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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 %
NB
1201
NBT Bank
New York
$429K +$224K +2,380 +109%
PC
1202
Prairiewood Capital
North Dakota
$425K +$91.8K +976 +28%
CD
1203
Chapin Davis
Maryland
$424K +$5.64K +60 +1%
CAM
1204
Cubic Asset Management
Massachusetts
$424K +$376 +4 +0.1%
HHGA
1205
Halbert Hargrove Global Advisors
California
$424K +$5.64K +60 +1%
RFN
1206
RDA Financial Network
Iowa
$423K +$423K +4,503 New
AM
1207
AGF Management
Ontario, Canada
$423K -$254K -2,700 -38%
BCM
1208
Brookmont Capital Management
Texas
$422K +$5.55K +59 +1%
FMP
1209
Financial Management Professionals
Texas
$420K -$2.45K -26 -0.6%
IF
1210
Intrua Financial
Texas
$420K -$360K -3,828 -46%
IC
1211
IEQ Capital
California
$417K -$352K -3,739 -46%
BL
1212
BFSG LLC
California
$417K -$6.67K -71 -2%
PAA
1213
Peregrine Asset Advisers
Oregon
$415K +$415K +4,412 New
TLFA
1214
True Link Financial Advisors
California
$414K – – –
TCA
1215
Transcend Capital Advisors
New Jersey
$414K -$228K -2,420 -35%
WFA
1216
Wade Financial Advisory
California
$411K +$411K +4,373 New
FNT
1217
First National Trust
Pennsylvania
$410K +$4.23K +45 +1%
TI
1218
tru Independence
Oregon
$410K -$85.9K -914 -17%
CWA
1219
Centennial Wealth Advisory
Michigan
$410K -$8.65K -92 -2%
FAN
1220
Financial Advisors Network
California
$409K +$409K +4,348 New
HCP
1221
Hexagon Capital Partners
Arkansas
$408K +$170K +1,813 +72%
RFA
1222
Resurgent Financial Advisors
Georgia
$406K +$13.8K +147 +4%
MCG
1223
McCollum Christoferson Group
New York
$404K – – –
HDIM
1224
Hanson & Doremus Investment Management
Vermont
$404K -$427K -4,537 -51%
WA
1225
Wealthstar Advisors
Texas
$402K -$18.8K -200 -4%
47 48
49
50 51