AGG icon

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 %
EP
726
Eudaimonia Partners
Tennessee
$2.28M -$143K -1,431 -6%
MFG
727
Mainsail Financial Group
Washington
$2.27M +$2.27M +22,828 New
CIS
728
Continental Investors Services
Washington
$2.27M -$81.3K -816 -3%
MWM
729
Meridian Wealth Management
Kentucky
$2.27M +$41.8K +420 +2%
CB
730
Centennial Bank
Arkansas
$2.24M -$2.57M -25,764 -53%
WTC
731
WhitTier Trust Company
Nevada
$2.24M -$3.49K -35 -0.2%
PA
732
Procyon Advisors
Connecticut
$2.24M -$624K -6,265 -22%
FFA
733
Fi3 Financial Advisors
Indiana
$2.23M -$307K -3,084 -12%
CPCM
734
Cornerstone Partners Capital Management
Virginia
$2.23M – – –
MAS
735
Madden Advisory Services
Florida
$2.23M -$14.3K -144 -0.6%
WF
736
Wayfinding Financial
Washington
$2.23M +$2.23M +22,353 New
AW
737
Avion Wealth
Texas
$2.2M -$1.03M -10,587 -32%
BA
738
Bellwether Advisors
Nebraska
$2.17M -$547K -5,486 -20%
APWM
739
Atlas Private Wealth Management
New York
$2.15M -$231K -2,320 -10%
ECA
740
Elevated Capital Advisors
Utah
$2.14M +$2.14M +21,457 New
OAM
741
Occidental Asset Management
California
$2.14M -$3.04M -30,516 -59%
RCM
742
Rivernorth Capital Management
Florida
$2.13M +$2.13M +21,500 New
UWPG
743
Ullmann Wealth Partners Group
Florida
$2.13M +$451K +4,529 +27%
MCC
744
Money Concepts Capital
Florida
$2.12M +$1.28M +89,576 +153%
WSFS
745
Wilmington Savings Fund Society
Delaware
$2.12M -$6.08K -61 -0.3%
DTC
746
Davidson Trust Company
Washington
$2.11M -$14.2K -143 -0.7%
Neuberger Berman Group
747
Neuberger Berman Group
New York
$2.11M -$6.56M -65,809 -76%
ACP
748
Aviance Capital Partners
Florida
$2.11M -$18.8K -189 -0.9%
BCM
749
Becker Capital Management
Oregon
$2.1M +$2.1M +21,081 New
AIM
750
Acropolis Investment Management
Missouri
$2.09M -$220K -2,204 -10%
28 29
30
31 32