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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 %
ACM
1601
Antonetti Capital Management
Florida
$10.3K 105 – –
PIAS
1602
PCA Investment Advisory Services
Ohio
$10.2K 104 +104 New
LFA
1603
LGT Financial Advisors
Texas
$10.1K 103 +103 New
FPB
1604
First PREMIER Bank
South Dakota
$10K 106 -945 -90%
SOW
1605
State of Wyoming
Wyoming
$9.8K 100 – –
TC
1606
Truvestments Capital
Florida
$9.19K 94 – –
TFP
1607
Tilia Fiduciary Partners
North Carolina
$8.41K 86 -58 -40%
IRAG
1608
Investment Research & Advisory Group
Georgia
$7.74K 79 – –
HI
1609
Hoey Investments
Pennsylvania
$7.05K 72 – –
TWM
1610
Tradition Wealth Management
Minnesota
$7K 75 -48 -39%
VNA
1611
Valley National Advisers
Pennsylvania
$6K 59 -94 -61%
VCM
1612
Versant Capital Management
Arizona
$5.78K 59 – –
EWM
1613
EPG Wealth Management
Georgia
$5.78K 59 +59 New
GWSA
1614
Global Wealth Strategies & Associates
Colorado
$5.49K 56 – –
TAM
1615
Townsend Asset Management
North Carolina
$5.1K 52 – –
C
1616
Covestor
United Kingdom
$5K 47 -27 -36%
SWA
1617
Sutton Wealth Advisors
Florida
$4.73K 48 – –
CWA
1618
Carolina Wealth Advisors
South Carolina
$4.7K 48 +48 New
CMP
1619
Coston McIsaac & Partners
Maine
$4K 45 – –
IFAM
1620
Institutional & Family Asset Management
Colorado
$3.65K 37 -144 -80%
VAG
1621
VisionPoint Advisory Group
Texas
$3.62K 37 +37 New
VWM
1622
Venturi Wealth Management
Texas
$3.33K 34 +34 New
FRA
1623
Front Row Advisors
California
$3K 27 – –
GWS
1624
Glassman Wealth Services
Virginia
$2.25K 23 – –
CCM
1625
Chilton Capital Management
Texas
$1.67K 17 -176 -91%
63 64
65
66 67