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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 %
Truist Financial
26
Truist Financial
North Carolina
$538M -$26.1M -261,875 -5%
Stifel Financial
27
Stifel Financial
Missouri
$525M +$268M +2,693,559 +105%
COPPSERS
28
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$514M +$2.49M +24,990 +0.5%
Prudential Financial
29
Prudential Financial
New Jersey
$510M +$49.6M +497,388 +11%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$495M +$66.9M +671,802 +16%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$489M -$56M -562,310 -10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$479M +$48.4M +485,872 +11%
Mariner
33
Mariner
Kansas
$459M +$81.5M +818,197 +22%
Members Trust
34
Members Trust
Florida
$441M +$113M +1,136,416 +35%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$416M +$30.1M +302,174 +8%
Osaic Holdings
36
Osaic Holdings
Arizona
$375M +$23.9M +239,449 +7%
PEGL
37
P/E Global LLC
Massachusetts
$370M +$4.78M +47,995 +1%
DADC
38
D.A. Davidson & Co
Montana
$277M +$6.94M +69,636 +3%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$275M +$12.8M +128,271 +5%
Citigroup
40
Citigroup
New York
$263M +$28.6M +286,832 +12%
SWM
41
SigFig Wealth Management
California
$255M +$21.5M +216,153 +9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$247M +$17.6M +176,356 +8%
SDIC
43
South Dakota Investment Council
South Dakota
$234M – – –
BL
44
Balentine LLC
Georgia
$232M +$5.27M +52,884 +2%
AAS
45
Avantax Advisory Services
Texas
$229M -$1.49M -14,909 -0.6%
GH
46
Geisinger Health
Pennsylvania
$196M – – –
BTI
47
Blue Trust Inc
Georgia
$194M +$5.18M +53,399 +3%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$193M -$26.2M -263,432 -12%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$190M +$6.97M +69,912 +4%
SFA
50
Sequoia Financial Advisors
Ohio
$182M +$6.42M +64,463 +4%
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