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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 %
PAM
1126
Palisade Asset Management
Minnesota
$572K – – –
SCG
1127
Sonata Capital Group
Washington
$570K – – –
SF
1128
Symphony Financial
Texas
$570K +$321K +3,283 +129%
ANBT
1129
American National Bank & Trust
Texas
$568K -$449K -4,587 -44%
LA
1130
Lifeworks Advisors
Michigan
$568K -$442K -4,510 -44%
CQS
1131
Credential Qtrade Securities
$563K – – –
CCM
1132
Colorado Capital Management
Colorado
$563K +$338K +3,451 +150%
MLA
1133
My Legacy Advisors
Oregon
$560K +$150K +1,523 +37%
SAM
1134
Synergy Asset Management
Washington
$559K +$107K +1,096 +24%
FWP
1135
FAS Wealth Partners
Kansas
$554K -$102K -1,042 -16%
TDWM
1136
Topel & Distasi Wealth Management
California
$552K +$1.96K +20 +0.4%
ETIA
1137
Epic Trust Investment Advisors
Washington
$552K -$5K -51 -0.9%
HIM
1138
Hanlon Investment Management
New Jersey
$549K +$135K +1,381 +33%
HWM
1139
Horizons Wealth Management
North Carolina
$549K -$10.8K -110 -2%
LNWWM
1140
Laird Norton Wetherby Wealth Management
California
$548K +$70.4K +719 +15%
CCA
1141
Childress Capital Advisors
Texas
$544K +$29.5K +301 +6%
IWN
1142
Independent Wealth Network
Iowa
$541K +$22.7K +232 +4%
JWM
1143
Jessup Wealth Management
Ohio
$540K -$286K -2,924 -35%
TNB
1144
Thomasville National Bank
Georgia
$540K -$4.51K -46 -0.8%
HFP
1145
Holistic Financial Partners
Indiana
$539K -$392 -4 -0.1%
HWA
1146
HHM Wealth Advisors
Tennessee
$538K +$7.15K +73 +1%
KFG
1147
Kingdom Financial Group
Arizona
$538K +$538K +5,488 New
MCI
1148
MRP Capital Investments
Georgia
$533K -$24.5K -250 -4%
CCFM
1149
Clear Creek Financial Management
Washington
$529K -$57.6K -588 -10%
KWA
1150
Kingswood Wealth Advisors
California
$528K +$528K +5,390 New
44 45
46
47 48