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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 %
PFS
276
Prospera Financial Services
Texas
$18.5M +$143K +1,439 +0.8%
RIG
277
RiverFront Investment Group
Virginia
$18.4M -$7.85M -78,761 -30%
LFS
278
Lutz Financial Services
Nebraska
$18.4M -$836K -8,391 -4%
KPWS
279
Kestra Private Wealth Services
Texas
$18.4M +$8.84M +88,697 +92%
TGAM
280
TBH Global Asset Management
Tennessee
$18.3M +$1.14M +11,467 +7%
PA
281
Parkside Advisors
California
$18.3M +$2.56M +25,716 +16%
ASN
282
Advisory Services Network
Georgia
$18.3M +$739K +7,417 +4%
ACM
283
Agincourt Capital Management
Virginia
$18.3M +$35.2K +353 +0.2%
SFC
284
SYM Financial Corp
Indiana
$18.1M -$6.9M -69,281 -28%
NYLIM
285
New York Life Investment Management
New York
$18.1M +$845K +8,479 +5%
PP
286
Passaic Partners
New Jersey
$18.1M -$257K -2,584 -1%
WP
287
WealthSpring Partners
California
$17.8M -$61.8K -620 -0.3%
JPG
288
Jordan Park Group
California
$17.7M -$7.19M -72,194 -29%
VCM
289
Verger Capital Management
North Carolina
$17.6M -$102K -1,026 -0.6%
AG
290
Ascent Group
Virginia
$17.5M +$1.53M +15,341 +10%
EWA
291
Exencial Wealth Advisors
Oklahoma
$17.4M +$423K +4,248 +2%
PWM
292
Prentice Wealth Management
New York
$17.3M +$525K +5,273 +3%
AWA
293
Archvest Wealth Advisors
California
$16.9M +$994K +9,978 +6%
SFG
294
Snider Financial Group
Washington
$16.9M -$1.29M -12,938 -7%
CS
295
Credit Suisse
Switzerland
$16.8M -$142M -1,429,909 -89%
WT
296
Washington Trust
Rhode Island
$16.7M -$449K -4,507 -3%
MA
297
Mutual Advisors
Nebraska
$16.6M -$13.8M -138,676 -45%
MSFS
298
Main Street Financial Solutions
Pennsylvania
$16.6M +$551K +5,526 +3%
BWM
299
Boyd Wealth Management
California
$16.5M -$6.57M -65,894 -28%
AFA
300
Atlas Financial Advisors
California
$16.4M +$3.87M +38,822 +31%
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