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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 %
SFG
901
Sowa Financial Group
Rhode Island
$1.36M +$311K +3,175 +30%
WP
902
WealthSource Partners
California
$1.36M +$10.6K +108 +0.8%
AFO
903
Arrowroot Family Office
California
$1.36M +$1.36M +13,838 New
TWP
904
Total Wealth Planning
Ohio
$1.34M – – –
WWM
905
Western Wealth Management
Colorado
$1.34M +$44.7K +456 +3%
CA
906
CGN Advisors
Kansas
$1.33M +$2.74K +28 +0.2%
ACA
907
Anchor Capital Advisors
Massachusetts
$1.33M -$17.6K -180 -1%
SB
908
Strategic Blueprint
Georgia
$1.33M -$506K -5,167 -28%
FWI
909
Facet Wealth Inc
Maryland
$1.32M -$21.5M -223,078 -94%
IAIM
910
International Assets Investment Management
Florida
$1.32M -$5.09K -52 -0.4%
CPRC
911
Consolidated Portfolio Review Corp
New York
$1.32M +$73K +745 +6%
ACM
912
AUA Capital Management
Pennsylvania
$1.31M -$138K -1,413 -10%
WGCA
913
Wolf Group Capital Advisors
Virginia
$1.31M -$19.2K -195 -1%
LJAC
914
L.J. Altfest & Co
New York
$1.29M -$278K -2,841 -18%
ZCM
915
Ziegler Capital Management
Illinois
$1.29M – – –
WFA
916
WestHill Financial Advisors
California
$1.29M +$31.8K +325 +3%
RTL
917
Red Tortoise LLC
Georgia
$1.28M +$3.33K +34 +0.3%
RWM
918
RBA Wealth Management
California
$1.27M +$57.7K +589 +5%
GT
919
Glenview Trust
Kentucky
$1.27M -$722K -7,376 -36%
RCAG
920
Rehmann Capital Advisory Group
Michigan
$1.27M -$92K -939 -7%
TC
921
TownSquare Capital
Utah
$1.27M +$209K +2,131 +20%
WIA
922
World Investment Advisors
California
$1.27M +$209K +2,137 +20%
TIM
923
Total Investment Management
Arizona
$1.26M +$72.3K +738 +6%
CWM
924
Curi Wealth Management
North Carolina
$1.25M +$46K +470 +4%
AC
925
Apella Capital
Connecticut
$1.24M +$1.24M +12,700 New
35 36
37
38 39