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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 %
MGIA
501
Moneta Group Investment Advisors
Missouri
$6.28M +$208K +2,089 +3%
Verition Fund Management
502
Verition Fund Management
Connecticut
$6.27M +$5.35M +53,650 +577%
FFS
503
Founders Financial Securities
Maryland
$6.23M +$647K +6,493 +12%
SIA
504
Sovereign Investment Advisors
Arizona
$6.22M +$30.1K +302 +0.5%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$6.21M +$566K +5,683 +10%
BWAM
506
Boyd Watterson Asset Management
Ohio
$6.21M -$330K -3,313 -5%
EK
507
Evensky & Katz
Florida
$6.12M +$557K +5,590 +10%
FIC
508
Family Investment Center
Missouri
$6.09M +$1.76M +17,679 +41%
RIM
509
Redwood Investment Management
Arizona
$6.06M +$3.98M +39,979 +192%
OIA
510
OneDigital Investment Advisors
Kansas
$6.04M -$304K -3,050 -5%
FAG
511
Financial Advisory Group
Texas
$6M -$24.7K -248 -0.4%
BP
512
Ballentine Partners
Massachusetts
$6M +$987K +9,905 +20%
ATPW
513
Ashton Thomas Private Wealth
Arizona
$5.98M +$2.74M +27,522 +85%
Luther King Capital Management (LKCM)
514
Luther King Capital Management (LKCM)
Texas
$5.97M -$5.19M – –
GWMIA
515
Global Wealth Management Investment Advisory
Florida
$5.97M +$569K +5,706 +11%
FNBOO
516
First National Bank of Omaha
Nebraska
$5.95M +$154K +1,550 +3%
AWM
517
Accurate Wealth Management
Florida
$5.94M +$4.3M +43,088 +261%
Natixis Advisors
518
Natixis Advisors
Massachusetts
$5.91M -$25.9M -259,662 -81%
LSA
519
Lansing Street Advisors
Pennsylvania
$5.9M +$4.9M +49,130 +488%
GT
520
Greenleaf Trust
Michigan
$5.89M -$1.55M -15,568 -21%
LSPW
521
Lake Street Private Wealth
Illinois
$5.89M +$885K +8,885 +18%
WC
522
Weil Company
California
$5.88M -$9.18M -92,109 -61%
WA
523
WBH Advisory
Maryland
$5.84M +$5.84M +58,590 New
FFA
524
Farther Finance Advisors
California
$5.81M +$2.74M +27,471 +89%
UW
525
Unique Wealth
Florida
$5.8M +$2.14M +21,525 +59%
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