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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 %
RBC
1501
Roble Belko & Company
Pennsylvania
$101K 1,034 +747 +260%
FPFS
1502
First Personal Financial Services
North Carolina
$99.3K 1,014 – –
TLA
1503
Tanglewood Legacy Advisors
Texas
$98.9K 1,010 +1 +0.1%
MFC
1504
Mechanics Financial Corp
Ohio
$98K 1,000 – –
PAIM
1505
Punch & Associates Investment Management
Minnesota
$97.9K 999 +114 +13%
NRC
1506
New Republic Capital
North Carolina
$94.1K 961 – –
WWP
1507
WR Wealth Planners
Missouri
$90.9K 928 +117 +14%
BCMLT
1508
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.8K 927 -586 -39%
RCM
1509
Raleigh Capital Management
North Carolina
$90.2K 921 +3 +0.3%
CCA
1510
Column Capital Advisors
Indiana
$89.8K 917 +20 +2%
FCMT
1511
Founders Capital Management (Texas)
Texas
$88.2K 900 -80 -8%
CSC
1512
Caldwell Sutter Capital
California
$88.2K 900 +761 +547%
NA
1513
Nordwand Advisors
Pennsylvania
$87.5K 893 +516 +137%
GWANC
1514
Guardian Wealth Advisors (North Carolina)
North Carolina
$86.2K 880 +870 +8,700%
MTIC
1515
Missouri Trust & Investment Company
Missouri
$83.7K 855 -249 -23%
NFSG
1516
Newbridge Financial Services Group
Florida
$83.1K 849 +311 +58%
GFL
1517
Granite FO LLC
New Hampshire
$82.8K 846 +5 +0.6%
IPW
1518
Impact Partnership Wealth
Georgia
$82.7K 844 +844 New
PCMC
1519
Private Capital Management (Colorado)
Colorado
$76.5K 781 – –
PPWM
1520
PFG Private Wealth Management
Florida
$76.2K 778 +24 +3%
VC
1521
Vestor Capital
Illinois
$76K 772 +9 +1%
LWCFA
1522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.2K 768 -742 -49%
MCM
1523
MV Capital Management
Maryland
$74.1K 756 +13 +2%
IGWM
1524
ICA Group Wealth Management
Colorado
$66.6K 680 +453 +200%
KFS
1525
Kelly Financial Services
Massachusetts
$62.1K 634 -20 -3%
59 60
61
62 63