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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.

Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.65%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.91%
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
1
Raymond James & Associates
Florida
$5.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.78B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.04B
4
BlackRock
4
BlackRock
New York
$4.25B
5
USAA
5
United Services Automobile Association
Texas
$305M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Jane Street
2
Jane Street
New York
$213K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.41B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$44M
5
IAIM
5
Industrial Alliance Investment Management
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$118M 1,202,648 -36,686 -3%
DWM
77
Destination Wealth Management
California
$116M 1,185,970 +27,701 +2%
RA
78
Rational Advisors
New York
$111M 1,132,793 -21,369 -2%
Lido Advisors
79
Lido Advisors
California
$111M 1,128,491 +6,573 +0.6%
MML Investors Services
80
MML Investors Services
Massachusetts
$98.6M 1,007,128 +22,237 +2%
Sumitomo Mitsui Trust Group
81
Sumitomo Mitsui Trust Group
Japan
$97.2M 992,594 – –
MSA
82
Mason Street Advisors
Wisconsin
$95M 969,400 +343,800 +55%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$92.4M 938,187 -83,691 -8%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$89.7M 915,596 +11,432 +1%
OC
85
Oakworth Capital
Alabama
$88.1M 899,513 -6,547 -0.7%
CAN
86
Cetera Advisor Networks
California
$87.7M 897,500 -536 -0.1%
KeyBank National Association
87
KeyBank National Association
Ohio
$86.8M 886,491 -33,745 -4%
FMI
88
Factory Mutual Insurance
Massachusetts
$86.3M 880,976 +509,076 +137%
DC
89
Deere & Company
Illinois
$85.3M 870,497 -101,765 -10%
HighTower Advisors
90
HighTower Advisors
Illinois
$84.6M 863,691 +100,185 +13%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$84.4M 862,173 +6,858 +0.8%
Fisher Asset Management
92
Fisher Asset Management
Washington
$82.4M 840,736 +51,252 +6%
STA
93
Summit Trail Advisors
New York
$81.2M 829,297 +523,475 +171%
IGAM
94
iA Global Asset Management
Quebec, Canada
$80.6M 822,451 +822,451 New
B
95
Barings
North Carolina
$78M 796,596 +34,473 +5%
OMC
96
Old Mission Capital
Illinois
$75.8M 773,701 +773,701 New
R
97
Rebalance
California
$73.1M 746,476 +209,682 +39%
PCIA
98
Prime Capital Investment Advisors
Kansas
$73M 745,361 +261,514 +54%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$72.8M 743,185 +42,367 +6%
SCP
100
Stamos Capital Partners
California
$72.5M 740,110 -1,090 -0.1%
2 3
4
5 6