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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 %
GLLW
151
Graves Light Lenhart Wealth
Virginia
$45.9M 468,928 +31,313 +7%
SOMRS
152
State of Michigan Retirement System
Michigan
$45.8M 467,500 – –
PFM
153
Phillips Financial Management
Indiana
$45.6M 465,225 -14,338 -3%
CA
154
Cambridge Associates
Massachusetts
$45.5M 464,855 -61,438 -12%
PP
155
PDS Planning
Ohio
$45.4M 463,836 +37,104 +9%
FBFS
156
First Business Financial Services
Wisconsin
$44.9M 458,082 -16,806 -4%
AIP
157
Ameritas Investment Partners
Nebraska
$44.5M 454,456 +26,125 +6%
MWP
158
Meridian Wealth Partners
Pennsylvania
$44.4M 453,476 +27,665 +6%
CHP
159
Cable Hill Partners
Oregon
$44.2M 451,210 +5,842 +1%
PWA
160
Phoenix Wealth Advisors
North Carolina
$44.1M 449,973 -8,165 -2%
BHWM
161
Bar Harbor Wealth Management
New Hampshire
$44M 449,445 +48,114 +12%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$44M 450,624 -847,661 -65%
RJT
163
Raymond James Trust
Florida
$43.4M 443,034 +43,364 +11%
MIM
164
MetLife Investment Management
New Jersey
$42.9M 438,000 -19,400 -4%
VC
165
Vicus Capital
Pennsylvania
$42.3M 432,310 +72,641 +20%
SB
166
Sunflower Bank
Texas
$42.2M 430,372 -15,244 -3%
ANB
167
Amarillo National Bank
Texas
$40.9M 417,890 +13,340 +3%
AFC
168
Adaptive Financial Consulting
Ohio
$40.6M 414,452 -56,712 -12%
FHA
169
First Horizon Advisors
Tennessee
$40.4M 412,585 -3,893 -0.9%
TCM
170
TD Capital Management
Tennessee
$40.1M 409,366 -3,541 -0.9%
EGWAG
171
Elwood & Goetz Wealth Advisory Group
Georgia
$40M 408,178 +9,076 +2%
HFS
172
Hantz Financial Services
Michigan
$39.9M 407,798 +5,911 +1%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$39.2M 399,768 +79,192 +25%
BC
174
Bartlett & Co
Ohio
$39.2M 399,768 +79,192 +25%
LPT
175
Legacy Private Trust
Wisconsin
$38.9M 397,392 +71,066 +22%
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