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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 %
SAG
51
SageView Advisory Group
California
$180M +$47.4M +475,945 +36%
AllianceBernstein
52
AllianceBernstein
Tennessee
$178M +$12.2M +122,467 +7%
UCFA
53
United Capital Financial Advisors
Texas
$175M -$3.46M -34,750 -2%
SP
54
Stairway Partners
Illinois
$168M +$168M +1,684,567 New
Toronto Dominion Bank
55
Toronto Dominion Bank
Ontario, Canada
$155M +$50.8M +510,000 +49%
VIA
56
Vantagepoint Investment Advisers
District of Columbia
$153M +$38.2M +383,872 +33%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$149M -$4.88M -49,000 -3%
Jane Street
58
Jane Street
New York
$147M +$132M +1,328,234 +882%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$141M -$9.13M -91,660 -6%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$140M -$16.6M -166,515 -11%
JHCM
61
Juniper Hill Capital Management
California
$138M – – –
CAAS
62
Capital Asset Advisory Services
Michigan
$138M +$3.57M +35,803 +3%
OWM
63
Orgel Wealth Management
Wisconsin
$130M -$842K -8,453 -0.6%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$129M +$60.1M +602,752 +87%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$129M -$52M -522,269 -29%
CWM
66
Cahaba Wealth Management
Georgia
$126M +$3.93M +39,411 +3%
CST
67
Charles Schwab Trust
Nevada
$125M +$12.7M +127,634 +11%
OPAM
68
Ocean Park Asset Management
California
$123M +$123M +1,236,500 New
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$123M -$18.1M -182,871 -13%
AssetMark Inc
70
AssetMark Inc
California
$116M +$59.3M +595,212 +106%
DWM
71
Destination Wealth Management
California
$115M +$17M +170,897 +17%
RA
72
Rational Advisors
New York
$115M -$8.68M -87,117 -7%
Lido Advisors
73
Lido Advisors
California
$112M +$106M +1,062,465 +1,787%
MCCA
74
Mill Creek Capital Advisors
Pennsylvania
$110M +$110M +1,108,366 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M -$33.1M -331,875 -24%
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