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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 %
SIS
651
Strategic Investment Solutions
Illinois
$3.27M -$311K -3,126 -9%
LWP
652
LMG Wealth Partners
Louisiana
$3.26M +$3.26M +32,677 New
ATC
653
Adirondack Trust Company
New York
$3.25M -$229K -2,300 -7%
NI
654
NYL Investors
New York
$3.13M +$120K +1,200 +4%
ONB
655
Old National Bancorp
Indiana
$3.12M +$144K +1,445 +5%
PO
656
Private Ocean
California
$3.1M -$133K -1,335 -4%
WIC
657
Whitegate Investment Counselors
New Hampshire
$3.08M +$15K +151 +0.5%
CS
658
Comerica Securities
Michigan
$3.05M -$4.97M -49,858 -62%
KIG
659
Kowal Investment Group
Wisconsin
$3.05M +$775K +7,780 +34%
VFM
660
Valley Financial Management
New York
$3.04M -$11.4M -114,014 -79%
ACM
661
AlphaStar Capital Management
North Carolina
$3.03M +$1.51M +14,483 +99%
PG
662
Patten Group
Tennessee
$3.03M +$69.6K +699 +2%
FIB
663
First Interstate Bank
Montana
$3M +$625K +6,276 +26%
HH
664
Hilltop Holdings
Texas
$3M -$13.4M -134,133 -82%
CAG
665
Csenge Advisory Group
Florida
$2.99M +$1.86M +18,693 +166%
ISB
666
Iowa State Bank
Iowa
$2.97M +$226K +2,273 +8%
MLFP
667
MPS Loria Financial Planners
Illinois
$2.96M +$656K +6,579 +28%
First Trust Advisors
668
First Trust Advisors
Illinois
$2.95M -$51.9K -521 -2%
FA
669
Fagan Associates
New York
$2.94M -$1.3K -13 -0%
GCM
670
G2 Capital Management
Ohio
$2.93M -$4.52M -45,380 -61%
LBIM
671
Land & Buildings Investment Management
Connecticut
$2.93M – – –
SEIA
672
Signature Estate & Investment Advisors
California
$2.92M -$77.2M -774,365 -96%
ACM
673
Alamar Capital Management
California
$2.85M +$1.5M +15,094 +112%
AIA
674
Alera Investment Advisors
Illinois
$2.82M -$339K -3,406 -11%
FNBT
675
FineMark National Bank & Trust
Florida
$2.82M -$203K -2,042 -7%
25 26
27
28 29