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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 %
SIM
1676
Stratos Investment Management
Ohio
– – -3,265 Closed
PAM
1677
Peak Asset Management
Colorado
– – -3,246 Closed
CAM
1678
Cozad Asset Management
Illinois
– – -3,242 Closed
AIP
1679
Almanack Investment Partners
Pennsylvania
– – -3,169 Closed
IWM
1680
Iams Wealth Management
Nebraska
– – -3,119 Closed
FF
1681
Friedenthal Financial
New Jersey
– – -3,077 Closed
XS
1682
XR Securities
Illinois
– – -3,059 Closed
GHA
1683
GW Henssler & Associates
Georgia
– – -2,989 Closed
CRI
1684
Colonial River Investments
Virginia
– – -2,949 Closed
HAS
1685
HBW Advisory Services
California
– – -2,909 Closed
SIMG
1686
Sonora Investment Management Group
Arizona
– – -2,796 Closed
BCA
1687
Bay Colony Advisors
Massachusetts
– – -2,771 Closed
MC
1688
Moors & Cabot
Massachusetts
– – -2,759 Closed
SIC
1689
Sterling Investment Counsel
New York
– – -2,694 Closed
BTWM
1690
Baker Tilly Wealth Management
Wisconsin
– – -2,635 Closed
IA
1691
IFG Advisory
Georgia
– – -2,573 Closed
TDC
1692
Thompson Davis & Co
Virginia
– – -2,548 Closed
AGP
1693
Autumn Glory Partners
Texas
– – -2,479 Closed
CW
1694
Channel Wealth
California
– – -2,459 Closed
GWAM
1695
Guardian Wealth Advisors (Minnesota)
Minnesota
– – -2,427 Closed
EWA
1696
ERTS Wealth Advisors
Michigan
– – -2,403 Closed
AP
1697
Americana Partners
Texas
– – -2,395 Closed
KFP
1698
KMG Fiduciary Partners
Ohio
– – -2,377 Closed
CA
1699
Cresta Advisors
Texas
– – -2,350 Closed
BHBT
1700
Burke & Herbert Bank & Trust
Virginia
– – -2,308 Closed
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