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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 %
AM
801
Atwater Malick
Pennsylvania
$1.77M -$166K -1,764 -9%
PWW
802
Pettyjohn Wood & White
Virginia
$1.77M +$198K +2,110 +13%
DWP
803
Daymark Wealth Partners
Ohio
$1.77M +$832K +8,851 +89%
PAMG
804
Patton Albertson Miller Group
Tennessee
$1.76M -$653K -6,949 -27%
BCM
805
Becker Capital Management
Oregon
$1.75M -$66.3K -705 -4%
Kayne Anderson Rudnick Investment Management
806
Kayne Anderson Rudnick Investment Management
California
$1.75M +$203K +2,157 +13%
WC
807
Wexford Capital
Florida
$1.75M +$1.75M +18,582 New
TSW
808
Thompson Siegel & Walmsley
Virginia
$1.75M -$23K -245 -1%
AI
809
Auour Investments
Massachusetts
$1.74M -$22.8K -244 -1%
Bessemer Group
810
Bessemer Group
New Jersey
$1.74M -$1.83M -19,456 -51%
PP
811
Prosperity Planning
Missouri
$1.72M -$1.76M – –
UAS
812
United Asset Strategies
New York
$1.72M +$30.2K +321 +2%
ANBT
813
American National Bank & Trust
Texas
$1.71M +$1.17M +12,430 +214%
PO
814
Private Ocean
California
$1.71M -$1.4M -14,890 -45%
AW
815
Avion Wealth
Texas
$1.69M -$3.85K -41 -0.2%
CB
816
Centennial Bank
Arkansas
$1.69M -$37.3K -397 -2%
SSWM
817
Sheets Smith Wealth Management
North Carolina
$1.68M +$5.17K +55 +0.3%
PWG
818
Private Wealth Group
Florida
$1.68M – – –
SC
819
Stephens Consulting
Michigan
$1.68M +$355K +3,780 +27%
SAM
820
Summit Asset Management
Tennessee
$1.68M -$16.5K -175 -1%
WWM
821
Western Wealth Management
Colorado
$1.68M +$391K +4,157 +30%
GM
822
GeoWealth Management
Illinois
$1.68M -$633K -6,732 -27%
GSEP
823
Golden State Equity Partners
California
$1.67M +$6.96K +74 +0.4%
ERWM
824
Elk River Wealth Management
Colorado
$1.67M -$189K -2,012 -10%
RW
825
REDW Wealth
New Mexico
$1.66M +$12.7K +135 +0.8%
31 32
33
34 35