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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 %
SWP
1201
Strategic Wealth Partners
Ohio
$452K -$870K -8,885 -66%
KC
1202
Knuff & Co
California
$451K – – –
MAM
1203
Milestone Asset Management
Pennsylvania
$450K +$185K +1,885 +70%
PIM
1204
Penobscot Investment Management
Massachusetts
$449K -$285K -2,911 -39%
AFA
1205
Alpha Financial Advisors
North Carolina
$447K +$27.6K +282 +7%
FI
1206
Financial Insights
Washington
$442K – – –
CAM
1207
Cubic Asset Management
Massachusetts
$441K +$1.37K +14 +0.3%
BL
1208
BFSG LLC
California
$441K +$98.2K +1,004 +29%
Vanguard Group
1209
Vanguard Group
Pennsylvania
$440K -$7.25K -74 -2%
FMP
1210
Financial Management Professionals
Texas
$440K -$23.8K -243 -5%
WA
1211
Wealthstar Advisors
Texas
$439K – – –
CL
1212
Cabana LLC
Arkansas
$438K +$438K +4,468 New
CD
1213
Chapin Davis
Maryland
$436K +$10.3K +105 +2%
SP
1214
Successful Portfolios
Florida
$436K -$56.3K -575 -11%
AC
1215
Abbrea Capital
California
$436K – – –
CWA
1216
Centennial Wealth Advisory
Michigan
$436K +$23.1K +236 +6%
HHGA
1217
Halbert Hargrove Global Advisors
California
$436K -$26.1K -266 -6%
BCM
1218
Brookmont Capital Management
Texas
$433K -$8.52K -87 -2%
WDL
1219
Well Done LLC
Michigan
$432K -$39.8K -406 -8%
TLFA
1220
True Link Financial Advisors
California
$431K -$57.7K -589 -12%
KA
1221
Kooman & Associates
Pennsylvania
$430K +$26K +265 +6%
SWA
1222
SOA Wealth Advisors
New York
$428K +$4.11K +42 +1%
MAM
1223
McLean Asset Management
Virginia
$427K -$1.67K -17 -0.4%
VCM
1224
Vivaldi Capital Management
Illinois
$427K -$57.7K -589 -12%
CA
1225
Continuum Advisory
Idaho
$426K -$55.4K -566 -12%
47 48
49
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