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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 %
HI
1476
Hendershot Investments
Virginia
$148K 1,516 -195 -11%
FCA
1477
FinTrust Capital Advisors
South Carolina
$147K 1,512 – –
OLVIG
1478
Oliver Lagore Vanvalin Investment Group
Michigan
$146K 1,488 +1,459 +5,031%
SIS
1479
Sound Income Strategies
Florida
$140K 1,429 -1,818 -56%
CWP
1480
Concord Wealth Partners
Virginia
$139K 1,417 +2 +0.1%
CSWM
1481
Cassady Schiller Wealth Management
Ohio
$133K 1,361 +217 +19%
SSB
1482
Sandy Spring Bank
Maryland
$133K 1,357 +676 +99%
LOIP
1483
Live Oak Investment Partners
Texas
– – – –
RDFA
1484
Ritter Daniher Financial Advisory
Ohio
$125K 1,280 +5 +0.4%
AFS
1485
Annapolis Financial Services
Maryland
$125K 1,274 – –
AA
1486
Addison Advisors
Vermont
$123K 1,255 – –
EDRH
1487
Edmond de Rothschild Holding
Switzerland
$122K 1,250 +500 +67%
IBOK
1488
Independence Bank of Kentucky
Kentucky
$120K 1,226 -150 -11%
PA
1489
PSI Advisors
Florida
$119K 1,214 +332 +38%
TF
1490
TimeScale Financial
Massachusetts
$118K 1,201 +1,201 New
BCA
1491
Bray Capital Advisors
Florida
$118K 1,200 – –
SWM
1492
Sugarloaf Wealth Management
Georgia
$116K 1,189 -35 -3%
RCM
1493
Rain Capital Management
Oregon
$116K 1,183 +946 +399%
TCOV
1494
Trust Company of Vermont
Vermont
$114K 1,161 – –
WCM
1495
Wunderlich Capital Managemnt
Tennessee
$111K 1,130 – –
BCV
1496
Banque Cantonale Vaudoise
Switzerland
$108K 1,100 +1,100 New
CIA
1497
Cape Investment Advisory
Georgia
$106K 1,086 -22 -2%
CA
1498
Centerpoint Advisors
Massachusetts
$106K 1,085 +160 +17%
RAM
1499
Riggs Asset Management
Pennsylvania
$104K 1,066 +322 +43%
BLC
1500
Brown, Lisle/Cummings
Rhode Island
$101K 1,033 -280 -21%
58 59
60
61 62