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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 %
BAM
426
Baldrige Asset Management
Pennsylvania
$8.49M +$890K +8,934 +12%
OHWP
427
Oak Harbor Wealth Partners
North Carolina
$8.46M +$3.4M +34,145 +67%
ECM
428
Exchange Capital Management
Michigan
$8.42M +$1.43M +14,331 +20%
AWA
429
Aquire Wealth Advisors
Utah
$8.42M +$1.12M +11,206 +15%
FPCG
430
Forum Private Client Group
Indiana
$8.41M +$146K +1,462 +2%
SB
431
Simmons Bank
Arkansas
$8.39M -$408K -4,092 -5%
PAMG
432
Patton Albertson Miller Group
Tennessee
$8.36M -$4.56M -45,720 -35%
FFA
433
First Foundation Advisors
California
$8.31M +$2.05M +20,609 +33%
GWA
434
GGM Wealth Advisors
Maryland
$8.31M +$2.87M +28,808 +53%
FSA
435
Financial Sense Advisors
California
$8.25M -$1.05M -10,512 -11%
APP
436
Avantax Planning Partners
Iowa
$8.25M +$110K +1,100 +1%
RA
437
RFG Advisory
Alabama
$8.13M -$3.6M -36,150 -31%
OFG
438
Omega Financial Group
California
$8.12M +$478K +4,799 +6%
SAM
439
Sompo Asset Management
Japan
$8.11M +$5.24M +52,565 +182%
TCBWMS
440
Texas Capital Bank Wealth Management Services
Texas
$8.11M +$518K +5,203 +7%
TFO
441
Tarbox Family Office
California
$8.08M +$8.08M +81,092 New
HTC
442
Haverford Trust Company
Pennsylvania
$8.07M -$4.98K -50 -0.1%
CCT
443
Chemung Canal Trust
New York
$8.05M -$791K -7,935 -9%
GHA
444
Granite Harbor Advisors
Texas
$7.96M +$199K +1,997 +3%
SC
445
Slow Capital
California
$7.91M +$7.91M +79,399 New
LL
446
LWMG LLC
Minnesota
$7.9M +$1.31M +13,146 +20%
GDP
447
Great Diamond Partners
Maine
$7.84M -$58.6K -588 -0.7%
HNB
448
Huntington National Bank
Ohio
$7.83M -$7.29M – –
ACA
449
Affinity Capital Advisors
California
$7.82M -$1.34M -13,460 -15%
PPW
450
Parcion Private Wealth
Washington
$7.8M +$7.8M +78,291 New
16 17
18
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