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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.

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 %
CFFP
1276
Center for Financial Planning
Michigan
$368K +$7.35K +75 +2%
YAL
1277
Your Advocates Ltd
Texas
$367K +$5.88K +60 +2%
FHC
1278
First Heartland Consultants
Missouri
$367K +$49K +500 +15%
MFS
1279
Madrona Financial Services
Washington
$367K -$588 -6 -0.2%
BPWM
1280
Badgley Phelps Wealth Managers
Washington
$366K -$222K -2,270 -38%
CT
1281
Coastline Trust
Rhode Island
$359K +$359K +3,669 New
MF
1282
Montis Financial
Massachusetts
$359K – – –
BWL
1283
Bogart Wealth LLC
Virginia
$358K – – –
GA
1284
GoalVest Advisory
New York
$357K +$357K +3,649 New
C1AG
1285
Client 1st Advisory Group
Florida
$357K -$73.8K -753 -17%
CF
1286
Centaurus Financial
California
$357K -$158K -1,617 -31%
WCG
1287
Weaver Consulting Group
California
$357K -$30.5K -311 -8%
YWM
1288
Yoder Wealth Management
California
$355K -$30.9K -315 -8%
CIR
1289
Clear Investment Research
Georgia
$355K +$12.4K +127 +4%
CT
1290
Colonial Trust
South Carolina
$355K +$69.6K +711 +24%
LHEI
1291
Leo H. Evart Inc
California
$354K +$2.74K +28 +0.8%
FCB
1292
First County Bank
Connecticut
$352K -$306K -3,119 -46%
BFW
1293
Brady Family Wealth
Missouri
$351K -$8.33K -85 -2%
GEA
1294
Glen Eagle Advisors
New Jersey
$351K +$54K +551 +18%
MIH
1295
Meitav Investment House
Israel
$351K -$25.5K -261 -7%
OL
1296
Optas LLC
Texas
$347K -$35.9K -367 -9%
PC
1297
Prairiewood Capital
North Dakota
$347K +$881 +9 +0.3%
OWA
1298
One Wealth Advisors
California
$347K -$8.23K -84 -2%
LF
1299
Lee Financial
Texas
$344K +$4.21K +43 +1%
CAM
1300
Concorde Asset Management
Michigan
$342K +$342K +3,496 New
50 51
52
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