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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 %
AWAP
301
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$16.2M +$5.34M +53,635 +49%
Barclays
302
Barclays
United Kingdom
$15.9M +$15.8M +158,412 +12,592%
XF
303
XML Financial
Maryland
$15.9M +$65K +652 +0.4%
HI
304
Hudock Inc
Pennsylvania
$15.7M +$9.58M +96,180 +156%
AWM
305
Abound Wealth Management
Tennessee
$15.7M +$2.06M +20,719 +15%
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$15.6M +$7.92M +79,535 +103%
SWA
307
Stratos Wealth Advisors
Ohio
$15.4M +$427K +4,290 +3%
LWM
308
Ledge Wealth Management
Minnesota
$15.4M +$1.34M +13,403 +9%
WI
309
WrapManager Inc
California
$15.4M +$870K +8,731 +6%
AFAS
310
Acorn Financial Advisory Services
Virginia
$15.3M +$15.3M +153,758 New
G
311
GenTrust
Florida
$15.2M -$2.4M -24,082 -14%
JJBC
312
James J. Burns & Company
New York
$15M +$5.52M +55,430 +58%
AI
313
Atria Investments
North Carolina
$15M -$4.15M -41,627 -22%
PWM
314
Perigon Wealth Management
California
$14.9M +$2.78M +27,885 +23%
LFS
315
Legacy Financial Strategies
Kansas
$14.7M +$766K +7,683 +5%
RCP
316
Rothschild Capital Partners
New York
$14.6M +$14.1M +141,101 +2,589%
CPW
317
Crestmont Private Wealth
Texas
$14.6M +$141K +1,412 +1%
BA
318
Ballast Advisors
Minnesota
$14.5M +$835K +8,385 +6%
SA
319
Sunesis Advisors
Kansas
$14.5M +$8.37K +84 +0.1%
ECG
320
Edge Capital Group
Georgia
$14.4M +$877K +8,801 +6%
CIBC World Market
321
CIBC World Market
Ontario, Canada
$14.3M -$441K -4,423 -3%
DI
322
Diligent Investors
California
$14M +$57.2K +574 +0.4%
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$14M -$8.74M -87,701 -39%
GFG
324
Goldstone Financial Group
Illinois
$13.9M +$13.9M +139,817 New
ISWM
325
Independent Solutions Wealth Management
New York
$13.9M -$21.2K -213 -0.2%
11 12
13
14 15