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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 %
LCWP
1651
Legacy Capital Wealth Partners
Arkansas
– – -10,801 Closed
TFG
1652
Tilson Financial Group
New Jersey
– – -9,063 Closed
CW
1653
Cook Wealth
North Carolina
– – -8,300 Closed
GBWM
1654
Granite Bay Wealth Management
New Hampshire
– – -7,094 Closed
EIA
1655
Eldridge Investment Advisors
New Hampshire
– – -6,015 Closed
SDWMA
1656
Schneider Downs Wealth Management Advisors
Pennsylvania
– – -5,882 Closed
IUHSA
1657
Itau Unibanco Holding S.A.
Brazil
– – -5,530 Closed
CI
1658
CX Institutional
Indiana
– – -5,386 Closed
KIM
1659
Karpus Investment Management
New York
– – -5,385 Closed
EWA
1660
Etesian Wealth Advisors
Oregon
– – -5,096 Closed
GKIM
1661
GW&K Investment Management
Massachusetts
– – -4,862 Closed
MIA
1662
MMBG Investment Advisors
Florida
– – -4,520 Closed
BOM
1663
Bank of Marin
California
– – -4,515 Closed
WFA
1664
Wellspring Financial Advisors
Ohio
– – -4,267 Closed
OFS
1665
OneAscent Financial Services
Alabama
– – -4,192 Closed
BPC
1666
Banque Pictet & Cie
Switzerland
– – -4,100 Closed
PNAA
1667
Pictet North America Advisors
Switzerland
– – -4,100 Closed
CIP
1668
Chartwell Investment Partners
Pennsylvania
– – -4,070 Closed
NWMG
1669
National Wealth Management Group
Ohio
– – -4,058 Closed
IWS
1670
Insight Wealth Strategies
California
– – -4,056 Closed
FA
1671
Fortis Advisors
Pennsylvania
– – -3,887 Closed
SRC
1672
Sage Rhino Capital
California
– – -3,850 Closed
IFPG
1673
Intrepid Financial Planning Group
Indiana
– – -3,805 Closed
BW
1674
BIP Wealth
Georgia
– – -3,311 Closed
KF
1675
Krilogy Financial
Missouri
– – -3,280 Closed
65 66
67
68 69