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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 %
ICG
976
InterOcean Capital Group
Tennessee
$1.01M +$676K +6,898 +204%
PB
977
Pinnacle Bancorp
Nebraska
$999K +$124K +1,265 +14%
AWM
978
Accel Wealth Management
Iowa
$997K +$528K +5,393 +113%
USB
979
Union Savings Bank
Connecticut
$996K +$996K +10,200 New
CBFP
980
Cedar Brook Financial Partners
Ohio
$992K -$225K -2,301 -19%
NP
981
Nilsine Partners
Colorado
$991K -$26.5K -271 -3%
PCMF
982
Private Capital Management (Florida)
Florida
$988K +$21.5K +219 +2%
PWP
983
Phillips Wealth Planners
Mississippi
$979K +$3.72K +38 +0.4%
IW
984
Imprint Wealth
South Carolina
$977K -$89.8K -917 -8%
NFW
985
Noble Family Wealth
Florida
$975K -$14.8K -151 -1%
DWP
986
Daymark Wealth Partners
Ohio
$974K -$95.8K -978 -9%
PWMG
987
Provence Wealth Management Group
California
$970K +$16.9K +173 +2%
FSG
988
Financial Strategies Group
Michigan
$956K -$113K -1,156 -11%
DC
989
Destiny Capital
Colorado
$956K +$649K +6,630 +212%
FA
990
Fountainhead AM
New Jersey
$953K +$88.2K +900 +10%
APW
991
Acima Private Wealth
Virginia
$947K -$50.6K -517 -5%
BFA
992
BMS Financial Advisors
South Dakota
$947K -$33.7K -344 -3%
BAAM
993
Baker Avenue Asset Management
California
$947K -$221K -2,253 -19%
SAM
994
Simplify Asset Management
Nevada
$944K +$334K +3,414 +55%
ASFA
995
All Season Financial Advisors
Colorado
$943K +$16.6K +169 +2%
FAG
996
Fortitude Advisory Group
Washington
$930K +$532K +5,427 +133%
Verition Fund Management
997
Verition Fund Management
Connecticut
$927K -$5.24M -53,485 -85%
MAWA
998
Moss Adams Wealth Advisors
Washington
$907K +$78.7K +803 +9%
SCM
999
Seascape Capital Management
New Hampshire
$904K – – –
WF
1000
Warner Financial
Maryland
$903K – – –
38 39
40
41 42