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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.

Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.65%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.91%
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
1
Raymond James & Associates
Florida
$5.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.78B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.04B
4
BlackRock
4
BlackRock
New York
$4.25B
5
USAA
5
United Services Automobile Association
Texas
$305M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$0
2
Jane Street
2
Jane Street
New York
$213K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.41B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$44M
5
IAIM
5
Industrial Alliance Investment Management
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ZIM
101
Zacks Investment Management
Illinois
$71.9M 734,378 -2,208 -0.3%
NA
102
NewEdge Advisors
Louisiana
$70.9M 723,699 +2,086 +0.3%
COCM
103
Charter Oak Capital Management
New Hampshire
$69.8M 712,979 +134,352 +23%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$68.9M 703,315 +212,521 +43%
CTB
105
Country Trust Bank
Illinois
$68.6M 700,305 -263 -0%
BAM
106
Brave Asset Management
New Jersey
$68.2M 696,396 -3,876 -0.6%
AF
107
Alerus Financial
North Dakota
$68.2M 696,172 +5,037 +0.7%
Franklin Resources
108
Franklin Resources
California
$67.7M 691,300 +119,178 +21%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$66.9M 683,394 +58,948 +9%
CWM
110
Campbell Wealth Management
Virginia
$66.4M 677,433 +62,119 +10%
KOC
111
Koss-Olinger Consulting
Florida
$66.3M 676,915 +23,115 +4%
EA
112
Efficient Advisors
Ohio
$66.3M 676,481 -5,366 -0.8%
AWS
113
AJ Wealth Strategies
New York
$65.9M 672,957 +64,703 +11%
SGI
114
Summit Global Investments
Utah
$65.2M 665,671 +26,178 +4%
BPA
115
Beacon Pointe Advisors
California
$64.4M 657,941 +51,943 +9%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$64.2M 655,737 -144,336 -18%
ZB
117
Zions Bancorporation
Utah
$63.2M 645,248 -43,819 -6%
OPS
118
Orion Portfolio Solutions
Nebraska
$61.4M 627,119 -53,962 -8%
BCI
119
Brinker Capital Investments
Pennsylvania
$61.4M 627,119 -53,962 -8%
TA
120
TruWealth Advisors
Louisiana
$60.3M 615,154 +615,154 New
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$60M 612,755 -86,193 -12%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$58.9M 601,376 +60,824 +11%
TOTSC
123
Trustees of the Smith College
Massachusetts
$58.5M 596,768 +4,528 +0.8%
Cerity Partners
124
Cerity Partners
New York
$58.3M 595,405 +271,208 +84%
M&T Bank
125
M&T Bank
New York
$58.3M 595,166 +86,897 +17%
3 4
5
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