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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 %
NW
626
NewEdge Wealth
Pennsylvania
$3.62M -$433K -4,343 -11%
AWM
627
Ameliora Wealth Management
Switzerland
$3.6M +$3.1M +31,117 +623%
WP
628
WealthShield Partners
North Carolina
$3.59M +$161K +1,615 +5%
AA
629
AlphaQ Advisors
Florida
$3.58M -$345K -3,460 -9%
WEPOG
630
Wealth Enhancement & Preservation of GA
Georgia
$3.58M +$3.35M +33,629 +1,493%
SC
631
Sierra Capital
Florida
$3.57M +$963K +9,666 +37%
LG
632
Leuthold Group
Minnesota
$3.53M – – –
AMG
633
Asset Management Group
Connecticut
$3.53M +$15.2K +153 +0.4%
DPI
634
Diversified Portfolios Inc
Michigan
$3.52M -$891K -8,947 -20%
MCA
635
Magnolia Capital Advisors
Mississippi
$3.51M +$360K +3,616 +11%
CCM
636
Canal Capital Management
Virginia
$3.49M +$1.87M +18,809 +116%
OCM
637
One Capital Management
California
$3.48M -$22.3M -224,281 -87%
SWA
638
Sax Wealth Advisors
New Jersey
$3.46M +$326K +3,268 +10%
MWA
639
Motive Wealth Advisors
Michigan
$3.45M -$2.43M -24,366 -41%
PI
640
PFG Investments
New York
$3.45M +$3.45M +34,664 New
SAG
641
Spotlight Asset Group
Illinois
$3.44M +$3.44M +36,647 New
T
642
TCWP
Ohio
$3.42M +$1.45M +14,591 +74%
BSWA
643
Bromfield Sneider Wealth Advisors
Massachusetts
$3.4M +$9.27K +93 +0.3%
GAA
644
Global Assets Advisory
Florida
$3.39M -$850K -8,586 -20%
TSS
645
Two Sigma Securities
New York
$3.37M +$2.57M +25,762 +319%
CWA
646
Canvas Wealth Advisors
Kansas
$3.36M +$1.99M +20,035 +146%
AIA
647
Ally Invest Advisors
North Carolina
$3.35M +$1.41M +14,137 +73%
BCM
648
Beaumont Capital Management
Massachusetts
$3.33M +$3.33M +33,431 New
AA
649
Alesco Advisors
New York
$3.31M -$76.2K -765 -2%
AAS
650
Ameritas Advisory Services
Nebraska
$3.31M -$315K -3,160 -9%
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