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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 %
LRWA
776
Long Run Wealth Advisors
New York
$1.92M +$14.8K +149 +0.8%
CPWMP
777
Cardinal Point Wealth Management Partners
California
$1.91M +$327K +3,284 +21%
CPCM
778
Cardinal Point Capital Management
Ontario, Canada
$1.91M +$327K +3,284 +21%
CAAM
779
Cornerstone Advisors Asset Management
Pennsylvania
$1.9M – – –
LFG
780
Larson Financial Group
Missouri
$1.9M +$151K +1,517 +9%
ZF
781
Zhang Financial
Michigan
$1.88M +$184K +1,850 +11%
UAS
782
United Asset Strategies
New York
$1.88M +$90.2K +910 +5%
WCM
783
Wealthcare Capital Management
Virginia
$1.88M -$307K -3,082 -14%
RW
784
REDW Wealth
New Mexico
$1.88M +$128K +1,282 +7%
SB
785
Strategic Blueprint
Georgia
$1.86M +$432K +4,337 +30%
PP
786
Prosperity Planning
Missouri
$1.86M -$1.56M -36,493 Closed
SMC
787
Smith, Moore & Co
Missouri
$1.86M +$89.6K +899 +5%
VFA
788
Valeo Financial Advisors
Indiana
$1.85M -$18.1K -182 -1%
TC
789
Trilogy Capital
California
$1.85M -$728K -7,308 -28%
ATC
790
Argent Trust Co
Tennessee
$1.84M +$586K +5,885 +47%
CG
791
CFO4Life Group
Texas
$1.83M -$3.53M -35,474 -66%
JWBC
792
John W. Brooker & Co
California
$1.83M -$23.4K -234 -1%
HWM
793
HFG Wealth Management
Texas
$1.81M +$1.81M +18,200 New
TSW
794
Thompson Siegel & Walmsley
Virginia
$1.81M +$101K +1,014 +6%
KWMG
795
King Wealth Management Group
Florida
$1.8M -$75.3K -756 -4%
BAM
796
Belpointe Asset Management
Nevada
$1.8M -$773K -7,753 -30%
PWG
797
Private Wealth Group
Florida
$1.78M – – –
RPSA
798
Richard P. Slaughter Associates
Texas
$1.78M +$1.78M +17,853 New
CCMI
799
Creative Capital Management Investments
California
$1.78M -$2.32M -23,247 -57%
OCM
800
Objective Capital Management
Ohio
$1.76M -$106K -1,062 -6%
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