M -$226K -2,310 -11%
TC
804
Trilogy Capital
California
$1.87M +$50.8K +518 +3%
CAAM
805
Cornerstone Advisors Asset Management
Pennsylvania
$1.87M – – –
AI
806
Auour Investments
Massachusetts
$1.86M +$1.86M +18,942 New
RPSA
807
Richard P. Slaughter Associates
Texas
$1.85M +$99.4K +1,015 +6%
CSB
808
City State Bank
Iowa
$1.84M +$588K +5,998 +47%
TSW
809
Thompson Siegel & Walmsley
Virginia
$1.84M +$63.9K +652 +4%
NCG
810
Newport Capital Group
New Jersey
$1.84M +$1.84M +18,734 New
MFA
811
Mayflower Financial Advisors
Massachusetts
$1.81M -$177K -1,809 -9%
CWS
812
Cypress Wealth Services
California
$1.8M -$775K -7,903 -30%
CB
813
Centennial Bank
Arkansas
$1.8M -$404K -4,121 -18%
JWBC
814
John W. Brooker & Co
California
$1.79M +$1.67K +17 +0.1%
RGF
815
Retirement Guys Formula
Ohio
$1.78M +$235K +2,401 +15%
AW
816
Avion Wealth
Texas
$1.77M -$451K -4,608 -20%
SAM
817
Summit Asset Management
Tennessee
$1.76M +$31.3K +320 +2%
UAS
818
United Asset Strategies
New York
$1.76M -$99.7K -1,018 -5%
PP
819
Prosperity Planning
Missouri
$1.76M -$1.86M – –
AWP
820
Ascent Wealth Partners
New York
$1.76M +$162K +1,653 +10%
PWG
821
Private Wealth Group
Florida
$1.75M – – –
CCMI
822
Creative Capital Management Investments
California
$1.75M – – –
Neuberger Berman Group
823
Neuberger Berman Group
New York
$1.75M -$326K -3,325 -16%
SSWM
824
Sheets Smith Wealth Management
North Carolina
$1.75M +$139K +1,420 +9%
LNWTC
825
Laird Norton Wetherby Trust Company
Washington
$1.74M +$134K +1,363 +8%
31 32
33
34 35