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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 %
FGAM
901
Financial Gravity Asset Management
Texas
$1.31M +$1.23M +20,980 +1,655%
W
902
WealthOne
New York
$1.3M -$240K -2,553 -16%
T
903
TCWP
Ohio
$1.3M -$1.67M -17,785 -56%
GT
904
Glenview Trust
Kentucky
$1.3M +$75.6K +804 +6%
FSG
905
Financial Strategies Group
Michigan
$1.29M +$384K +4,149 +43%
TWP
906
Total Wealth Planning
Ohio
$1.28M -$7.52K -80 -0.6%
RWM
907
RBA Wealth Management
California
$1.28M +$60.1K +639 +5%
LJAC
908
L.J. Altfest & Co
New York
$1.28M +$45.4K +483 +4%
SB
909
Strategic Blueprint
Georgia
$1.28M +$7.81K +83 +0.6%
WIA
910
World Investment Advisors
California
$1.28M +$64.8K +689 +5%
SW
911
SteelPeak Wealth
California
$1.27M +$142K +1,512 +13%
ACA
912
Anchor Capital Advisors
Massachusetts
$1.26M -$16.5K -175 -1%
UCB
913
United Community Bank
South Carolina
$1.25M +$1.25M +13,307 New
FLPIM
914
F.L. Putnam Investment Management
Massachusetts
$1.25M -$106K -1,129 -8%
RTL
915
Red Tortoise LLC
Georgia
$1.24M +$9.97K +106 +0.8%
EP
916
Eudaimonia Partners
Tennessee
$1.23M -$199K -2,115 -14%
CWM
917
Curi Wealth Management
North Carolina
$1.22M +$27.5K +292 +2%
NFG
918
Nations Financial Group
Iowa
$1.22M +$55.2K +587 +5%
WS
919
Wedbush Securities
California
$1.22M +$56.1K +596 +5%
VFA
920
Voya Financial Advisors
Connecticut
$1.21M +$433K +4,599 +56%
CCG
921
Cypress Capital Group
Florida
$1.2M -$152K -1,615 -11%
LA
922
Lifeworks Advisors
Michigan
$1.19M +$649K +6,902 +119%
SCP
923
Syntal Capital Partners
Texas
$1.19M -$1.32M -14,049 -53%
VFA
924
Valeo Financial Advisors
Indiana
$1.19M +$76.7K +816 +7%
LPAM
925
Lodestar Private Asset Management
California
$1.18M -$197K -2,092 -14%
35 36
37
38 39