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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 %
SAM
801
Summit Asset Management
Tennessee
$1.76M -$35.6K -357 -2%
DC
802
Davenport & Co
Virginia
$1.76M -$510K -5,116 -22%
FLPIM
803
F.L. Putnam Investment Management
Massachusetts
$1.76M -$4.88M -49,004 -74%
HWM
804
HB Wealth Management
Georgia
$1.75M +$104K +1,047 +6%
DI
805
DFPG Investments
Utah
$1.75M +$1.1M +10,993 +168%
EW
806
Evoke Wealth
California
$1.72M – – –
SS
807
Sound Stewardship
Kansas
$1.71M +$148K +1,490 +10%
MCM
808
McKinley Capital Management
Alaska
$1.71M – – –
SFG
809
Sovereign Financial Group
Connecticut
$1.7M -$807K -8,101 -32%
DWA
810
Delos Wealth Advisors
Texas
$1.69M +$836K +8,390 +98%
CGA
811
Crescent Grove Advisors
Illinois
$1.68M -$6.98K -70 -0.4%
GSWM
812
Greenup Street Wealth Management
Michigan
$1.66M -$4.42M -44,312 -73%
BCP
813
Blue Chip Partners
Michigan
$1.66M -$123K -1,239 -7%
BFC
814
Blue Fin Capital
Rhode Island
$1.66M -$69.1K -691 -4%
BCM
815
Bowie Capital Management
Texas
$1.64M +$149K +1,500 +10%
SSWM
816
Sheets Smith Wealth Management
North Carolina
$1.64M +$15.8K +159 +1%
LNWTC
817
Laird Norton Wetherby Trust Company
Washington
$1.64M -$1.08M -10,841 -40%
RL
818
Retireful LLC
Michigan
$1.62M +$1.62M +16,278 New
AWP
819
Ascent Wealth Partners
New York
$1.62M -$60.9K -611 -4%
EWS
820
Evergreen Wealth Solutions
Pennsylvania
$1.62M -$3.99K -40 -0.2%
BI
821
Ballast Inc
Kentucky
$1.61M -$1.06M -10,648 -40%
GA
822
Gateway Advisory
New Jersey
$1.61M -$2.52M -25,252 -61%
GA
823
GFS Advisors
Texas
$1.61M -$299K -3,000 -16%
AWG
824
Altus Wealth Group
Colorado
$1.61M +$85K +853 +6%
CFG
825
Carr Financial Group
Massachusetts
$1.61M +$1.61M +16,129 New
31 32
33
34 35