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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 %
SG Americas Securities
1326
SG Americas Securities
New York
$316K – – –
LWM
1327
Lyell Wealth Management
California
$315K +$19.6K +200 +7%
RWIA
1328
Roger Wittlin Investment Advisory
California
$314K +$2.45K +25 +0.8%
MSCM
1329
McElhenny Sheffield Capital Management
Texas
$314K +$314K +3,205 New
MFG
1330
MidWestOne Financial Group
Iowa
$312K +$78.6K +802 +34%
NCM
1331
Noesis Capital Mangement
Florida
$310K -$5.88K -60 -2%
SCA
1332
Stonebridge Capital Advisors
Minnesota
$310K +$160K +1,633 +107%
BFO
1333
Biltmore Family Office
North Carolina
$310K – – –
SSWM
1334
Smith Salley Wealth Management
North Carolina
$307K -$423K -4,318 -58%
State Street
1335
State Street
Massachusetts
$307K +$3.62K +37 +1%
GWM
1336
GDS Wealth Management
Texas
$306K -$1.27K -13 -0.4%
FWS
1337
FinDec Wealth Services
California
$305K -$136K -1,386 -31%
KFP
1338
KB Financial Partners
New Jersey
$303K – – –
Man Group
1339
Man Group
United Kingdom
$302K +$302K +3,084 New
NAM
1340
NTV Asset Management
West Virginia
$302K – – –
GCM
1341
Gallacher Capital Management
Colorado
$299K -$1.08K -11 -0.4%
IFO
1342
Independent Family Office
New York
$297K – – –
GWM
1343
Grand Wealth Management
Michigan
$297K – – –
NAS
1344
Nicolet Advisory Services
Wisconsin
$297K +$8.2K +85 +3%
RWB
1345
RMR Wealth Builders
New Jersey
$296K +$9.11K +93 +3%
SWP
1346
Semus Wealth Partners
Florida
$296K -$14.9K -152 -5%
SCA
1347
Sage Capital Advisors
South Dakota
$295K -$7.93K -81 -3%
EW
1348
Enzi Wealth
Texas
$295K -$2.08M -21,114 -88%
HCM
1349
Hengehold Capital Management
Ohio
$294K +$294K +3,006 New
GCM
1350
Gables Capital Management
Florida
$294K – – –
52 53
54
55 56