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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
25.65%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.91%
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 %
HCMG
1351
Howard Capital Management Group
California
$294K +$294K +3,000 New
FA
1352
Financial Alternatives
California
$291K -$29.8K -304 -9%
JPLA
1353
Joseph P. Lucia & Associates
New York
$289K +$3.92K +40 +1%
TI
1354
Trexquant Investment
Connecticut
$287K +$287K +2,933 New
HT
1355
Headlands Technologies
Illinois
$286K +$20.9K +213 +8%
MPCG
1356
Matrix Private Capital Group
New York
$283K -$5.39K -55 -2%
GC
1357
Gould Capital
Washington
$282K -$67.5K -689 -19%
SFG
1358
SNS Financial Group
Minnesota
$282K -$499K -5,091 -64%
AR
1359
Apeiron RIA
Texas
$281K – – –
SCM
1360
Stordahl Capital Management
Colorado
$279K -$48.6K -496 -15%
TCM
1361
Triumph Capital Management
Colorado
$279K +$22.8K +233 +9%
JIC
1362
Joel Isaacson & Co
New York
$279K +$2.06K +21 +0.7%
TCOT
1363
Trust Company of Toledo
Ohio
$277K -$86.6K -884 -24%
MCA
1364
MSH Capital Advisors
Arizona
$277K -$26.8K -274 -9%
T
1365
TNF
Montana
$276K -$18.6K -190 -6%
LA
1366
LexAurum Advisors
Kansas
$276K +$5.39K +55 +2%
EWM
1367
Executive Wealth Management
Michigan
$273K -$52.4K -535 -16%
DWMS
1368
Dominguez Wealth Management Solutions
Virginia
$272K +$38.8K +396 +17%
MFS
1369
McNamara Financial Services
Massachusetts
$270K -$679 -7 -0.3%
WCM
1370
Whitener Capital Management
North Carolina
$267K -$86.8K -886 -25%
FNB
1371
Farmers National Bank
Kentucky
$267K -$2.16K -22 -0.8%
CWM
1372
Core Wealth Management
Florida
$266K -$721K -7,357 -73%
RFP
1373
Roth Financial Partners
Texas
$265K -$109K -1,110 -29%
BMC
1374
Benin Management Corp
Connecticut
$265K +$8.91K +91 +3%
SBIA
1375
Sheaff Brock Investment Advisors
Indiana
$264K – – –
53 54
55
56 57