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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 %
PWW
876
Pettyjohn Wood & White
Virginia
$1.33M +$13.7K +137 +1%
PFO
877
Pathstone Family Office
New Jersey
$1.33M -$1.38M -13,854 -51%
CAGAS
878
Capital Advisory Group Advisory Services
Minnesota
$1.32M +$95.5K +958 +8%
TF
879
Trek Financial
Arizona
$1.32M +$1.32M +13,220 New
WWM
880
Western Wealth Management
Colorado
$1.32M +$124K +1,249 +10%
PWM
881
PRW Wealth Management
Massachusetts
$1.31M +$1.31M +13,100 New
ZCM
882
Ziegler Capital Management
Illinois
$1.31M -$990K -9,932 -43%
MIC
883
Means Investment Company
Maine
$1.31M +$112K +1,125 +9%
NFG
884
Northeast Financial Group
Pennsylvania
$1.3M +$37.8K +377 +3%
MSAGDF
885
Moneda SA Administradora General de Fondos
Chile
$1.3M -$776K -7,790 -37%
RTL
886
Red Tortoise LLC
Georgia
$1.3M – – –
WS
887
Wedbush Securities
California
$1.29M +$69.6K +698 +6%
FNBOSM
888
First National Bank of South Miami
Florida
$1.29M +$15.3K +154 +1%
CSB
889
City State Bank
Iowa
$1.28M +$61.3K +615 +5%
WFA
890
WestHill Financial Advisors
California
$1.28M -$25.1K -252 -2%
MFG
891
Merit Financial Group
Georgia
$1.27M -$627K -6,296 -33%
TRCT
892
Tower Research Capital (TRC)
New York
$1.27M -$291K -2,926 -19%
CPRC
893
Consolidated Portfolio Review Corp
New York
$1.26M +$1.26M +12,691 New
HA
894
HC Advisors
Georgia
$1.26M – – –
USCWA
895
U.S. Capital Wealth Advisors
Texas
$1.26M -$1.86M -18,650 -60%
TA
896
TrueWealth Advisors
Alabama
$1.25M -$409K -4,101 -25%
W
897
WPWealth
Texas
$1.25M – – –
UWM
898
USAdvisors Wealth Management
Minnesota
$1.25M -$84.7K -850 -6%
CBFP
899
Cedar Brook Financial Partners
Ohio
$1.24M +$19.2K +193 +2%
RWM
900
RBA Wealth Management
California
$1.24M -$1.4K -14 -0.1%
34 35
36
37 38