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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 %
WF
1001
Warner Financial
Maryland
$878K +$11.4K +121 +1%
PCA
1002
Providence Capital Advisors
North Carolina
$877K +$47.4K +504 +6%
FCA
1003
FinTrust Capital Advisors
South Carolina
$876K +$734K +7,806 +516%
SCM
1004
Spreng Capital Management
Ohio
$874K +$874K +9,290 New
FAM
1005
Family Asset Management
South Carolina
$871K +$159K +1,692 +22%
WAM
1006
WNY Asset Management
New York
$870K +$176K +1,867 +25%
LAM
1007
LifePro Asset Management
California
$863K +$411K +4,367 +91%
SCM
1008
Seascape Capital Management
New Hampshire
$862K -$5.45K -58 -0.6%
EIP
1009
Ellis Investment Partners
Pennsylvania
$858K +$102K +1,083 +13%
IC
1010
Inscription Capital
Texas
$856K +$8.28K +88 +1%
JIP
1011
Jaffetilchin Investment Partners
Florida
$846K +$93.9K +999 +12%
BAAM
1012
Baker Avenue Asset Management
California
$845K -$64K -681 -7%
MYIA
1013
Mount Yale Investment Advisors
Colorado
$844K -$1.98K -21 -0.2%
Qube Research & Technologies (QRT)
1014
Qube Research & Technologies (QRT)
United Kingdom
$844K +$457K +4,857 +118%
LA
1015
Latitude Advisors
Florida
$843K +$123K +1,313 +17%
ACM
1016
AlphaStar Capital Management
North Carolina
$842K -$217K -2,309 -20%
SIC
1017
Salem Investment Counselors
North Carolina
$841K +$801K +8,516 +1,976%
BOSSRA
1018
B.O.S.S. Retirement Advisors
Utah
$826K +$81.3K +864 +11%
RIA
1019
Realta Investment Advisors
Delaware
$824K -$38.3K -391 -4%
CAM
1020
Cidel Asset Management
Ontario, Canada
$819K -$809K -8,258 Closed
BWP
1021
Bernardo Wealth Planning
Pennsylvania
$812K +$25.9K +275 +3%
HWA
1022
HHM Wealth Advisors
Tennessee
$810K +$294K +3,122 +57%
CA
1023
CoreCap Advisors
Michigan
$807K +$43.3K +460 +6%
MSK
1024
Melissa S. Kampmann
$802K +$802K +8,526 New
BFEC
1025
Benjamin F. Edwards & Company
Missouri
$801K +$43K +457 +6%
39 40
41
42 43