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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 %
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.65M -$6.86M -68,891 -60%
ATFA
577
All Terrain Financial Advisors
Minnesota
$4.64M +$1.24M +12,462 +37%
RTC
578
Riverview Trust Company
Washington
$4.63M -$15.2K -153 -0.3%
AF
579
Arrow Financial
New York
$4.61M -$563K -5,646 -11%
PCWA
580
Pacific Capital Wealth Advisors
California
$4.61M -$68.1K -683 -1%
LSAG
581
Lake Street Advisors Group
New Hampshire
$4.58M +$1.41M +14,192 +45%
OC
582
Oppenheimer & Co
New York
$4.57M +$475K +4,767 +12%
ML
583
McAdam LLC
Pennsylvania
$4.56M +$2.03M +20,387 +80%
CIBC Private Wealth Group
584
CIBC Private Wealth Group
Georgia
$4.54M +$255K +5,203 +6%
1SB
585
1ST Source Bank
Indiana
$4.51M +$264K +2,648 +6%
EWP
586
Elevation Wealth Partners
California
$4.51M +$4.51M +45,228 New
BWA
587
BlueSky Wealth Advisors
North Carolina
$4.5M -$340K -3,409 -7%
WPW
588
Watershed Private Wealth
Illinois
$4.4M +$38.8K +389 +0.9%
SAM
589
Silverhawk Asset Management
Arizona
$4.36M +$69.8K +701 +2%
Bessemer Group
590
Bessemer Group
New Jersey
$4.34M -$34.6M -346,750 -89%
DWM
591
Dakota Wealth Management
Florida
$4.34M +$1.08M +10,814 +33%
ODIJL
592
One Day In July LLC
Vermont
$4.32M +$45.1K +453 +1%
RWM
593
RKL Wealth Management
Pennsylvania
$4.32M +$491K +4,923 +13%
CPIG
594
Chicago Partners Investment Group
Illinois
$4.24M +$301K +3,020 +8%
SFC
595
Strategic Financial Concepts
Texas
$4.2M +$4.2M +42,135 New
FFP
596
FourThought Financial Partners
Florida
$4.19M -$30.8K -309 -0.7%
AWMG
597
Alliance Wealth Management Group
New Jersey
$4.19M +$503K +5,053 +14%
JSAM
598
J. Safra Asset Management
New York
$4.16M +$4.16M +41,784 New
GBI
599
GP Brinson Investments
Illinois
$4.14M – – –
SIG
600
Stonegate Investment Group
Alabama
$4.12M +$128K +1,286 +3%
22 23
24
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