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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 %
MSWMA
851
Market Street Wealth Management Advisors
Indiana
$1.49M -$693K -6,958 -32%
DW
852
Domani Wealth
Pennsylvania
$1.48M -$32.7K -328 -2%
ACM
853
AUA Capital Management
Pennsylvania
$1.48M – – –
AWM
854
Avior Wealth Management
Nebraska
$1.47M +$1.14M +11,485 +343%
BFIC
855
Bedell Frazier Investment Counselling
California
$1.46M -$185K -1,859 -11%
SIA
856
Schechter Investment Advisors
Michigan
$1.44M -$13.2M -132,899 -90%
SHFA
857
SC&H Financial Advisors
Maryland
$1.44M +$193K +1,938 +15%
ACA
858
Aptus Capital Advisors
Alabama
$1.44M +$1.42M +14,296 +9,725%
Deutsche Bank
859
Deutsche Bank
Germany
$1.43M – – –
SC
860
Stephens Consulting
Michigan
$1.41M -$240K -2,405 -15%
CCG
861
Cypress Capital Group
Florida
$1.41M -$358K -3,589 -20%
CI
862
Cambiar Investors
Colorado
$1.4M -$363K -3,648 -21%
ACA
863
Ascension Capital Advisors
Texas
$1.4M – – –
GBT
864
Grove Bank & Trust
Florida
$1.39M -$2.49K -25 -0.2%
RCAG
865
Rehmann Capital Advisory Group
Michigan
$1.38M -$1.23M -12,358 -47%
ACA
866
Anchor Capital Advisors
Massachusetts
$1.37M -$381K -3,820 -22%
NEPWA
867
New England Private Wealth Advisors
Massachusetts
$1.37M +$6.58K +66 +0.5%
WP
868
WealthSource Partners
California
$1.37M +$26K +261 +2%
TWP
869
Total Wealth Planning
Ohio
$1.37M +$100 +1 +0%
SCM
870
SCS Capital Management
Massachusetts
$1.36M +$41.2K +413 +3%
CCM
871
Coldstream Capital Management
Washington
$1.36M -$801K -8,037 -37%
CA
872
CGN Advisors
Kansas
$1.35M +$53.2K +534 +4%
IAIM
873
International Assets Investment Management
Florida
$1.35M -$651K -6,536 -33%
SWP
874
Strategic Wealth Partners
Ohio
$1.35M +$524K +5,261 +64%
WGCA
875
Wolf Group Capital Advisors
Virginia
$1.34M -$520K -5,222 -28%
33 34
35
36 37