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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 %
AA
1051
Advisory Alpha
Michigan
$748K +$47.7K +487 +7%
SIS
1052
Strategic Investment Solutions
Illinois
$748K -$2.49M -25,231 -77%
ACM
1053
Advance Capital Management
Michigan
$746K -$84K -858 -10%
EWM
1054
Empirical Wealth Management
Washington
$745K -$4.7K -48 -0.6%
PP
1055
Patron Partners
Texas
$743K -$73.9K -754 -9%
FAM
1056
Family Asset Management
South Carolina
$741K -$33K -337 -4%
SCA
1057
Stillwater Capital Advisors
Pennsylvania
$738K -$46.5K -475 -6%
WCM
1058
Windham Capital Management
Massachusetts
$738K -$140K -1,430 -16%
BIP
1059
Blueprint Investment Partners
North Carolina
$736K +$309K +3,154 +72%
FAM
1060
Flaharty Asset Management
Florida
$735K – – –
AC
1061
Annandale Capital
Texas
$734K – – –
SCA
1062
Snowden Capital Advisors
New York
$731K +$294 +3 +0%
VFIC
1063
Valley Forge Investment Consultants
Pennsylvania
$729K +$31.4K +321 +5%
RF
1064
RHS Financial
California
$725K +$86.8K +886 +14%
WAM
1065
WNY Asset Management
New York
$723K -$136K -1,393 -16%
USCWA
1066
U.S. Capital Wealth Advisors
Texas
$711K -$524K -5,350 -42%
BC
1067
Burney Company
Virginia
$709K -$6.56K -67 -0.9%
AM
1068
AGF Management
Ontario, Canada
$705K +$49K +500 +7%
OGF
1069
Orin Green Financial
California
$701K -$15K -153 -2%
SAM
1070
Strategy Asset Managers
California
$700K -$191K -1,949 -21%
PWC
1071
PYA Waltman Capital
Tennessee
$698K – – –
CAL
1072
Capital Advisors Ltd
Ohio
$698K +$12.2K +125 +2%
AWM
1073
Angeles Wealth Management
California
$694K – – –
BMD
1074
Better Money Decisions
New Mexico
$694K -$137K -1,399 -16%
BWM
1075
Benchmark Wealth Management
Connecticut
$691K – – –
41 42
43
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