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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 %
WA
1701
Wealth Alliance
New York
– – -2,305 Closed
VAFP
1702
Vahanian & Associates Financial Planning
New York
– – -2,150 Closed
MHS
1703
M Holdings Securities
Oregon
– – -2,108 Closed
LGA
1704
Lebenthal Global Advisors
New York
– – -2,088 Closed
DCM
1705
Dimension Capital Management
Florida
– – -2,068 Closed
WDC
1706
Woodward Diversified Capital
California
– – -2,051 Closed
WAG
1707
Winthrop Advisory Group
Massachusetts
– – -2,031 Closed
JFA
1708
JNBA Financial Advisors
Minnesota
– – -1,475 Closed
CBT
1709
CoreFirst Bank & Trust
Kansas
– – -669 Closed
BCMIO
1710
Beacon Capital Management Inc (Ohio)
Ohio
– – -588 Closed
TSA
1711
Tri-Star Advisors
Texas
– – -483 Closed
WAM
1712
Worth Asset Management
Texas
– – -480 Closed
TCWA
1713
Ten Capital Wealth Advisors
Washington
– – -473 Closed
AWM
1714
Activest Wealth Management
Florida
– – -376 Closed
MRC
1715
Millburn Ridgefield Corp
New York
– – -239 Closed
OSNBOA
1716
Old Second National Bank of Aurora
Illinois
– – -235 Closed
FCA
1717
Fortis Capital Advisors
Kansas
– – -219 Closed
OIS
1718
Okabena Investment Services
Minnesota
– – -90 Closed
FIM
1719
FWL Investment Management
Texas
– – -32 Closed
NECFA
1720
New England Capital Financial Advisors
Connecticut
– – -13 Closed
CCP
1721
Clarkston Capital Partners
Michigan
– – -8 Closed
AWA
1722
Alaska Wealth Advisors
Alaska
– – -1 Closed
Susquehanna International Group
1723
Susquehanna International Group
Pennsylvania
– – – –
Wolverine Trading
1724
Wolverine Trading
Illinois
– – – –
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