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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 %
BCM
851
Bowie Capital Management
Texas
$1.62M – – –
AWA
852
Aletheian Wealth Advisors
Washington
$1.62M +$601K +6,140 +59%
Kayne Anderson Rudnick Investment Management
853
Kayne Anderson Rudnick Investment Management
California
$1.61M +$69.5K +709 +4%
MSAGDF
854
Moneda SA Administradora General de Fondos
Chile
$1.61M +$334K +3,405 +26%
BI
855
Ballast Inc
Kentucky
$1.61M +$23.2K +237 +1%
W
856
WealthOne
New York
$1.6M +$35K +357 +2%
GA
857
Gateway Advisory
New Jersey
$1.6M +$15K +153 +0.9%
TWM
858
Tolleson Wealth Management
Texas
$1.6M +$47.3K +483 +3%
SW
859
SVB Wealth
Massachusetts
$1.59M -$5.09M -51,954 -76%
MFG
860
Merit Financial Group
Georgia
$1.57M +$319K +3,256 +26%
PFO
861
Pathstone Family Office
New Jersey
$1.56M +$253K +2,585 +19%
DCC
862
Dow Chemical Company
Michigan
$1.56M – – –
BF
863
Blankinship & Foster
California
$1.55M +$3.72K +38 +0.2%
APWA
864
Atlas Private Wealth Advisors
New Jersey
$1.55M +$652K +6,656 +73%
PTC
865
Private Trust Company
Ohio
$1.54M +$409K +4,175 +36%
ECM
866
Evergreen Capital Management
Washington
$1.53M +$1.07M +10,882 +227%
ATWA
867
Arbor Trust Wealth Advisors
Michigan
$1.52M +$1.52M +15,562 New
TAM
868
Titleist Asset Management
Texas
$1.5M -$70.8K -723 -5%
SHFA
869
SC&H Financial Advisors
Maryland
$1.49M +$78.3K +799 +6%
HWM
870
HB Wealth Management
Georgia
$1.49M -$229K -2,337 -13%
TFGT
871
TS Financial Group (TSFG)
Illinois
$1.49M +$24K +245 +2%
EP
872
Eudaimonia Partners
Tennessee
$1.49M -$758K -7,739 -34%
AWM
873
Avior Wealth Management
Nebraska
$1.49M +$44.5K +457 +3%
GA
874
GFS Advisors
Texas
$1.48M -$103K -1,050 -6%
NFP
875
Narus Financial Partners
Utah
$1.48M -$19.3K -197 -1%
33 34
35
36 37