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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
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 Holding Trade Value Shares
Change 		Shares
Change %
PG
1301
Proffitt & Goodson
Tennessee
$341K -$20.2K -206 -6%
RMC
1302
Regis Management Company
California
$339K – – –
PBF
1303
Petix & Botte Financial
California
$337K +$337K +3,436 New
RPWA
1304
Regent Peak Wealth Advisors
Georgia
$333K – – –
VF
1305
Vawter Financial
Ohio
$332K +$107K +1,088 +47%
WCWM
1306
Willow Creek Wealth Management
California
$332K +$1.27K +13 +0.4%
ATI
1307
Act Two Investors
California
$331K +$331K +3,384 New
CMP
1308
Courage Miller Partners
Virginia
$330K +$6.47K +66 +2%
CCG
1309
Coastwise Capital Group
California
$329K -$9.8K -100 -3%
V
1310
Veritable
Delaware
$329K – – –
VVP
1311
Venture Visionary Partners
Ohio
$327K +$28K +286 +9%
NSIM
1312
North Star Investment Management
Illinois
$326K +$79K +806 +32%
SC
1313
Sepio Capital
Utah
$325K +$106K +1,084 +49%
GCA
1314
Guardian Capital Advisors
Ontario, Canada
$325K +$325K +3,321 New
SSW
1315
Stone Summit Wealth
Florida
$324K +$86.3K +881 +36%
OCFG
1316
O'Connor Financial Group
Illinois
$324K +$324K +3,305 New
FCAG
1317
First Capital Advisors Group
New Jersey
$322K – – –
Qube Research & Technologies (QRT)
1318
Qube Research & Technologies (QRT)
United Kingdom
$322K -$194K -2,480 -38%
NP
1319
NorthRock Partners
Minnesota
$322K +$98 +1 +0%
MJB
1320
Mark J. Bradley
$322K -$601K -6,134 -65%
Loomis, Sayles & Company
1321
Loomis, Sayles & Company
Massachusetts
$320K +$320K +3,266 New
BCM
1322
Bourgeon Capital Management
Connecticut
$319K -$90.1K -920 -22%
AIM
1323
Alhambra Investment Management
Florida
$317K +$784 +8 +0.2%
UBG
1324
United Bank (Georgia)
Georgia
$316K – – –
PSCM
1325
Per Stirling Capital Management
Texas
$316K -$93.7K -957 -23%
51 52
53
54 55