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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 %
ACM
1251
Advance Capital Management
Michigan
$369K -$347K -3,690 -48%
EP
1252
Edgestream Partners
New Jersey
$368K +$161K +1,713 +78%
TVAMP
1253
Tennessee Valley Asset Management Partners
Tennessee
$368K -$940 -10 -0.3%
BWP
1254
BSW Wealth Partners
Colorado
$368K -$2.26K -24 -0.6%
AP
1255
Appleton Partners
Massachusetts
$367K -$4.24K -45 -1%
PMA
1256
Prudent Man Advisors
Illinois
$366K – – –
CFFP
1257
Center for Financial Planning
Michigan
$365K +$11.4K +121 +3%
CA
1258
Continuum Advisory
Idaho
$363K -$45.3K -482 -11%
WWM
1259
Windsor Wealth Management
Indiana
$362K -$390K -4,143 -52%
B
1260
Bailard
California
$362K +$362K +3,845 New
BFO
1261
Biltmore Family Office
North Carolina
$360K +$62.3K +663 +21%
PPC
1262
Park Place Capital
Alabama
$359K -$24.3K -258 -6%
SWP
1263
Strategic Wealth Partners
Ohio
$356K -$77.9K -828 -18%
TRCT
1264
Tower Research Capital (TRC)
New York
$356K -$1.68M -17,818 -82%
HGERS
1265
Householder Group Estate & Retirement Specialist
Arizona
$355K +$355K +3,780 New
CT
1266
Columbia Trust
Oregon
$354K -$846 -9 -0.2%
HWA
1267
Heritage Wealth Advisors
Virginia
$352K -$46.6K -496 -12%
GWM
1268
GDS Wealth Management
Texas
$351K +$57.4K +610 +20%
WAL
1269
W Advisors LLC
Tennessee
$345K -$421K -4,479 -55%
MF
1270
Montis Financial
Massachusetts
$344K – – –
CF
1271
Centaurus Financial
California
$343K +$94 +1 +0%
LHEI
1272
Leo H. Evart Inc
California
$343K +$2.73K +29 +0.8%
CIR
1273
Clear Investment Research
Georgia
$341K -$658 -7 -0.2%
GCA
1274
Guardian Capital Advisors
Ontario, Canada
$331K +$18.8K +200 +6%
PSCM
1275
Per Stirling Capital Management
Texas
$331K +$27.5K +292 +9%
49 50
51
52 53