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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 %
CIAS
1451
Capital Investment Advisory Services
North Carolina
$202K 2,066 +392 +23%
BFG
1452
Baron Financial Group
New Jersey
$201K 2,055 -20 -1%
BWG
1453
Beta Wealth Group
California
$201K 2,047 -663 -24%
HWA
1454
HCR Wealth Advisors
California
$200K 2,044 +2,044 New
WCFA
1455
Walkner Condon Financial Advisors
Wisconsin
$200K 2,044 +2,044 New
GI
1456
Gradient Investments
Minnesota
$197K 2,009 +615 +44%
ZC
1457
Zeit Capital
Colorado
$193K 1,969 – –
WBC
1458
West Branch Capital
Massachusetts
$192K 1,960 +545 +39%
TFA
1459
Toth Financial Advisory
Virginia
$190K 1,940 -8 -0.4%
MFC
1460
Morris Financial Concepts
South Carolina
$185K 1,886 -68 -3%
CPA
1461
Cardiff Park Advisors
California
$180K 1,842 +58 +3%
RI
1462
Ridgewood Investments
New Jersey
$171K 1,743 – –
CHA
1463
Carmichael Hill & Associates
Maryland
$169K 1,729 – –
CHC
1464
City Holding Co
West Virginia
$165K 1,687 -254 -13%
SS
1465
Sunbelt Securities
Texas
$163K 1,660 -347 -17%
DSC
1466
Duncker Streett & Co
Missouri
$163K 1,660 – –
DI
1467
Disciplined Investments
Oklahoma
$161K 1,647 +96 +6%
CA
1468
Clearstead Advisors
Ohio
$157K 1,607 +40 +3%
WOSD
1469
WFA of San Diego
California
$156K 1,596 +1,596 New
FA
1470
Faithward Advisors
Pennsylvania
$154K 1,599 +250 +19%
AWM
1471
Atticus Wealth Management
Florida
$153K 1,565 -5,191 -77%
AIC
1472
Archer Investment Corporation
Indiana
$152K 1,557 +272 +21%
SWPG
1473
Strategic Wealth Partners Group
Illinois
$151K 1,547 +1,547 New
NIC
1474
Northwest Investment Counselors
Oregon
$151K 1,538 +3 +0.2%
KFI
1475
Key Financial Inc
Pennsylvania
$149K 1,524 +154 +11%
57 58
59
60 61