AGG icon

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 %
EHC
1226
Everett Harris & Co
California
$425K +$425K +4,337 New
FNT
1227
First National Trust
Pennsylvania
$423K +$75K +766 +22%
AAG
1228
Armstrong Advisory Group
Massachusetts
$422K +$32.1K +328 +8%
MCG
1229
McCollum Christoferson Group
New York
$421K – – –
TSWM
1230
Tyler-Stone Wealth Management
Ohio
$420K +$420K +4,286 New
BDFN
1231
Bond & Devick Financial Network
Minnesota
$420K +$53.5K +546 +15%
VCS
1232
Vaughan & Co Securities
New Jersey
$419K +$10.9K +111 +3%
JSL
1233
JT Stratford LLC
Georgia
$419K -$86.2K -880 -17%
HWA
1234
Heritage Wealth Advisors
Virginia
$415K +$98 +1 +0%
CWA
1235
Core Wealth Advisors
Florida
$410K +$109K +1,115 +36%
NEPPG
1236
New England Professional Planning Group
Rhode Island
$410K – – –
RFA
1237
Resurgent Financial Advisors
Georgia
$408K +$43.3K +442 +12%
HAC
1238
Harbor Advisory Corp
New Hampshire
$406K – – –
SA
1239
Stewardship Advisors
Pennsylvania
$406K +$406K +4,148 New
WG
1240
Watchman Group
Texas
$401K -$1.17M -11,910 -74%
QCIG
1241
Quad-Cities Investment Group
Iowa
$401K -$45.7K -467 -10%
DBRC
1242
D.B. Root & Company
Pennsylvania
$400K +$400K +4,080 New
PPC
1243
Park Place Capital
Alabama
$399K +$6.86K +70 +2%
FGAM
1244
Financial Gravity Asset Management
Texas
$399K -$629 -2 -0.2%
IDA
1245
Intelligence Driven Advisers
California
$398K -$218K -2,255 -35%
SIM
1246
SSI Investment Management
California
$397K -$7.54K -77 -2%
CC
1247
Cadinha & Co
Hawaii
$397K +$196 +2 +0%
WW
1248
Westshore Wealth
California
$396K -$148K -1,507 -27%
SL
1249
SWMG LLC
Texas
$395K +$294 +3 +0.1%
SC
1250
Solstein Capital
California
$394K – – –
48 49
50
51 52