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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 %
SCA
1051
Stillwater Capital Advisors
Pennsylvania
$708K – – –
AC
1052
Annandale Capital
Texas
$705K – – –
AIA
1053
Angeles Investment Advisors
California
$695K -$23.5K -250 -3%
SAM
1054
Synergy Asset Management
Washington
$686K +$150K +1,590 +28%
GT
1055
Greenleaf Trust
Michigan
$685K -$3.84M -40,841 -85%
Deutsche Bank
1056
Deutsche Bank
Germany
$685K -$666K -7,080 -49%
PWC
1057
PYA Waltman Capital
Tennessee
$684K – – –
KAS
1058
KPP Advisory Services
Kentucky
$684K +$684K +7,269 New
OPA
1059
Old Port Advisors
Maine
$683K +$683K +7,268 New
Bank Julius Baer & Co
1060
Bank Julius Baer & Co
Switzerland
$683K +$20.7K +220 +3%
BFA
1061
Beaumont Financial Advisors
Massachusetts
$676K -$156K -1,664 -19%
CCM
1062
Crabel Capital Management
California
$676K -$6.96M -73,957 -91%
SAM
1063
Strategy Asset Managers
California
$672K +$94 +1 +0%
SA
1064
Shilanski & Associates
Alaska
$664K -$383K -4,076 -37%
BWM
1065
Benchmark Wealth Management
Connecticut
$663K – – –
SSC
1066
Syverson Strege & Co
Iowa
$660K +$7.43K +79 +1%
AC
1067
Apella Capital
Connecticut
$660K -$535K -5,685 -45%
CWM
1068
Cornerstone Wealth Management
Missouri
$658K +$108K +1,151 +20%
USCWA
1069
U.S. Capital Wealth Advisors
Texas
$656K -$26.3K -280 -4%
GCM
1070
Gallacher Capital Management
Colorado
$656K +$369K +3,924 +128%
LWM
1071
LJI Wealth Management
Indiana
$652K -$23.7M -251,744 -97%
CIC
1072
Carnegie Investment Counsel
Ohio
$650K +$152K +1,621 +31%
EWM
1073
Empirical Wealth Management
Washington
$648K -$67.6K -719 -9%
CA
1074
Crewe Advisors
Utah
$644K +$624K +6,635 +3,100%
RFA
1075
Register Financial Advisors
Georgia
$644K +$46.4K +493 +8%
41 42
43
44 45