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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 %
BEI
926
Benjamin Edwards Inc
Missouri
$1.24M +$56.6K +578 +5%
HA
927
HC Advisors
Georgia
$1.24M – – –
CG
928
CFO4Life Group
Texas
$1.24M -$563K -5,752 -31%
H
929
HoyleCohen
California
$1.23M +$86.2K +880 +8%
FNBOSM
930
First National Bank of South Miami
Florida
$1.22M -$43.5K -444 -3%
NFG
931
Nations Financial Group
Iowa
$1.22M +$305K +3,115 +33%
WS
932
Wedbush Securities
California
$1.21M -$54.6K -557 -4%
SEIA
933
Signature Estate & Investment Advisors
California
$1.21M -$1.66M -16,965 -58%
GTAM
934
Global Trust Asset Management
Florida
$1.21M +$588 +6 +0%
HCC
935
Hirtle Callaghan & Co
Pennsylvania
$1.19M -$4.9K -50 -0.4%
AIA
936
Affinity Investment Advisors
California
$1.18M – – –
DI
937
DFPG Investments
Utah
$1.18M -$542K -5,507 -31%
ISL
938
Ingalls & Snyder LLC
New York
$1.18M +$86.2K +880 +8%
JFG
939
JMG Financial Group
Illinois
$1.18M +$100K +1,021 +9%
PI
940
PineBridge Investments
New York
$1.18M -$34.3K -350 -3%
UWM
941
USAdvisors Wealth Management
Minnesota
$1.18M -$47.8K -488 -4%
SW
942
SteelPeak Wealth
California
$1.17M +$14.5K +148 +1%
BWA
943
BDO Wealth Advisors
Florida
$1.16M -$9.11K -93 -0.8%
MA
944
Mosaic Advisors
Texas
$1.16M -$41.9K -428 -3%
VFA
945
Valeo Financial Advisors
Indiana
$1.15M -$668K -6,815 -37%
IPW
946
Intergy Private Wealth
Colorado
$1.15M +$184K +1,881 +19%
VC
947
Veracity Capital
Georgia
$1.15M +$91.8K +937 +9%
CF
948
Clarity Financial
Texas
$1.15M +$1.15M +11,769 New
AFA
949
Atlas Financial Advisors
California
$1.15M -$15M -152,812 -93%
RPCA
950
Running Point Capital Advisors
California
$1.15M +$45.6K +466 +4%
36 37
38
39 40