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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 %
CAL
1101
Capital Advisors Ltd
Ohio
$580K -$91K -967 -14%
BBNA
1102
Bremer Bank National Association
Minnesota
$580K +$85.8K +912 +17%
HT
1103
Heritage Trust
Oklahoma
$574K +$574K +6,108 New
RT
1104
Rockland Trust
Massachusetts
$573K -$236K -2,511 -29%
CMBA
1105
C.M. Bidwell & Associates
Hawaii
$572K +$103K +1,091 +22%
SCM
1106
SCS Capital Management
Massachusetts
$570K +$4.61K +49 +0.8%
TCWM
1107
Total Clarity Wealth Management
Illinois
$568K +$568K +6,037 New
IWN
1108
Independent Wealth Network
Iowa
$564K +$44.8K +476 +9%
GLA
1109
Good Life Advisors
Pennsylvania
$563K +$66K +702 +13%
BIP
1110
Blueprint Investment Partners
North Carolina
$557K -$150K -1,592 -21%
IIC
1111
Integrated Investment Consultants
Michigan
$555K -$35.5K -378 -6%
HFS
1112
Howard Financial Services
Texas
$555K +$555K +5,901 New
FWP
1113
Firethorn Wealth Partners
Georgia
$554K -$47.4K -504 -8%
HWM
1114
Horizons Wealth Management
North Carolina
$554K +$26.7K +284 +5%
HA
1115
HC Advisors
Georgia
$551K -$639K -6,800 -54%
LNWWM
1116
Laird Norton Wetherby Wealth Management
California
$551K +$24.6K +262 +5%
CSIA
1117
Charles Schwab Investment Advisory
California
$550K -$10.6M -112,847 -95%
PAM
1118
Palisade Asset Management
Minnesota
$549K – – –
LNB
1119
Ledyard National Bank
$547K +$85.7K +911 +19%
HIM
1120
Hanlon Investment Management
New Jersey
$546K +$18.4K +196 +3%
SSW
1121
Stone Summit Wealth
Florida
$544K +$233K +2,481 +75%
LRIA
1122
Leonard Rickey Investment Advisors
Washington
$541K +$541K +5,754 New
BWM
1123
BCS Wealth Management
Tennessee
$541K +$541K +5,748 New
MWM
1124
Maripau Wealth Management
Indiana
$541K +$339K +3,607 +168%
CCA
1125
Childress Capital Advisors
Texas
$541K +$18.5K +197 +4%
43 44
45
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