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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 %
SFG
926
Sovereign Financial Group
Connecticut
$1.18M -$136K -1,443 -10%
JF
927
Jump Financial
Illinois
$1.18M -$2.3M -24,410 -66%
ACM
928
AUA Capital Management
Pennsylvania
$1.18M -$85.6K -910 -7%
RCAG
929
Rehmann Capital Advisory Group
Michigan
$1.17M -$44.1K -469 -4%
CA
930
Claro Advisors
Massachusetts
$1.17M +$165K +1,759 +16%
WGCA
931
Wolf Group Capital Advisors
Virginia
$1.17M -$75.8K -806 -6%
SFG
932
Sowa Financial Group
Rhode Island
$1.16M -$149K -1,584 -11%
CG
933
CFO4Life Group
Texas
$1.15M -$38.1K -405 -3%
RPCA
934
Running Point Capital Advisors
California
$1.15M +$49.6K +527 +5%
CWM
935
CIBC World Markets
New York
$1.15M +$1.15M +12,203 New
GA
936
GFS Advisors
Texas
$1.15M -$273K -2,904 -19%
BWAM
937
Boyd Watterson Asset Management
Ohio
$1.14M -$2.17M -23,038 -65%
CF
938
Clarity Financial
Texas
$1.14M +$31.7K +337 +3%
RFG
939
Range Financial Group
Oregon
$1.14M +$73.3K +779 +7%
VCM
940
Virtue Capital Management
Tennessee
$1.13M – – –
ISL
941
Ingalls & Snyder LLC
New York
$1.13M -$2.35K -25 -0.2%
PCMF
942
Private Capital Management (Florida)
Florida
$1.13M +$183K +1,947 +19%
AIA
943
Affinity Investment Advisors
California
$1.12M -$18.8K -200 -2%
PI
944
PineBridge Investments
New York
$1.11M -$23.5K -250 -2%
IPW
945
Intergy Private Wealth
Colorado
$1.1M -$4.51K -48 -0.4%
MFS
946
Madrona Financial Services
Washington
$1.1M +$746K +7,933 +212%
GPA
947
Garrison Point Advisors
California
$1.1M -$470 -5 -0%
KWA
948
Kingswood Wealth Advisors
California
$1.09M +$585K +6,219 +115%
LCWP
949
Legacy Capital Wealth Partners
Arkansas
$1.09M +$1.09M +11,590 New
GTAM
950
Global Trust Asset Management
Florida
$1.08M -$78.7K -837 -7%
36 37
38
39 40