AGG icon

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 %
MA
1026
MCF Advisors
Kentucky
$796K -$4.04K -43 -0.5%
DP
1027
Dearborn Partners
Illinois
$794K -$94 -1 -0%
PWMAG
1028
Pinnacle Wealth Management Advisory Group
New Jersey
$778K +$280K +2,980 +56%
IW
1029
Imprint Wealth
South Carolina
$777K -$161K -1,712 -17%
WP
1030
WealthPLAN Partners
Nebraska
$773K +$168K +1,782 +28%
VFIC
1031
Valley Forge Investment Consultants
Pennsylvania
$770K +$70.3K +748 +10%
PP
1032
Patron Partners
Texas
$769K +$55.6K +591 +8%
CIA
1033
Capital Investment Advisors
Georgia
$769K +$36.8K +391 +5%
CTA
1034
Colonial Trust Advisors
South Carolina
$768K +$133K +1,411 +21%
IAG
1035
Investment Advisory Group
Massachusetts
$766K -$67.2K -715 -8%
CIBC Asset Management
1036
CIBC Asset Management
Ontario, Canada
$763K -$32.9K -350 -4%
PIA
1037
Pinion Investment Advisors
Kansas
$758K +$199K +2,115 +36%
MAM
1038
MMA Asset Management
Pennsylvania
$751K +$3.67K +39 +0.5%
CCB
1039
Country Club Bank
Missouri
$750K -$88.1K -936 -11%
KFG
1040
Kingdom Financial Group
Arizona
$744K +$228K +2,420 +44%
NL
1041
Navalign LLC
California
$739K +$507K +5,395 +219%
JFG
1042
Jefferies Financial Group
New York
$732K +$163K +1,728 +29%
OGF
1043
Orin Green Financial
California
$732K +$59.2K +629 +9%
MFG
1044
MidWestOne Financial Group
Iowa
$727K +$428K +4,551 +143%
SFS
1045
Summit Financial Strategies
Ohio
$725K -$13K -138 -2%
TF
1046
Tompkins Financial
New York
$719K – – –
TCM
1047
Traynor Capital Management
Pennsylvania
$716K -$35.8K -381 -5%
EFG
1048
Ethos Financial Group
Pennsylvania
$711K +$344K +3,661 +94%
WCM
1049
Windham Capital Management
Massachusetts
$710K +$1.88K +20 +0.3%
BCM
1050
Boltwood Capital Management
California
$710K +$710K +7,550 New
40 41
42
43 44