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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 %
BFG
826
Barber Financial Group
Kansas
$1.6M +$22.7K +228 +1%
TAM
827
Titleist Asset Management
Texas
$1.6M +$1.6M +16,050 New
CM
828
Columbus Macro
Pennsylvania
$1.6M -$12.2K -122 -0.8%
W
829
WealthOne
New York
$1.6M +$218K +2,186 +16%
WG
830
Watchman Group
Texas
$1.59M -$700K -7,025 -31%
LJAC
831
L.J. Altfest & Co
New York
$1.59M -$561K -5,626 -26%
DCC
832
Dow Chemical Company
Michigan
$1.59M – – –
TWM
833
Tolleson Wealth Management
Texas
$1.58M +$251K +2,516 +19%
BF
834
Blankinship & Foster
California
$1.58M -$4.63M -46,511 -75%
RGF
835
Retirement Guys Formula
Ohio
$1.58M +$85.3K +856 +6%
AAS
836
Annex Advisory Services
Wisconsin
$1.58M -$508K -5,096 -24%
Kayne Anderson Rudnick Investment Management
837
Kayne Anderson Rudnick Investment Management
California
$1.57M -$7.84M -78,741 -83%
RJTCONH
838
Raymond James Trust Company of New Hampshire
New Hampshire
$1.57M -$636K -6,385 -29%
RIM
839
Rockbridge Investment Management
New York
$1.56M – – –
GSEP
840
Golden State Equity Partners
California
$1.56M +$1.56M +15,622 New
HKIMG
841
Hutchens & Kramer Investment Management Group
Indiana
$1.55M +$1.55M +15,573 New
LPAM
842
Lodestar Private Asset Management
California
$1.54M +$387K +3,883 +33%
BG
843
Benedetti & Gucer
Georgia
$1.53M +$782K +7,854 +105%
NFP
844
Narus Financial Partners
Utah
$1.53M +$90.4K +907 +6%
GWM
845
GSB Wealth Management
Connecticut
$1.52M +$180K +1,809 +13%
WMA
846
West Michigan Advisors
Michigan
$1.52M +$323K +3,237 +27%
VCM
847
Virtue Capital Management
Tennessee
$1.52M +$270K +2,703 +22%
IP
848
Ignite Planners
California
$1.51M -$105K -1,052 -6%
TFGT
849
TS Financial Group (TSFG)
Illinois
$1.49M -$71K -712 -5%
WDG
850
Wealth Dimensions Group
Ohio
$1.49M +$1.2K +12 +0.1%
32 33
34
35 36