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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 %
BWP
1026
Bernardo Wealth Planning
Pennsylvania
$818K -$21.9K -224 -3%
IF
1027
Intrua Financial
Texas
$812K +$333K +3,404 +70%
CAM
1028
Cidel Asset Management
Ontario, Canada
$809K +$809K +8,258 New
VFA
1029
Voya Financial Advisors
Connecticut
$805K -$10.7K -110 -1%
IC
1030
IEQ Capital
California
$801K +$47.8K +488 +6%
WAL
1031
W Advisors LLC
Tennessee
$798K -$18.4K -188 -2%
CA
1032
CoreCap Advisors
Michigan
$795K +$795K +8,119 New
BFEC
1033
Benjamin F. Edwards & Company
Missouri
$790K +$48.2K +492 +6%
EIP
1034
Ellis Investment Partners
Pennsylvania
$787K +$1.96K +20 +0.2%
EPM
1035
Elm Partners Management
Pennsylvania
$787K +$59K +602 +8%
KA
1036
Kovack Advisors
Florida
$785K -$26.8K -274 -3%
JIP
1037
Jaffetilchin Investment Partners
Florida
$784K +$41.1K +420 +6%
WWM
1038
Windsor Wealth Management
Indiana
$783K +$205K +2,095 +36%
TCM
1039
Traynor Capital Management
Pennsylvania
$783K -$72.3K -738 -8%
MAM
1040
MMA Asset Management
Pennsylvania
$779K -$6.47K -66 -0.8%
RWM
1041
Ritholtz Wealth Management
New York
$778K +$341K +3,480 +78%
BOSSRA
1042
B.O.S.S. Retirement Advisors
Utah
$776K -$8.42K -86 -1%
SFS
1043
Summit Financial Strategies
Ohio
$768K -$20.5K -209 -3%
CWM
1044
Congress Wealth Management
Massachusetts
$763K -$37.2K -380 -5%
CIA
1045
Capital Investment Advisors
Georgia
$762K +$72.7K +742 +11%
AFG
1046
Atomi Financial Group
New York
$762K +$762K +7,775 New
EAM
1047
Evanson Asset Management
California
$757K +$431K +4,395 +132%
TF
1048
Tompkins Financial
New York
$749K – – –
LA
1049
Latitude Advisors
Florida
$749K +$329K +3,359 +78%
AIA
1050
Angeles Investment Advisors
California
$749K – – –
40 41
42
43 44