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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 %
Balyasny Asset Management
551
Balyasny Asset Management
Illinois
$4.97M +$3.85M +38,624 +344%
RCIM
552
Red Cedar Investment Management
Michigan
$4.96M +$2.49K +25 +0.1%
FHA
553
Flagship Harbor Advisors
Massachusetts
$4.96M -$48.2K -484 -1%
RIA
554
Regal Investment Advisors
Michigan
$4.94M +$1.25M +12,503 +34%
DG
555
DMC Group
Alabama
$4.94M +$885K +8,863 +22%
SS
556
Simplicity Solutions
Minnesota
$4.94M +$2.64M +26,468 +115%
AFG
557
ABLE Financial Group
Arizona
$4.92M +$4.92M +49,388 New
WPW
558
Waldron Private Wealth
Pennsylvania
$4.92M +$4.12M +41,313 +515%
SHIM
559
Stone House Investment Management
Pennsylvania
$4.91M -$4.11M -41,208 -46%
JGIA
560
Jackson Grant Investment Advisers
Connecticut
$4.9M +$164K +1,648 +3%
ANTB
561
AMG National Trust Bank
Colorado
$4.86M -$778K -7,805 -14%
CMI
562
Clare Market Investments
Texas
$4.85M +$4.85M +48,708 New
VWM
563
Vigilare Wealth Management
Arizona
$4.84M -$17.7M -177,233 -78%
T. Rowe Price Associates
564
T. Rowe Price Associates
Maryland
$4.82M -$4.09M -41,000 -46%
CRI
565
Commonwealth Retirement Investments
Virginia
$4.81M +$51.7K +519 +1%
PWP
566
Perfromance Wealth Partners
Illinois
$4.79M -$701K -7,039 -13%
EL
567
EWA LLC
Pennsylvania
$4.76M +$4.76M +47,858 New
UB
568
UMB Bank
Missouri
$4.74M +$386K +3,869 +9%
AAP
569
Arax Advisory Partners
Colorado
$4.73M +$166K +1,667 +4%
DCM
570
Donaldson Capital Management
Indiana
$4.73M +$100K +1,008 +2%
RFO
571
RiverGlades Family Offices
Florida
$4.72M -$59.8K -600 -1%
Empower Advisory Group
572
Empower Advisory Group
Colorado
$4.71M +$4.71M +47,138 New
MOS
573
MGO One Seven
Ohio
$4.7M +$4.2M +42,121 +833%
SFG
574
Summit Financial Group
West Virginia
$4.69M +$31.6K +317 +0.7%
IA
575
IFP Advisors
Florida
$4.67M +$65.5K +619 +1%
21 22
23
24 25