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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,609 hedge funds and large institutions have $74.9B invested in iShares Core US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 688 increasing their positions, 624 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,609
Holders Change
-11
Holders Change %
-0.68%
% of All Funds
25.75%
Holding in Top 10
306
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.16%
% of All Funds
4.9%
New
144
Increased
688
Reduced
624
Closed
118
Calls
$20.2M
Puts
$1.73M
Net Calls
+$18.5M
Net Calls Change
+$58.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$644M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$569M
3
US Bancorp
US Bancorp
Minnesota
+$521M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
5
RJA
Raymond James & Associates
Florida
+$416M

Top Sellers

1
BlackRock
BlackRock
New York
-$305M
2
USAA
United Services Automobile Association
Texas
-$227M
3
CS
Credit Suisse
Switzerland
-$142M
4
MCM
MKP Capital Management
New York
-$126M
5
BF
BOK Financial
Oklahoma
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPWM
251
Traverso Chambers Private Wealth Management
California
$22.3M +$9.37K +94 +0%
Principal Financial Group
252
Principal Financial Group
Iowa
$22M -$1M -10,085 -4%
NRI
253
NFP Retirement Inc
California
$22M +$2.07M +20,816 +10%
TCM
254
Towercrest Capital Management
Pennsylvania
$21.8M -$512K -5,141 -2%
WANY
255
Wealthspire Advisors (New York)
New York
$21.8M -$3.83M -38,409 -15%
SWP
256
Summit Wealth Partners
Florida
$21.6M -$1.43M -14,310 -6%
EBT
257
Enterprise Bank & Trust
Massachusetts
$21.3M -$176K -1,770 -0.8%
BWM
258
BerganKDV Wealth Management
Minnesota
$21.1M -$146K -1,462 -0.7%
TA
259
Tectonic Advisors
Texas
$20.9M +$378K +3,795 +2%
FHC
260
Fort Henry Capital
West Virginia
$20.8M +$869K +8,717 +4%
HW
261
Hancock Whitney
Mississippi
$20.8M -$20.7M -207,811 -50%
TFA
262
Transamerica Financial Advisors
Florida
$20.7M +$3.86M +38,762 +23%
TW
263
Transform Wealth
Colorado
$20.7M +$4.65M +46,699 +29%
MAM
264
Meeder Asset Management
Ohio
$20.6M -$31.3M -314,128 -60%
GGS
265
Galvin Gaustad & Stein
Arizona
$20.4M +$1.03M +10,325 +5%
FSC
266
Full Sail Capital
Oklahoma
$20.1M +$2.91M +29,248 +17%
BFG
267
Berger Financial Group
Minnesota
$20M -$1.29M -12,952 -6%
VAS
268
Vestmark Advisory Solutions
Massachusetts
$19.7M +$7.06M +70,880 +56%
CFA
269
Capstone Financial Advisors
Illinois
$19.6M -$290K -2,911 -1%
FA
270
FDx Advisors
Illinois
$19.5M – – –
CFGS
271
Concourse Financial Group Securities
Alabama
$19.5M -$721K -7,241 -4%
CAL
272
Capital Analysts LLC
Pennsylvania
$19.3M +$6.13M +61,511 +47%
FBT
273
First Bank & Trust
South Dakota
$19.1M – – –
MWM
274
Mascoma Wealth Management
New Hampshire
$19.1M +$10M +100,027 +110%
CA
275
Cetera Advisors
Colorado
$18.6M +$7.39M +74,169 +66%
9 10
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