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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 %
GPA
951
Garrison Point Advisors
California
$1.14M -$18.3K -187 -2%
VCM
952
Virtue Capital Management
Tennessee
$1.13M -$341K -3,510 -23%
RFG
953
Range Financial Group
Oregon
$1.11M +$214K +2,186 +24%
ACM
954
AlphaStar Capital Management
North Carolina
$1.1M -$1.74M -17,794 -61%
PIA
955
Perennial Investment Advisors
California
$1.09M +$412K +4,207 +61%
SA
956
Shilanski & Associates
Alaska
$1.09M +$1.67K +17 +0.2%
BCM
957
BTC Capital Management
Iowa
$1.08M -$121K -1,232 -10%
RCM
958
Rivernorth Capital Management
Florida
$1.07M -$1.03M -10,500 -49%
FCP
959
Fidelis Capital Partners
Florida
$1.07M +$1.07M +10,974 New
PFG
960
Pacific Financial Group
Washington
$1.07M -$9.7K -99 -0.9%
SFG
961
Sage Financial Group
Pennsylvania
$1.07M +$435K +4,445 +69%
TTWM
962
TCV Trust & Wealth Management
Virginia
$1.07M – – –
VFG
963
V2 Financial group
Illinois
$1.07M -$979 -10 -0.1%
SMDAM
964
Sumitomo Mitsui DS Asset Management
Japan
$1.06M -$7.84K -80 -0.7%
FLA
965
Financial Life Advisors
Texas
$1.06M -$59.1K -603 -5%
TA
966
Tiedemann Advisors
New York
$1.06M -$64.4K -657 -6%
PWA
967
Physician Wealth Advisors
Utah
$1.06M +$14.6K +150 +1%
GSC
968
Ground Swell Capital
South Carolina
$1.05M +$456K +4,660 +76%
W
969
WPWealth
Texas
$1.05M -$181K -1,852 -15%
CA
970
Claro Advisors
Massachusetts
$1.05M +$232K +2,373 +28%
NWM
971
NEIRG Wealth Management
Massachusetts
$1.04M +$98.2K +1,003 +10%
GF
972
Gries Financial
Ohio
$1.04M -$13.3K -136 -1%
PRWA
973
Platte River Wealth Advisors
Colorado
$1.03M +$1.03M +10,490 New
LC
974
LCNB Corp
Ohio
$1.02M -$136K -1,393 -12%
FC
975
Financial Consulate
Maryland
$1.01M – – –
37 38
39
40 41