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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 %
CWP
376
Corepath Wealth Partners
Arizona
$10.7M +$1.1M +11,031 +11%
SFP
377
Strategic Financial Partners
Oregon
$10.6M -$3.31M -33,248 -24%
AWM
378
Avondale Wealth Management
Texas
$10.6M -$9.29M -93,235 -47%
OBWG
379
Onyx Bridge Wealth Group
New York
$10.6M -$5.92M -59,410 -36%
IAN
380
Integrated Advisors Network
Texas
$10.5M -$10.4M -104,283 -50%
VCA
381
Verdence Capital Advisors
Maryland
$10.4M -$1.53M -15,318 -13%
CTA
382
Chesley Taft & Associates
Illinois
$10.4M +$391K +3,927 +4%
FA
383
Fermata Advisors
California
$10.4M -$10.1M -101,332 -49%
IWC
384
Integrated Wealth Concepts
Massachusetts
$10.4M +$3.22M +32,348 +45%
T
385
TRUADVICE
Florida
$10.2M +$9.5M +95,025 +1,265%
WB
386
Webster Bank
Connecticut
$10.2M -$2.32M -23,323 -19%
MPPLM
387
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.1M -$462K -4,634 -4%
FTS
388
Fifth Third Securities
Ohio
$9.99M +$1.51M +15,110 +18%
AWM
389
Apollon Wealth Management
South Carolina
$9.97M +$1.11M +11,108 +12%
HNWAG
390
High Net Worth Advisory Group
Florida
$9.88M +$190K +1,905 +2%
FFBTD
391
First Financial Bank - Trust Division
Ohio
$9.86M -$5.18M -52,013 -34%
AFS
392
Amtrust Financial Services
New York
$9.82M – – –
LWM
393
Lionsbridge Wealth Management
Florida
$9.8M +$6.57M +65,907 +203%
ES
394
Eagle Strategies
New York
$9.78M +$6.8M +68,237 +228%
OBWP
395
O'Brien Wealth Partners
Massachusetts
$9.72M -$614K -6,158 -6%
SWP
396
Stratos Wealth Partners
Ohio
$9.64M -$1.67M -16,775 -15%
GAG
397
GM Advisory Group
New York
$9.6M -$218K -2,188 -2%
PWPCM
398
Perella Weinberg Partners Capital Management
New York
$9.55M +$2.93M +29,410 +44%
Allianz Asset Management
399
Allianz Asset Management
Germany
$9.54M +$1.23M +12,300 +15%
FEG
400
Fund Evaluation Group
Ohio
$9.53M -$2.13M -21,423 -18%
14 15
16
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