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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 %
GFPC
1551
Global Financial Private Client
Florida
$35.8K 367 – –
SC
1552
Steph & Co
Wisconsin
$35.2K 359 +160 +80%
BBHC
1553
Brown Brothers Harriman & Co
New York
$34.9K 356 -149 -30%
VWM
1554
Valley Wealth Managers
New Jersey
$34.5K 352 -358 -50%
BWP
1555
Baldwin Wealth Partners
Massachusetts
$31.8K 325 – –
TIM
1556
Tortoise Investment Management
New York
$31.2K 319 +2 +0.6%
CLOS
1557
Compagnie Lombard Odier SCmA
Switzerland
$31.1K 317 – –
JAM
1558
JCIC Asset Management
Ontario, Canada
$30.9K 315 – –
SA
1559
SRH Advisors
Kansas
$30.7K 308 – –
CP
1560
Castleview Partners
Texas
$30K 306 -499 -62%
SFSG
1561
Sound Financial Strategies Group
Mississippi
$29.9K 305 -58 -16%
PFBT
1562
Parkside Financial Bank & Trust
Missouri
$28.8K 294 +193 +191%
AT
1563
Avalon Trust
New Mexico
$28.4K 290 +290 New
KHC
1564
Koesten Hirschmann & Crabtree
Kansas
$28.3K 289 +5 +2%
PAI
1565
Pittenger & Anderson Inc
Nebraska
$27.1K 277 -200 -42%
HWP
1566
Highline Wealth Partners
California
$25.1K 256 – –
ADL
1567
Asset Dedication LLC
California
$25K 257 – –
BCPWM
1568
Bradley & Co Private Wealth Management
Florida
$24.9K 254 – –
RWM
1569
Ruedi Wealth Management
Illinois
$23K 235 +4 +2%
LC
1570
Lindbrook Capital
California
$22.9K 234 +234 New
LWANC
1571
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.2K 227 – –
SVCP
1572
Silicon Valley Capital Partners
California
$22.1K 226 +2 +0.9%
WTA
1573
Washington Trust Advisors
Massachusetts
$22K 225 – –
EWM
1574
Endurance Wealth Management
Rhode Island
$22K 225 – –
SL
1575
Savior LLC
Massachusetts
$21.5K 219 +45 +26%
61 62
63
64 65