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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 %
JHCP
476
Jackson Hole Capital Partners
Oklahoma
$6.96M +$324K +3,251 +5%
JWCA
477
J.W. Cole Advisors
Florida
$6.95M -$989K -9,922 -12%
OAM
478
Oppenheimer Asset Management
New York
$6.93M +$1.4M +14,086 +25%
FIM
479
Freedom Investment Management
Connecticut
$6.91M +$3.46M +34,680 +100%
FAIM
480
Financial Advocates Investment Management
Washington
$6.87M -$1.66M -16,681 -19%
CW
481
Connectus Wealth
Ohio
$6.86M +$182K +1,827 +3%
SFS
482
Security Financial Services
Indiana
$6.85M -$782K -7,853 -10%
FCT
483
Family Capital Trust
Massachusetts
$6.81M +$983K +9,862 +17%
SW
484
SVB Wealth
Massachusetts
$6.8M +$3.77M +37,822 +124%
TPCW
485
TD Private Client Wealth
New York
$6.79M -$9.56M -95,911 -58%
AFP
486
Ausdal Financial Partners
Iowa
$6.7M -$589K -5,911 -8%
QCG
487
Quadrant Capital Group
Ohio
$6.64M -$198K -1,984 -3%
LAM
488
Lifestyle Asset Management
Texas
$6.6M +$37.3K +374 +0.6%
BFPW
489
BOK Financial Private Wealth
Colorado
$6.57M -$454K -4,553 -6%
LP
490
LGL Partners
Pennsylvania
$6.54M +$172K +1,722 +3%
NCM
491
New Capital Management
Texas
$6.52M +$47.1K +473 +0.7%
GWM
492
Geneos Wealth Management
Colorado
$6.5M -$286K -2,874 -4%
CCM
493
Crabel Capital Management
California
$6.5M +$2.52M +25,290 +63%
GAM
494
Gemmer Asset Management
California
$6.44M +$139K +1,399 +2%
SYBT
495
Stock Yards Bank & Trust
Kentucky
$6.44M -$706K -7,090 -10%
BBW
496
Blue Barn Wealth
Utah
$6.4M +$263K +2,638 +4%
MBTD
497
Mechanics Bank - Trust Department
California
$6.4M +$63.4K +636 +1%
WIM
498
Westside Investment Management
California
$6.36M +$157K +1,580 +3%
HPM
499
Hoxton Planning & Management
West Virginia
$6.3M -$993K -9,966 -14%
CAMG
500
CWA Asset Management Group
Florida
$6.28M +$2.21M +22,225 +54%
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