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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 %
DFA
1426
Delta Financial Advisors
Louisiana
$221K 2,255 -994 -31%
GP
1427
Girard Partners
Pennsylvania
$221K 2,254 +26 +1%
CPW
1428
Catalyst Private Wealth
California
$219K 2,235 -2,815 -56%
DWM
1429
Darwin Wealth Management
Florida
$219K 2,254 -682 -23%
TMWM
1430
Taylor & Morgan Wealth Management
Michigan
$218K 2,226 +16 +0.7%
SC
1431
SouthState Corp
Florida
$218K 2,224 +791 +55%
HSG
1432
Helen Stephens Group
Texas
$218K 2,221 -41 -2%
SWM
1433
Segment Wealth Management
Texas
$216K 2,210 – –
Tudor Investment Corp
1434
Tudor Investment Corp
Connecticut
$216K 2,205 +2,205 New
EP
1435
Edgestream Partners
New Jersey
$216K 2,204 +2,204 New
OAP
1436
One Advisory Partners
Kansas
$215K 2,195 -4 -0.2%
TRIA
1437
Trail Ridge Investment Advisors
Colorado
$215K 2,193 +2,193 New
SWM
1438
Silverlake Wealth Management
Vermont
$215K 2,192 -12 -0.5%
NB
1439
NBT Bank
New York
$214K 2,185 -40 -2%
JGCM
1440
Joseph Group Capital Management
Ohio
$213K 2,172 -205 -9%
Jane Street
1441
Jane Street
New York
$213K 2,170 -1,476,595 -100%
HFA
1442
High Falls Advisors
New York
$213K 2,170 -1,132 -34%
AWP
1443
Atlas Wealth Partners
Pennsylvania
$210K 2,141 +2,141 New
MWM
1444
Maripau Wealth Management
Indiana
$210K 2,142 -1,684 -44%
FCM
1445
Family Capital Management
Michigan
$209K 2,133 +25 +1%
PCP
1446
Proficio Capital Partners
Massachusetts
$208K 2,128 +2,128 New
DWP
1447
Destiny Wealth Partners
Florida
$206K 2,103 -20 -0.9%
SRC
1448
Shufro Rose & Co
New York
$205K 2,090 -70 -3%
ODG
1449
O'Dell Group
Ohio
$204K 2,085 +1 +0%
WJA
1450
Willis Johnson & Associates
Texas
$203K 2,077 -5 -0.2%
56 57
58
59 60