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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 %
CFA
1326
Cahill Financial Advisors
Minnesota
$283K -$73.4K -780 -21%
HCMG
1327
Howard Capital Management Group
California
$282K – – –
SIA
1328
SkyView Investment Advisors
New Jersey
$282K -$309K -3,292 -52%
KL
1329
KWMG LLC
Kansas
$280K -$83.9K -892 -23%
JPLA
1330
Joseph P. Lucia & Associates
New York
$279K +$1.41K +15 +0.5%
MPCG
1331
Matrix Private Capital Group
New York
$272K – – –
IFWM
1332
Institute for Wealth Management
Colorado
$272K -$93.3K -992 -26%
JWM
1333
Jessup Wealth Management
Ohio
$270K -$248K -2,641 -48%
JIC
1334
Joel Isaacson & Co
New York
$270K +$2.16K +23 +0.8%
DSA
1335
Droms Strauss Advisors
Missouri
$269K +$13.6K +145 +5%
PMG
1336
ProVise Management Group
Florida
$269K -$1.36M -14,428 -83%
JFA
1337
JNBA Financial Advisors
Minnesota
$268K +$268K +2,848 New
FSA
1338
Financial Services Advisory
Maryland
$268K +$21.1K +224 +9%
WPC
1339
White Pine Capital
Minnesota
$266K +$266K +2,828 New
SCA
1340
Sage Capital Advisors
South Dakota
$265K -$18.2K -194 -6%
GC
1341
Gould Capital
Washington
$263K -$4.84K -52 -2%
CAI
1342
Capital Advisors Inc
Oklahoma
$263K +$263K +2,800 New
PCA
1343
Prosperity Capital Advisors
Ohio
$263K -$561K -5,969 -68%
KFGK
1344
Keystone Financial Group (Kentucky)
Kentucky
$263K +$263K +2,795 New
SWP
1345
Semus Wealth Partners
Florida
$262K -$22.2K -236 -8%
AP
1346
Adero Partners
California
$262K +$262K +2,786 New
SWMP
1347
Signature Wealth Management Partners
New Jersey
$262K +$27.9K +297 +12%
Simplex Trading
1348
Simplex Trading
Illinois
$260K +$260K +2,775 New
AIM
1349
Alhambra Investment Management
Florida
$259K -$45.7K -486 -15%
BMC
1350
Benin Management Corp
Connecticut
$254K – – –
52 53
54
55 56