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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 %
AWA
326
Arete Wealth Advisors
Illinois
$13.8M +$701K +7,040 +5%
CSIA
327
Charles Schwab Investment Advisory
California
$13.8M +$2.8M +28,148 +26%
CFG
328
Citizens Financial Group
Rhode Island
$13.7M -$854K -8,572 -6%
IFA
329
Interactive Financial Advisors
Illinois
$13.7M +$455K +4,564 +3%
CAG
330
Crestwood Advisors Group
Massachusetts
$13.7M +$3.2M +32,123 +31%
RPG
331
Resource Planning Group
Georgia
$13.7M -$1.22M -12,287 -8%
PAMS
332
Pictet Asset Management (Switzerland)
Switzerland
$13.6M -$937K -9,400 -6%
BSSFA
333
Baron Silver Stevens Financial Advisors
Florida
$13.5M -$2.01M -20,170 -13%
NC
334
NewSquare Capital
Pennsylvania
$13.4M -$193K -1,935 -1%
FCIM
335
Fairview Capital Investment Management
California
$13.4M +$1.84M +18,420 +16%
RW
336
Regimen Wealth
Georgia
$13.4M +$12.9M +120,104 +2,495%
LL
337
LPWM LLC
Minnesota
$13.3M +$2.58M +25,925 +24%
9WM
338
9258 Wealth Management
Ohio
$13.1M +$767K +7,699 +6%
TAM
339
TCP Asset Management
Ohio
$13.1M +$2.63M +26,375 +25%
GCA
340
Greenwood Capital Associates
South Carolina
$13.1M +$1.76M +17,677 +16%
CH
341
Canton Hathaway
Rhode Island
$13.1M – – –
CWM
342
Chesapeake Wealth Management
Virginia
$13M +$37K +371 +0.3%
RSWM
343
Robertson Stephens Wealth Management
California
$13M +$2.71M +27,187 +26%
LNC
344
Lincoln National Corp
Pennsylvania
$12.9M +$1.26M +12,615 +11%
MWP
345
Madison Wealth Partners
Wisconsin
$12.8M +$10.8M +107,897 +513%
William Blair & Company
346
William Blair & Company
Illinois
$12.7M -$2.15M -21,554 -14%
EIP
347
Easterly Investment Partners
Massachusetts
$12.6M – – –
TIA
348
Tiemann Investment Advisors
California
$12.6M +$267K +2,684 +2%
BC
349
Bowman & Company
Wisconsin
$12.5M -$25.2K -253 -0.2%
AT
350
American Trust
Kentucky
$12M +$4.64M +46,450 +63%
12 13
14
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