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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NL
1401
Navalign LLC
California
$241K 2,459 – –
ClearBridge Investments
1402
ClearBridge Investments
New York
$241K 2,458 +51 +2%
HCA
1403
Horan Capital Advisors
Ohio
$239K 2,443 -25 -1%
MFT
1404
Moisand Fitzgerald Tamayo
Florida
$238K 2,425 – –
Barclays
1405
Barclays
United Kingdom
$235K 2,396 -157,274 -98%
HBW
1406
Hazlett, Burt & Watson
West Virginia
$235K 2,390 +2,390 New
BSB
1407
Bangor Savings Bank
Maine
$230K 2,352 -485 -17%
SOAG
1408
Silver Oak Advisory Group
Oregon
$230K 2,351 +32 +1%
HIS
1409
Harvest Investment Services
Illinois
$230K 2,348 +2,348 New
FFA
1410
Founders Financial Alliance
North Carolina
$230K 2,343 +411 +21%
ARG
1411
Advisory Resource Group
Oklahoma
$229K 2,343 +29 +1%
FWP
1412
Falcon Wealth Planning
California
$229K 2,340 +142 +6%
AA
1413
ACT Advisors
North Carolina
$229K 2,336 -1,825 -44%
CWM
1414
Cranbrook Wealth Management
Michigan
$228K 2,325 – –
SAM
1415
SignalPoint Asset Management
Missouri
$228K 2,325 +88 +4%
FANJ
1416
Financial Architects (New Jersey)
New Jersey
$227K 2,316 +2,316 New
AMIM
1417
Aull & Monroe Investment Management
Alabama
$227K 2,315 – –
RWI
1418
Red Wave Investments
Pennsylvania
$227K 2,313 -560 -19%
OWA
1419
Outlook Wealth Advisors
Texas
$226K 2,304 +2,304 New
FSWA
1420
Financial Synergies Wealth Advisors
Texas
$225K 2,296 +17 +0.7%
LBWM
1421
Left Brain Wealth Management
Illinois
$224K 2,287 -40 -2%
CCA
1422
Checchi Capital Advisers
California
$224K 2,284 -200 -8%
CTC
1423
Central Trust Company
Missouri
$222K 2,270 -972 -30%
CPG
1424
Cornerstone Planning Group
New Jersey
$221K 2,260 +2,260 New
PP
1425
PrairieView Partners
Minnesota
$221K 2,266 -458 -17%
55 56
57
58 59