AGG icon

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 %
EFG
526
Erickson Financial Group
Pennsylvania
$5.77M +$43.9K +441 +0.8%
LW
527
Linscomb Wealth
Texas
$5.75M +$137K +1,375 +2%
HI
528
Horizon Investments
North Carolina
$5.72M -$19.2M -194,111 -77%
EGA
529
E&G Advisors
Texas
$5.64M -$146K -1,463 -3%
AI
530
Arrien Investments
Idaho
$5.62M +$5.62M +56,392 New
RWG
531
Regal Wealth Group
California
$5.61M -$401K -4,060 -7%
TFCP
532
Twin Focus Capital Partners
Massachusetts
$5.58M -$45.7K -459 -0.8%
EFS
533
Econ Financial Services
Pennsylvania
$5.57M +$5.57M +55,944 New
VI
534
Vestcor Inc
New Brunswick, Canada
$5.56M – – –
DIA
535
Davidson Investment Advisors
Montana
$5.52M +$5.52M +55,405 New
LFAS
536
Level Four Advisory Services
Texas
$5.48M +$841K +8,437 +18%
AL
537
Aspiriant LLC
California
$5.46M -$1.02M -10,263 -16%
PGFC
538
Peapack-Gladstone Financial Corp
New Jersey
$5.45M +$792K +8,053 +17%
IWA
539
Intercontinental Wealth Advisors
Texas
$5.44M +$5.44M +54,573 New
PT
540
Plimoth Trust
Massachusetts
$5.4M -$53.2K -534 -1%
SL
541
Sentinus LLC
Illinois
$5.34M +$2.81M +28,186 +111%
MPW
542
MGO Private Wealth
California
$5.33M -$1.42M -14,242 -21%
JWS
543
Juncture Wealth Strategies
Arizona
$5.26M +$643K +6,453 +14%
MC
544
Minot Capital
Colorado
$5.25M – – –
DL
545
DOHJ LLC
Washington
$5.23M -$188K -1,885 -3%
TWA
546
TCI Wealth Advisors
Arizona
$5.18M -$5.67M -56,862 -52%
TFF
547
The Family Firm
Maryland
$5.11M +$379K +3,803 +8%
CAM
548
Cresset Asset Management
Illinois
$5.1M -$2.69M -26,994 -35%
CWM
549
Connecticut Wealth Management
Connecticut
$5.05M +$3.73M +37,422 +282%
TI
550
Tidal Investments
Wisconsin
$5M +$5M +50,293 New
20 21
22
23 24