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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 %
DJSG
1626
D.J. St. Germain
Massachusetts
$1.67K 17 +17 New
PWMG
1627
Prestige Wealth Management Group
New Jersey
$1.37K 14 – –
WWM
1628
Wolff Wiese Magana
California
$980 10 – –
MIM
1629
Macroview Investment Management
Maryland
$396 4 – –
AIA
1630
Armor Investment Advisors
North Carolina
$294 3 – –
IHWM
1631
Iron Horse Wealth Management
Iowa
$239 2 – –
AWA
1632
Artemis Wealth Advisors
New York
$172 2 – –
Toronto Dominion Bank
1633
Toronto Dominion Bank
Ontario, Canada
– – -1,555,000 Closed
IAIM
1634
Industrial Alliance Investment Management
Quebec, Canada
– – -781,801 Closed
PPWP
1635
Proquility Private Wealth Partners
Nevada
– – -330,000 Closed
SPP
1636
Single Point Partners
Massachusetts
– – -252,098 Closed
SIGI
1637
Susquehanna International Group (Ireland)
Ireland
– – -228,826 Closed
SWG
1638
Summit Wealth Group
Vermont
– – -212,384 Closed
T. Rowe Price Associates
1639
T. Rowe Price Associates
Maryland
– – -48,375 Closed
SBLIC
1640
Security Benefit Life Insurance Company
Kansas
– – -41,300 Closed
MCA
1641
Magnolia Capital Advisors
Mississippi
– – -35,225 Closed
WEG
1642
World Equity Group
Illinois
– – -29,657 Closed
GCM
1643
G2 Capital Management
Ohio
– – -29,430 Closed
LBIM
1644
Land & Buildings Investment Management
Connecticut
– – -29,400 Closed
FFA
1645
Fi3 Financial Advisors
Indiana
– – -22,403 Closed
CF
1646
Copperwynd Financial
Arizona
– – -19,586 Closed
GSC
1647
Grey Street Capital
Illinois
– – -19,293 Closed
HKIMG
1648
Hutchens & Kramer Investment Management Group
Indiana
– – -15,573 Closed
PWM
1649
PRW Wealth Management
Massachusetts
– – -13,100 Closed
Renaissance Technologies
1650
Renaissance Technologies
New York
– – -10,900 Closed
64 65
66
67 68