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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 %
KA
1226
Kooman & Associates
Pennsylvania
$401K -$12.3K -131 -3%
SWA
1227
SOA Wealth Advisors
New York
$401K -$9.87K -105 -2%
EHC
1228
Everett Harris & Co
California
$398K -$9.87K -105 -2%
MHR
1229
Matthew Hamilton Rosenberg
$394K -$79.4K -844 -17%
HAC
1230
Harbor Advisory Corp
New Hampshire
$390K – – –
BFW
1231
Brady Family Wealth
Missouri
$389K +$52.2K +555 +15%
CTC
1232
Central Trust Company
Missouri
$386K +$172K +1,833 +81%
VCM
1233
Vivaldi Capital Management
Illinois
$385K -$25.6K -272 -6%
WG
1234
Watchman Group
Texas
$385K – – –
FHC
1235
First Heartland Consultants
Missouri
$383K +$30.7K +326 +9%
SIM
1236
SSI Investment Management
California
$381K – – –
MSCM
1237
McElhenny Sheffield Capital Management
Texas
$381K +$79.7K +847 +26%
CC
1238
Cadinha & Co
Hawaii
$381K – – –
SL
1239
SWMG LLC
Texas
$380K – – –
SC
1240
Solstein Capital
California
$378K – – –
P
1241
&Partners
Tennessee
$377K – – –
PIM
1242
Penobscot Investment Management
Massachusetts
$376K -$54.5K -580 -13%
FRA
1243
Frank Rimerman Advisors
California
$376K – – –
PFG
1244
PAX Financial Group
Texas
$375K +$375K +3,989 New
SOS
1245
Silver Oak Securities
Tennessee
$375K -$191K -2,029 -34%
ACM
1246
Avalon Capital Management
California
$374K +$374K +3,980 New
BRM
1247
Boston Research & Management
Massachusetts
$374K +$6.29K +67 +2%
B
1248
Bensler
Washington
$373K -$231K -2,457 -38%
TCM
1249
Triumph Capital Management
Colorado
$372K +$104K +1,103 +39%
PBF
1250
Petix & Botte Financial
California
$370K +$46.5K +495 +14%
48 49
50
51 52