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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 %
KBFS
826
Kohmann Bosshard Financial Services
Ohio
$1.65M -$254K -2,706 -13%
BCP
827
Blue Chip Partners
Michigan
$1.65M +$69.7K +741 +4%
SWM
828
Stockman Wealth Management
Montana
$1.65M +$846K +8,992 +105%
RGF
829
Retirement Guys Formula
Ohio
$1.65M -$65.8K -700 -4%
PA
830
Pinnacle Associates
New York
$1.64M +$304K +3,230 +23%
H
831
HoyleCohen
California
$1.64M +$463K +4,920 +39%
BAM
832
BOS Asset Management
Illinois
$1.64M +$1.64M +17,396 New
VAG
833
VisionPoint Advisory Group
Texas
$1.63M +$1.63M +17,328 +46,832%
ACA
834
Aptus Capital Advisors
Alabama
$1.63M +$301K +3,203 +23%
CAS
835
Coppell Advisory Solutions
Texas
$1.62M -$421K -4,337 -21%
NFP
836
Narus Financial Partners
Utah
$1.61M +$190K +2,016 +13%
GA
837
Gateway Advisory
New Jersey
$1.61M +$74K +787 +5%
DWA
838
Delos Wealth Advisors
Texas
$1.61M -$43.1K -445 -3%
HWM
839
HB Wealth Management
Georgia
$1.6M +$167K +1,773 +12%
P
840
Pitcairn
Pennsylvania
$1.6M -$1.68M -17,864 -51%
CT
841
Coastline Trust
Rhode Island
$1.6M +$1.25M +13,316 +363%
AWP
842
Ascent Wealth Partners
New York
$1.6M -$89.2K -949 -5%
WDG
843
Wealth Dimensions Group
Ohio
$1.59M +$187K +1,993 +13%
DPI
844
Diversified Portfolios Inc
Michigan
$1.59M -$2.05M -21,850 -56%
IA
845
IFG Advisory
Georgia
$1.58M +$1.58M +16,760 New
WF
846
Wayfinding Financial
Washington
$1.57M -$61K -653 -4%
I
847
INVST
Indiana
$1.57M +$988K +10,505 +170%
GSWM
848
Greenup Street Wealth Management
Michigan
$1.56M -$38.7K -411 -2%
CPCM
849
Cardinal Point Capital Management
Ontario, Canada
$1.56M – – –
AFG
850
Atomi Financial Group
New York
$1.56M +$826K +8,788 +113%
32 33
34
35 36