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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 %
SFO
1001
Stokes Family Office
Louisiana
$892K +$16.4K +167 +2%
Calamos Advisors
1002
Calamos Advisors
Illinois
$892K -$16.2K -165 -2%
BJL
1003
Brighton Jones LLC
Washington
$890K -$117K -1,194 -12%
IC
1004
Inscription Capital
Texas
$883K -$132K -1,345 -13%
MYIA
1005
Mount Yale Investment Advisors
Colorado
$882K – – –
RA
1006
Rise Advisors
New York
$878K -$21.3K -217 -2%
RBA
1007
Richard Bernstein Advisors
New York
$877K +$877K +8,952 New
CCB
1008
Country Club Bank
Missouri
$870K -$17.6K -180 -2%
IAG
1009
Investment Advisory Group
Massachusetts
$868K +$83K +847 +11%
BFA
1010
Beaumont Financial Advisors
Massachusetts
$868K +$46.2K +472 +6%
HDIM
1011
Hanson & Doremus Investment Management
Vermont
$865K -$53.5K -546 -6%
PCA
1012
Providence Capital Advisors
North Carolina
$864K -$29.1K -297 -3%
RIA
1013
Realta Investment Advisors
Delaware
$862K +$45.4K +464 +6%
PCA
1014
Prosperity Capital Advisors
Ohio
$859K +$859K +8,768 New
IIC
1015
Ironwood Investment Counsel
Arizona
$859K -$143K -1,460 -14%
SWA
1016
Strategies Wealth Advisors
Michigan
$852K +$159K +1,626 +23%
VFPI
1017
Vantage Financial Partners (Illinois)
Illinois
$843K +$1.96K +20 +0.2%
RT
1018
Rockland Trust
Massachusetts
$843K -$236K -2,412 -22%
GPA
1019
Guidance Point Advisors
Massachusetts
$841K -$231K -2,356 -22%
SWM
1020
Stockman Wealth Management
Montana
$837K +$55.5K +567 +7%
MA
1021
MCF Advisors
Kentucky
$834K +$38.4K +392 +5%
EWMCB
1022
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$833K +$468K +4,778 +128%
AMR
1023
Asset Management Resources
Massachusetts
$831K +$3.82K +39 +0.5%
CIBC Asset Management
1024
CIBC Asset Management
Ontario, Canada
$829K -$6.27K -64 -0.8%
DP
1025
Dearborn Partners
Illinois
$827K -$8.33K -85 -1%
39 40
41
42 43