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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 %
BCM
126
Brookstone Capital Management
Illinois
$55.2M 571,603 +47,324 +9%
SMM
127
Stadion Money Management
Georgia
$54.1M 552,151 +11,155 +2%
FMC
128
First Merchants Corp
Indiana
$53.8M 548,831 +1,080 +0.2%
TCM
129
Twele Capital Management
Minnesota
$53.4M 544,794 -14,949 -3%
CFG
130
Compton Financial Group
Maryland
$52.8M 538,790 +12,615 +2%
JWA
131
JFS Wealth Advisors
Pennsylvania
$52.6M 537,470 +26,530 +5%
RhumbLine Advisers
132
RhumbLine Advisers
Massachusetts
$52.1M 532,220 -118,894 -18%
AWM
133
AE Wealth Management
Kansas
$50.9M 519,468 +90,932 +21%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$50.9M 519,446 +14,901 +3%
SHGA
135
Sand Hill Global Advisors
California
$50.8M 518,849 +35,775 +7%
KWM
136
Kingsview Wealth Management
Oregon
$50.4M 514,637 -171,267 -25%
Victory Capital Management
137
Victory Capital Management
Texas
$49.9M 509,925 -273,972 -35%
LS
138
Liquid Strategies
Georgia
$49.7M 507,797 +29,356 +6%
MAM
139
Meeder Asset Management
Ohio
$49.7M 506,911 +299,707 +145%
FFN
140
Focus Financial Network
Minnesota
$49.6M 506,145 +40,279 +9%
Corient Private Wealth
141
Corient Private Wealth
Florida
$49.4M 503,988 +280,503 +126%
TC
142
Trust Company
Kansas
$49.3M 503,146 -844 -0.2%
BWM
143
Baystate Wealth Management
Massachusetts
$47.7M 487,358 +50,119 +11%
FCH
144
Freestone Capital Holdings
Washington
$47.6M 485,952 +25,167 +5%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$47.5M 485,325 -89,324 -16%
SPIA
146
Steward Partners Investment Advisory
New York
$47.4M 484,195 +46,334 +11%
RCG
147
Rock Creek Group
District of Columbia
$47.3M 483,274 -8,871 -2%
WB
148
WesBanco Bank
West Virginia
$46.9M 478,693 +74,662 +18%
VOYA Investment Management
149
VOYA Investment Management
Georgia
$46.7M 477,105 +221,045 +86%
TNBTD
150
Trustmark National Bank Trust Department
Mississippi
$46.7M 476,549 +12,344 +3%
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