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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
Raymond James & Associates
Florida
$5.75B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.78B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.04B
4
BlackRock
BlackRock
New York
$4.25B
5
USAA
United Services Automobile Association
Texas
$305M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
2
Jane Street
Jane Street
New York
$213K
3
Morgan Stanley
Morgan Stanley
New York
$2.41B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$44M
5
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCE
1376
Bank Pictet & Cie (Europe)
Germany
$264K -$60.1K -614 -19%
DSA
1377
Droms Strauss Advisors
Missouri
$264K -$62.9K -647 -19%
CT
1378
Clearstead Trust
Maine
$263K +$182K +1,854 +223%
FA
1379
Fermata Advisors
California
$261K -$9.92M -101,235 -97%
MA
1380
Montag & Associates
Georgia
$260K +$255K +2,600 +5,200%
BBA
1381
Braun-Bostich & Associates
Pennsylvania
$259K +$259K +2,648 New
FSA
1382
Financial Services Advisory
Maryland
$257K +$33.9K +346 +15%
ORC
1383
O'Rourke & Company
Massachusetts
$256K -$980 -10 -0.4%
ET
1384
Equitable Trust
Tennessee
$255K +$255K +2,608 New
OFG
1385
Oxford Financial Group
Indiana
$255K +$128K +1,308 +101%
3LCM
1386
3D/L Capital Management
Connecticut
$255K -$142K -1,451 -36%
FWIA
1387
Fort Washington Investment Advisors
Ohio
$255K -$9.01K -92 -3%
CCA
1388
Cadent Capital Advisors
Oklahoma
$252K +$15.3K +156 +6%
FDCDDQ
1389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$248K -$119K -1,210 -32%
WAS
1390
WESPAC Advisors SoCal
California
$248K – – –
HCP
1391
Hexagon Capital Partners
Arkansas
$248K – – –
BWM
1392
Brickley Wealth Management
California
$246K +$23.1K +236 +10%
WPC
1393
Waters Parkerson & Co
Louisiana
$246K – – –
QS
1394
Quantitative Strategies
California
$246K +$246K +2,509 New
WI
1395
Wedgewood Investors
Pennsylvania
$244K – – –
SWMP
1396
Signature Wealth Management Partners
New Jersey
$244K +$244K +2,486 New
LWP
1397
Lumature Wealth Partners
Georgia
$243K -$7.15K -73 -3%
CFS
1398
CRA Financial Services
New Jersey
$242K -$1.96K -20 -0.8%
AFG
1399
AFS Financial Group
Maryland
$241K +$2.84K +29 +1%
CFO
1400
CVA Family Office
Colorado
$241K +$16.2K +165 +7%
54 55
56
57 58