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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 %
SIC
1576
SJS Investment Consulting
Ohio
$21.1K 215 – –
CA
1577
Crewe Advisors
Utah
$21K 214 +6 +3%
CWC
1578
Carolinas Wealth Consulting
North Carolina
$20.4K 209 -51 -20%
AWM
1579
Aspire Wealth Management
Massachusetts
$20.1K 205 – –
IRC
1580
Investors Research Corp
Georgia
$19.8K 202 – –
HPC
1581
HM Payson & Co
Maine
$19.6K 200 – –
CG
1582
Cutler Group
California
$19K 201 +201 New
HWM
1583
HighMark Wealth Management
Minnesota
$18.6K 190 -477 -72%
POIA
1584
Pin Oak Investment Advisors
Texas
$18K 188 +188 New
NRG
1585
Nemes Rush Group
Michigan
$17.5K 179 +179 New
LWA
1586
Lowe Wealth Advisors
Maryland
$16.8K 172 – –
EAM
1587
Eukles Asset Management
Ohio
$16.7K 171 +171 New
GIA
1588
Goodwin Investment Advisory
Georgia
$15.8K 161 +133 +475%
BC
1589
Barrett & Company
Rhode Island
$15K 153 – –
LFA
1590
Level Financial Advisors
New York
$14.7K 150 +150 New
ME
1591
McIlrath & Eck
Washington
$14.1K 144 – –
TCPG
1592
Trivant Custom Portfolio Group
California
$14K 143 -74 -34%
EBA
1593
Eagle Bay Advisors
New York
$13.6K 139 -337 -71%
PK
1594
Pflug Koory
Nebraska
$12.4K 127 – –
MAWCM
1595
Mine & Arao Wealth Creation & Management
California
$12.4K 126 – –
TH
1596
TCTC Holdings
Texas
$12K 123 – –
KM
1597
Kalos Management
Georgia
$11.1K 113 – –
AWM
1598
AllSquare Wealth Management
New York
$11K 112 – –
NMG
1599
New Millennium Group
Utah
$11K 112 – –
WWM
1600
Wagner Wealth Management
South Carolina
$10.5K 107 +5 +5%
62 63
64
65 66