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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 %
BFC
851
Blue Fin Capital
Rhode Island
$1.56M -$6.02K -64 -0.4%
SA
852
Strategic Advocates
Utah
$1.56M +$1.56M +16,544 New
RJTCONH
853
Raymond James Trust Company of New Hampshire
New Hampshire
$1.55M -$27.6K -294 -2%
LNWTC
854
Laird Norton Wetherby Trust Company
Washington
$1.55M -$119K -1,264 -7%
BCM
855
Bowie Capital Management
Texas
$1.55M – – –
KWMG
856
King Wealth Management Group
Florida
$1.55M -$115K -1,227 -7%
MWM
857
Mission Wealth Management
California
$1.53M -$746K -7,928 -33%
AWA
858
Aletheian Wealth Advisors
Washington
$1.53M -$20.8K -221 -1%
MAS
859
Madden Advisory Services
Florida
$1.53M -$585K -6,219 -28%
SHFA
860
SC&H Financial Advisors
Maryland
$1.52M +$88K +936 +6%
MIC
861
Means Investment Company
Maine
$1.52M -$49.7K -529 -3%
AWM
862
Avior Wealth Management
Nebraska
$1.51M +$85.6K +916 +6%
BI
863
Ballast Inc
Kentucky
$1.51M -$34.9K -371 -2%
CPRC
864
Consolidated Portfolio Review Corp
New York
$1.5M +$240K +2,553 +19%
DCC
865
Dow Chemical Company
Michigan
$1.5M – – –
BF
866
Blankinship & Foster
California
$1.5M +$3.86K +41 +0.3%
TIM
867
Total Investment Management
Arizona
$1.49M +$279K +2,967 +23%
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$1.49M +$73.3K +779 +5%
AAS
869
Annex Advisory Services
Wisconsin
$1.49M +$156K +1,663 +12%
SXL
870
Summit X LLC
Missouri
$1.48M -$447K -4,751 -23%
GBT
871
Grove Bank & Trust
Florida
$1.47M +$86.4K +919 +6%
ZF
872
Zhang Financial
Michigan
$1.45M -$182K -1,936 -11%
IP
873
Ignite Planners
California
$1.45M +$40.2K +432 +3%
JWBC
874
John W. Brooker & Co
California
$1.45M -$270K -2,867 -16%
SS
875
Sound Stewardship
Kansas
$1.45M -$162K -1,724 -10%
33 34
35
36 37