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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 %
PWS
1176
Peterson Wealth Services
Utah
$495K -$303K -3,093 -38%
MHR
1177
Matthew Hamilton Rosenberg
$493K – – –
CMBA
1178
C.M. Bidwell & Associates
Hawaii
$489K -$237K -2,419 -33%
NG
1179
NWK Group
California
$485K +$6.17K +63 +1%
CW
1180
CIC Wealth
Maryland
$484K +$8.23K +84 +2%
LNB
1181
Ledyard National Bank
$481K +$53.1K +542 +12%
Allianz Asset Management
1182
Allianz Asset Management
Germany
$480K -$8.89M -90,800 -95%
BWM
1183
Bulltick Wealth Management
Florida
$478K – – –
CRC
1184
Curi RMB Capital
Illinois
$477K +$477K +4,867 New
HR
1185
Howe & Rusling
New York
$477K -$60.3K -616 -11%
GW
1186
GW & Wade
Massachusetts
$476K +$881 +9 +0.2%
PS
1187
Planned Solutions
California
$475K +$2.94K +30 +0.6%
LAM
1188
LifePro Asset Management
California
$471K +$471K +4,812 New
JWCA
1189
J.W. Coons Advisors
Ohio
$471K – – –
HIP
1190
HUB Investment Partners
Texas
$469K -$147K -1,500 -24%
CFCI
1191
Comprehensive Financial Consultants Institutional
Indiana
$466K -$28K -286 -6%
IWMA
1192
Ironwood Wealth Management (Arizona)
Arizona
$466K +$196 +2 +0%
BIAS
1193
Beacon Investment Advisory Services
New Jersey
$460K -$11.3K -115 -2%
MC
1194
Middleton & Co
Massachusetts
$459K – – –
BFA
1195
Beacon Financial Advisory
Ohio
$458K +$152K +1,551 +50%
Squarepoint
1196
Squarepoint
New York
$458K +$458K +4,671 New
GAB
1197
German American Bancorp
Indiana
$457K -$304K -3,103 -40%
RPGK
1198
Retirement Planning Group (Kansas)
Kansas
$456K +$1.18K +12 +0.3%
SPA
1199
Sentinel Pension Advisors
Massachusetts
$455K +$2.94K +30 +0.7%
PFA
1200
Pathway Financial Advisors
Vermont
$454K +$54.9K +560 +14%
46 47
48
49 50