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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 %
TL
676
Tradewinds LLC
North Carolina
$2.82M +$2.82M +28,288 New
HFS
677
Heritage Financial Services
Massachusetts
$2.81M +$96.5K +968 +4%
HIA
678
HTG Investment Advisors
Connecticut
$2.81M -$144K -1,447 -5%
SW
679
SlateStone Wealth
Florida
$2.81M +$1.22M +12,228 +77%
FFL
680
Financial Freedom LLC
Ohio
$2.8M -$26M -260,755 -90%
HCM
681
Hollencrest Capital Management
California
$2.78M -$14.2K -143 -0.5%
CIAS
682
CFS Investment Advisory Services
New Jersey
$2.78M +$2.78M +27,888 New
HKIM
683
Hayek Kallen Investment Management
Alabama
$2.76M -$297K -2,980 -10%
LBC
684
Lowe Brockenbrough & Co
Virginia
$2.75M +$228K +2,288 +9%
MNBTD
685
Moody National Bank Trust Division
Texas
$2.72M – – –
SIA
686
Soltis Investment Advisors
Utah
$2.72M -$1.37M -13,730 -33%
PFP
687
Pinnacle Financial Partners
Tennessee
$2.7M +$381K +3,819 +16%
SCP
688
Syntal Capital Partners
Texas
$2.68M -$253K -2,542 -9%
CCA
689
Cobblestone Capital Advisors
New York
$2.67M -$21.9M -220,019 -89%
HF
690
HRT Financial
New York
$2.66M -$450K -4,515 -14%
GIA
691
Gladstone Institutional Advisory
Florida
$2.64M -$430K -4,318 -14%
WMA
692
Wealth Management Associates
New Jersey
$2.63M +$172K +1,726 +7%
FPW
693
Flagship Private Wealth
Massachusetts
$2.63M -$133K -1,331 -5%
CANC
694
Culbertson A N & Co
Virginia
$2.63M -$43.1K -433 -2%
MWM
695
Modera Wealth Management
New Jersey
$2.63M -$264K -2,650 -9%
CWS
696
Cypress Wealth Services
California
$2.62M -$143K -1,431 -5%
MWM
697
Mission Wealth Management
California
$2.61M -$573K -5,750 -18%
TC
698
Telemus Capital
Michigan
$2.6M -$8.57K -86 -0.3%
MWM
699
MorganRosel Wealth Management
Colorado
$2.59M +$401K +4,022 +18%
GFP
700
Gryphon Financial Partners
Ohio
$2.59M -$3.58M -35,912 -58%
26 27
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