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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 %
KWMG
826
King Wealth Management Group
Florida
$1.74M -$34.7K -354 -2%
GSEP
827
Golden State Equity Partners
California
$1.74M +$205K +2,096 +13%
WI
828
Wintrust Investments
Illinois
$1.73M +$1.73M +17,669 New
RW
829
REDW Wealth
New Mexico
$1.71M -$133K -1,359 -7%
WF
830
Wayfinding Financial
Washington
$1.71M -$475K -4,871 -22%
ZF
831
Zhang Financial
Michigan
$1.7M -$148K -1,507 -8%
EWA
832
EverSource Wealth Advisors
Alabama
$1.7M +$569K +5,811 +50%
PMG
833
ProVise Management Group
Florida
$1.69M +$1.69M +17,284 New
MWM
834
Meridian Wealth Management
Kentucky
$1.69M -$541K -5,520 -24%
EW
835
Evoke Wealth
California
$1.69M – – –
MCM
836
McKinley Capital Management
Alaska
$1.68M – – –
SS
837
Sound Stewardship
Kansas
$1.68M -$2.35K -24 -0.1%
DC
838
Davenport & Co
Virginia
$1.67M -$54.4K -555 -3%
GSWM
839
Greenup Street Wealth Management
Michigan
$1.67M +$33.5K +342 +2%
DWA
840
Delos Wealth Advisors
Texas
$1.67M +$4.11K +42 +0.2%
OCM
841
Objective Capital Management
Ohio
$1.66M -$73.7K -752 -4%
BCP
842
Blue Chip Partners
Michigan
$1.65M +$13.5K +138 +0.8%
RJTCONH
843
Raymond James Trust Company of New Hampshire
New Hampshire
$1.65M +$106K +1,083 +7%
PWW
844
Pettyjohn Wood & White
Virginia
$1.64M +$333K +3,400 +25%
MIC
845
Means Investment Company
Maine
$1.64M +$352K +3,598 +27%
BFC
846
Blue Fin Capital
Rhode Island
$1.63M – – –
OP
847
ORG Partners
Indiana
$1.63M +$1.63M +16,635 New
CPCM
848
Cardinal Point Capital Management
Ontario, Canada
$1.63M -$248K -2,536 -13%
ATC
849
Argent Trust Co
Tennessee
$1.62M -$184K -1,880 -10%
CCM
850
Coldstream Capital Management
Washington
$1.62M +$284K +2,904 +21%
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