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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 %
Bank Julius Baer & Co
1076
Bank Julius Baer & Co
Switzerland
$690K -$12.9K -132 -2%
KTC
1077
Kistler-Tiffany Companies
Pennsylvania
$690K +$670K +6,840 +3,353%
CT
1078
Cambridge Trust
Massachusetts
$682K -$272K -2,776 -28%
SSC
1079
Syverson Strege & Co
Iowa
$680K -$8.72K -89 -1%
AAS
1080
Ameritas Advisory Services
Nebraska
$679K -$2.53M -26,202 -79%
D
1081
Diversified
Delaware
$673K +$420K +4,284 +165%
TCA
1082
Transcend Capital Advisors
New Jersey
$668K -$24K -245 -3%
AWMS
1083
Advocacy Wealth Management Services
Georgia
$664K +$7.74K +79 +1%
FWA
1084
FOCUS Wealth Advisors
Texas
$663K – – –
MOS
1085
MGO One Seven
Ohio
$663K -$3.96M -40,409 -86%
CTA
1086
Colonial Trust Advisors
South Carolina
$662K +$237K +2,418 +56%
ACS
1087
Archford Capital Strategies
Illinois
$658K -$489 -5 -0.1%
LWM
1088
LJI Wealth Management
Indiana
$647K +$637K +254,853 +6,668%
NA
1089
Nottingham Advisors
New York
$645K – – –
TFO
1090
Tarbox Family Office
California
$644K -$7.3M -74,520 -92%
CA
1091
Cambridge Advisors
Nebraska
$642K -$58.8K -600 -8%
CA
1092
Calton & Associates
Florida
$635K -$78K -796 -11%
FT
1093
Fiduciary Trust
Massachusetts
$633K +$72.2K +737 +13%
WP
1094
WealthPLAN Partners
Nebraska
$631K -$54.8K -559 -8%
B
1095
Bensler
Washington
$629K -$24K -245 -4%
HFA
1096
Highland Financial Advisors
New Jersey
$628K -$277K -2,822 -31%
AT
1097
Arden Trust
Delaware
$628K -$89.6K -915 -12%
FWP
1098
Firethorn Wealth Partners
Georgia
$627K -$8.13K -83 -1%
NW
1099
Naviter Wealth
Arkansas
$625K -$67.5K -689 -10%
MG
1100
Mather Group
Illinois
$625K -$573K -5,850 -48%
42 43
44
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