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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 %
CCMI
951
Creative Capital Management Investments
California
$1.07M -$606K -6,443 -36%
AC
952
ASB Consultores
Florida
$1.05M -$1.05M -11,180 -50%
TA
953
Tiedemann Advisors
New York
$1.05M +$29.2K +311 +3%
PWA
954
Physician Wealth Advisors
Utah
$1.04M +$26.2K +280 +3%
BCM
955
BTC Capital Management
Iowa
$1.04M – – –
RPSA
956
Richard P. Slaughter Associates
Texas
$1.03M -$745K -7,924 -42%
GF
957
Gries Financial
Ohio
$1.03M +$34.2K +364 +3%
VC
958
Veracity Capital
Georgia
$1.03M -$79.3K -843 -7%
PIA
959
Perennial Investment Advisors
California
$1.03M -$22.3K -237 -2%
TTWM
960
TCV Trust & Wealth Management
Virginia
$1.03M – – –
VFG
961
V2 Financial group
Illinois
$1.03M -$470 -5 -0%
AWM
962
Accel Wealth Management
Iowa
$1.02M +$66.9K +711 +7%
Barclays
963
Barclays
United Kingdom
$1.02M +$796K +8,464 +353%
FWA
964
FOCUS Wealth Advisors
Texas
$1.02M +$381K +4,054 +60%
UWM
965
USAdvisors Wealth Management
Minnesota
$1.01M -$121K -1,288 -11%
W
966
WPWealth
Texas
$1.01M – – –
PFG
967
Pacific Financial Group
Washington
$1.01M -$21.3K -227 -2%
EWA
968
EverSource Wealth Advisors
Alabama
$1.01M -$625K -6,642 -38%
FIA
969
Foundations Investment Advisors
Arizona
$1.01M -$12.8M -135,964 -93%
TAM
970
Titleist Asset Management
Texas
$1.01M -$435K -4,626 -30%
RAM
971
Riggs Asset Management
Pennsylvania
$1.01M +$905K +9,621 +903%
DI
972
DFPG Investments
Utah
$999K -$128K -1,363 -11%
PB
973
Pinnacle Bancorp
Nebraska
$997K +$37.4K +398 +4%
PRWA
974
Platte River Wealth Advisors
Colorado
$995K +$8.37K +89 +0.8%
CBFP
975
Cedar Brook Financial Partners
Ohio
$983K +$30.5K +324 +3%
37 38
39
40 41