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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
25.47%
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
1
Charles Schwab
California
$1.71B
2
USAA
2
United Services Automobile Association
Texas
$665M
3
RJA
3
Raymond James & Associates
Florida
$5.83B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.26B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$8.4B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.63B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
NL
3
NEPC LLC
Massachusetts
$0
4
OPAM
4
Ocean Park Asset Management
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
1351
Sheaff Brock Investment Advisors
Indiana
$254K – – –
BPCE
1352
Bank Pictet & Cie (Europe)
Germany
$254K – – –
ITIM
1353
Indiana Trust & Investment Management
Indiana
$253K +$253K +2,692 New
YWM
1354
Yoder Wealth Management
California
$252K -$88.9K -945 -26%
DWMS
1355
Dominguez Wealth Management Solutions
Virginia
$252K -$9.03K -96 -3%
RFP
1356
Roth Financial Partners
Texas
$252K -$2.45K -26 -1%
GPA
1357
Guidance Point Advisors
Massachusetts
$252K -$556K -5,912 -69%
BWM
1358
Brickley Wealth Management
California
$247K +$10.3K +110 +4%
FNB
1359
Farmers National Bank
Kentucky
$246K -$9.69K -103 -4%
OWA
1360
Octavia Wealth Advisors
Ohio
$246K +$246K +2,612 New
ET
1361
Equitable Trust
Tennessee
$245K – – –
FCB
1362
First County Bank
Connecticut
$245K -$93.1K -990 -28%
MA
1363
Montag & Associates
Georgia
$245K -$4.7K -50 -2%
SCA
1364
Scott Capital Advisors
Oregon
$243K +$243K +2,610 New
CAM
1365
Concorde Asset Management
Michigan
$242K -$86.7K -922 -26%
ARG
1366
Advisory Resource Group
Oklahoma
$242K +$21.2K +225 +10%
OCFG
1367
O'Connor Financial Group
Illinois
$241K -$69.7K -741 -22%
MCA
1368
MSH Capital Advisors
Arizona
$240K -$25.8K -274 -10%
FWP
1369
Falcon Wealth Planning
California
$239K +$18.7K +199 +9%
KWM
1370
KFG Wealth Management
Indiana
$239K +$239K +2,538 New
ORC
1371
O'Rourke & Company
Massachusetts
$238K -$7.42K -79 -3%
FWIA
1372
Fort Washington Investment Advisors
Ohio
$237K -$7.34K -78 -3%
WPC
1373
Waters Parkerson & Co
Louisiana
$236K – – –
T
1374
TNF
Montana
$235K -$23.7K -259 -9%
RA
1375
Rise Advisors
New York
$234K -$608K -6,466 -72%
53 54
55
56 57