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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 %
CQS
1126
Credential Qtrade Securities
$540K – – –
SFCL
1127
Strengthening Families & Communities LLC
Massachusetts
$539K +$48K +510 +10%
TDWM
1128
Topel & Distasi Wealth Management
California
$538K +$8.28K +88 +2%
RWP
1129
Revolve Wealth Partners
New Jersey
$537K +$59.1K +629 +12%
WF
1130
Welch & Forbes
Massachusetts
$537K -$17.3K -184 -3%
GWP
1131
Gateway Wealth Partners
Wisconsin
$537K +$53.6K +570 +11%
CCFM
1132
Clear Creek Financial Management
Washington
$536K +$28.1K +299 +6%
SFG
1133
StrategIQ Financial Group
Indiana
$535K +$44.8K +476 +9%
BP
1134
BBR Partners
New York
$533K -$56.6K -602 -10%
YAL
1135
Your Advocates Ltd
Texas
$532K +$180K +1,914 +51%
State Street
1136
State Street
Massachusetts
$532K +$237K +2,521 +80%
CFD
1137
Creative Financial Designs
Indiana
$529K -$48.1K -512 -8%
PMFA
1138
Plante Moran Financial Advisors
Michigan
$529K -$69K -733 -12%
CA
1139
Clearstead Advisors
Ohio
$529K +$378K +4,015 +250%
OP
1140
ORG Partners
Indiana
$528K -$1.04M -11,022 -66%
LIG
1141
Lokken Investment Group
Delaware
$523K +$17K +181 +3%
CM
1142
Columbus Macro
Pennsylvania
$520K -$30K -319 -5%
TNB
1143
Thomasville National Bank
Georgia
$516K -$1.69K -18 -0.3%
CW
1144
CIC Wealth
Maryland
$516K +$51.3K +545 +11%
HFP
1145
Holistic Financial Partners
Indiana
$510K -$7.43K -79 -1%
RBC
1146
Romano Brothers & Co
Illinois
$510K +$6.02K +64 +1%
EIA
1147
Edgemoor Investment Advisors
Maryland
$509K +$132K +1,400 +35%
CB
1148
Cadence Bank
Mississippi
$505K +$28.7K +305 +6%
SCG
1149
Sonata Capital Group
Washington
$500K -$47K -500 -9%
AT
1150
Arden Trust
Delaware
$500K -$103K -1,096 -17%
44 45
46
47 48