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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 %
GWM
876
GSB Wealth Management
Connecticut
$1.45M +$96.5K +1,026 +7%
TC
877
TownSquare Capital
Utah
$1.44M +$222K +2,366 +18%
TFGT
878
TS Financial Group (TSFG)
Illinois
$1.43M -$1.13K -12 -0.1%
JCM
879
Jacobi Capital Management
Pennsylvania
$1.41M +$8.56K +91 +0.6%
MFA
880
Mayflower Financial Advisors
Massachusetts
$1.4M -$335K -3,564 -19%
PA
881
Procyon Advisors
Connecticut
$1.4M -$625K -6,650 -31%
Neuberger Berman Group
882
Neuberger Berman Group
New York
$1.4M -$278K -2,954 -17%
WP
883
WealthSource Partners
California
$1.4M +$96.4K +1,025 +7%
CAGAS
884
Capital Advisory Group Advisory Services
Minnesota
$1.39M +$26.8K +285 +2%
AIS
885
American Investment Services
Massachusetts
$1.38M +$30.7K +326 +2%
DCS
886
Destiny Capital Securities
Colorado
$1.38M +$1.38M +14,623 New
EF
887
Empowered Funds
Pennsylvania
$1.37M -$551K -5,880 -29%
ECM
888
Evergreen Capital Management
Washington
$1.37M -$103K -1,100 -7%
BMCM
889
Bryn Mawr Capital Management
Pennsylvania
$1.35M +$781K +8,302 +137%
WFA
890
WestHill Financial Advisors
California
$1.35M +$112K +1,193 +9%
RIM
891
Rockbridge Investment Management
New York
$1.34M -$470 -5 -0%
S
892
SignatureFD
Georgia
$1.34M -$526K -5,591 -28%
ZCM
893
Ziegler Capital Management
Illinois
$1.33M +$97.4K +1,036 +8%
JFG
894
JMG Financial Group
Illinois
$1.33M +$193K +2,051 +17%
NEPWA
895
New England Private Wealth Advisors
Massachusetts
$1.33M +$4.42K +47 +0.3%
SIA
896
Schechter Investment Advisors
Michigan
$1.32M -$83.7K -890 -6%
CGA
897
Crescent Grove Advisors
Illinois
$1.32M -$32.4K -345 -2%
ACA
898
Ascension Capital Advisors
Texas
$1.32M – – –
IAIM
899
International Assets Investment Management
Florida
$1.31M +$48.7K +519 +4%
PWMG
900
Provence Wealth Management Group
California
$1.31M +$379K +4,032 +41%
34 35
36
37 38