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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 %
BAM
876
Belpointe Asset Management
Nevada
$1.48M -$289K -2,953 -16%
CSPIA
877
Cary Street Partners Investment Advisory
Virginia
$1.47M +$464K +4,736 +46%
WDG
878
Wealth Dimensions Group
Ohio
$1.47M +$1.57K +16 +0.1%
IP
879
Ignite Planners
California
$1.47M -$965 -10 -0.1%
SIA
880
Schechter Investment Advisors
Michigan
$1.46M +$46.9K +479 +3%
JCM
881
Jacobi Capital Management
Pennsylvania
$1.46M +$1.46M +14,952 New
GBT
882
Grove Bank & Trust
Florida
$1.44M +$77.7K +793 +6%
LPAM
883
Lodestar Private Asset Management
California
$1.44M -$77.8K -794 -5%
CAGAS
884
Capital Advisory Group Advisory Services
Minnesota
$1.42M +$126K +1,289 +10%
FLPIM
885
F.L. Putnam Investment Management
Massachusetts
$1.41M -$316K -3,224 -18%
CGA
886
Crescent Grove Advisors
Illinois
$1.41M -$240K -2,449 -15%
GWM
887
GSB Wealth Management
Connecticut
$1.41M -$92.1K -940 -6%
Deutsche Bank
888
Deutsche Bank
Germany
$1.41M -$294 -3 -0%
CCG
889
Cypress Capital Group
Florida
$1.4M +$20K +204 +1%
AIS
890
American Investment Services
Massachusetts
$1.4M +$1.06M +10,844 +311%
RIM
891
Rockbridge Investment Management
New York
$1.4M -$135K -1,382 -9%
PA
892
Pinnacle Associates
New York
$1.39M +$594K +6,065 +75%
AAS
893
Annex Advisory Services
Wisconsin
$1.39M -$163K -1,666 -11%
SC
894
Stephens Consulting
Michigan
$1.38M -$7.93K -81 -0.6%
ACA
895
Aptus Capital Advisors
Alabama
$1.38M -$34.9K -356 -2%
NEPWA
896
New England Private Wealth Advisors
Massachusetts
$1.38M +$27.4K +280 +2%
CI
897
Cambiar Investors
Colorado
$1.38M – – –
ACA
898
Ascension Capital Advisors
Texas
$1.37M – – –
SFG
899
Sovereign Financial Group
Connecticut
$1.37M -$303K -3,098 -18%
MSWMA
900
Market Street Wealth Management Advisors
Indiana
$1.37M -$92.3K -942 -6%
34 35
36
37 38