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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
$1.71B
2
USAA
United Services Automobile Association
Texas
$665M
3
RJA
Raymond James & Associates
Florida
$5.83B
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.26B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$8.4B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.63B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$564M
3
NL
NEPC LLC
Massachusetts
$0
4
OPAM
Ocean Park Asset Management
California
$0
5
Goldman Sachs
Goldman Sachs
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
2L
1151
25 LLC
Missouri
$499K -$68.4K -727 -12%
T
1152
TrueFG
Texas
$498K +$3.67K +39 +0.7%
FFA
1153
Fragasso Financial Advisors
Pennsylvania
$497K +$1.98K +21 +0.4%
NWM
1154
Northwest Wealth Management
Iowa
$497K -$4.23K -45 -0.8%
Fiera Capital (Canada)
1155
Fiera Capital (Canada)
Quebec, Canada
$497K – – –
AT
1156
American Trust
Kentucky
$496K -$10.9M -116,165 -96%
SA
1157
Stewardship Advisors
Pennsylvania
$491K +$100K +1,068 +26%
FOA
1158
Five Oceans Advisors
California
$488K -$846 -9 -0.2%
FWA
1159
FSM Wealth Advisors
Ohio
$484K -$19.5K -207 -4%
NP
1160
NorthRock Partners
Minnesota
$484K +$175K +1,858 +56%
GCA
1161
Gradient Capital Advisors
California
$483K -$6.96K -74 -1%
FWP
1162
FAS Wealth Partners
Kansas
$483K -$49.3K -524 -9%
TA
1163
TrueWealth Advisors
Alabama
$481K -$6.3K -67 -1%
NG
1164
NWK Group
California
$481K +$15.3K +163 +3%
GA
1165
GoalVest Advisory
New York
$479K +$136K +1,446 +40%
TSWM
1166
Tyler-Stone Wealth Management
Ohio
$476K +$72.7K +773 +18%
HS
1167
Horan Securities
United States
$475K -$123K -1,307 -21%
MWM
1168
Madison Wealth Management
Ohio
$475K -$21.5K -229 -4%
AC
1169
Abbrea Capital
California
$474K +$55.5K +590 +13%
CFCI
1170
Comprehensive Financial Consultants Institutional
Indiana
$474K +$26.7K +284 +6%
GW
1171
GW & Wade
Massachusetts
$470K +$12.2K +130 +3%
RWM
1172
Reston Wealth Management
Virginia
$470K +$470K +4,994 New
BDFN
1173
Bond & Devick Financial Network
Minnesota
$465K +$62.3K +663 +15%
HR
1174
Howe & Rusling
New York
$465K +$7.05K +75 +2%
VCS
1175
Vaughan & Co Securities
New Jersey
$463K +$60.8K +646 +15%
45 46
47
48 49