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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 %
EA
701
Evergreen Advisors
Tennessee
$2.58M +$18.9K +190 +0.7%
ACM
702
Arlington Capital Management
Illinois
$2.57M +$2.57M +25,830 New
PA
703
Paragon Advisors
Texas
$2.57M +$963K +9,664 +60%
MA
704
Modus Advisors
Minnesota
$2.57M +$318K +3,187 +14%
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$2.56M +$209K +2,098 +9%
CFGF
706
Compass Financial Group (Florida)
Florida
$2.56M +$123K +1,233 +5%
RK
707
Rather & Kittrell
Tennessee
$2.55M -$147K -1,476 -5%
BB
708
Busey Bank
Illinois
$2.54M -$71.3K -716 -3%
MM
709
Main Management
California
$2.54M -$35.7K -358 -1%
AIA
710
Avalon Investment & Advisory
Texas
$2.51M +$17.9K +180 +0.7%
EW
711
Element Wealth
Mississippi
$2.51M +$249K +2,496 +11%
CWM
712
Cahill Wealth Management
Michigan
$2.45M +$101K +1,015 +4%
D
713
Dentgroup
Louisiana
$2.45M +$595K +5,973 +32%
MWM
714
McNaughton Wealth Management
California
$2.44M -$1.3K -13 -0.1%
CWM
715
C2C Wealth Management
Arizona
$2.44M – – –
SI
716
Saxon Interests
Texas
$2.43M -$310K -3,112 -11%
SF
717
Summit Financial
New Jersey
$2.42M +$127K +1,275 +6%
BIA
718
Bigelow Investment Advisors
Maine
$2.42M -$2.16M -22,316 Closed
SAF
719
Smith Anglin Financial
Texas
$2.41M +$1.24M +12,433 +105%
TFA
720
Tobias Financial Advisors
Florida
$2.39M -$97.1K -975 -4%
EW
721
Enzi Wealth
Texas
$2.38M -$3.32M -33,555 -58%
RW
722
Rede Wealth
Virginia
$2.35M +$376K +3,770 +19%
SC
723
Schiavi & Co
Delaware
$2.34M -$468K -4,694 -17%
HSA
724
HBK Sorce Advisory
Pennsylvania
$2.32M -$2.72M -27,338 -54%
FNWM
725
Financial Network Wealth Management
Utah
$2.32M -$188K -1,887 -7%
27 28
29
30 31