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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
$5.75B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.78B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.04B
4
BlackRock
BlackRock
New York
$4.25B
5
USAA
United Services Automobile Association
Texas
$305M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
2
Jane Street
Jane Street
New York
$213K
3
Morgan Stanley
Morgan Stanley
New York
$2.41B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$44M
5
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
1101
Horan Securities
United States
$623K +$243K +2,478 +64%
PMFA
1102
Plante Moran Financial Advisors
Michigan
$622K +$39.9K +407 +7%
RFA
1103
Register Financial Advisors
Georgia
$622K +$54.5K +556 +10%
NL
1104
NVWM LLC
Pennsylvania
$617K +$31.9K +326 +5%
SIA
1105
SkyView Investment Advisors
New Jersey
$616K +$147K +1,500 +31%
IIC
1106
Integrated Investment Consultants
Michigan
$615K +$22.9K +234 +4%
BP
1107
BBR Partners
New York
$615K +$157K +1,602 +34%
Wealthfront Advisers
1108
Wealthfront Advisers
California
$613K +$613K +6,262 New
I
1109
INVST
Indiana
$606K +$606K +6,190 New
FWM
1110
Focused Wealth Management
New York
$605K -$4.21K -43 -0.7%
CFD
1111
Creative Financial Designs
Indiana
$602K -$96.2K -982 -14%
VAF
1112
Values Added Financial
District of Columbia
$597K +$597K +6,100 New
BMCM
1113
Bryn Mawr Capital Management
Pennsylvania
$594K +$83.6K +854 +16%
2L
1114
25 LLC
Missouri
$594K +$73.3K +745 +14%
JFG
1115
Jefferies Financial Group
New York
$593K – – –
ZIG
1116
Zullo Investment Group
Pennsylvania
$589K -$20.9K -213 -3%
SOS
1117
Silver Oak Securities
Tennessee
$589K -$1.37K -14 -0.2%
SCM
1118
SCS Capital Management
Massachusetts
$589K -$747K -7,630 -56%
RI
1119
Rinkey Investments
California
$587K +$300K +3,067 +105%
PIA
1120
Pinion Investment Advisors
Kansas
$582K +$582K +5,945 New
CWAG
1121
Carlsbad Wealth Advisory Group
California
$581K +$581K +5,931 New
GS
1122
GTS Securities
New York
$580K +$580K +5,917 New
WF
1123
Welch & Forbes
Massachusetts
$578K +$79.7K +814 +16%
CWM
1124
Cornerstone Wealth Management
Missouri
$573K -$47.5K -485 -8%
CM
1125
Columbus Macro
Pennsylvania
$573K -$998K -10,184 -64%
43 44
45
46 47