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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 %
PI
901
PineBridge Investments
New York
$1.24M -$29.9K -300 -2%
GTAM
902
Global Trust Asset Management
Florida
$1.23M -$5.78K -58 -0.5%
MA
903
Mosaic Advisors
Texas
$1.22M +$5.98K +60 +0.5%
BCM
904
BTC Capital Management
Iowa
$1.22M -$45.5K -457 -4%
CWM
905
Curi Wealth Management
North Carolina
$1.22M -$2.4M -24,039 -66%
MG
906
Mather Group
Illinois
$1.22M +$463K +4,650 +61%
HCC
907
Hirtle Callaghan & Co
Pennsylvania
$1.21M +$51.4K +516 +4%
TIM
908
Total Investment Management
Arizona
$1.21M -$239K -2,403 -17%
BEI
909
Benjamin Edwards Inc
Missouri
$1.21M -$49.5K -497 -4%
AIA
910
Affinity Investment Advisors
California
$1.2M – – –
BWA
911
BDO Wealth Advisors
Florida
$1.19M +$996 +10 +0.1%
BAAM
912
Baker Avenue Asset Management
California
$1.19M -$276K -2,766 -19%
GPA
913
Garrison Point Advisors
California
$1.18M +$17.6K +177 +2%
LC
914
LCNB Corp
Ohio
$1.18M -$9.96K -100 -0.8%
SW
915
SteelPeak Wealth
California
$1.18M -$8.7M -87,325 -88%
H
916
HoyleCohen
California
$1.16M +$19.1K +192 +2%
PTC
917
Private Trust Company
Ohio
$1.15M -$159K -1,600 -12%
EWA
918
EverSource Wealth Advisors
Alabama
$1.15M +$484K +4,862 +73%
TA
919
Tiedemann Advisors
New York
$1.14M – – –
FLA
920
Financial Life Advisors
Texas
$1.14M – – –
RPCA
921
Running Point Capital Advisors
California
$1.12M +$78.6K +789 +8%
SA
922
Shilanski & Associates
Alaska
$1.12M -$37.4K -372 -3%
ISL
923
Ingalls & Snyder LLC
New York
$1.12M – – –
AC
924
ASB Consultores
Florida
$1.11M – – –
PFG
925
Pacific Financial Group
Washington
$1.1M -$897K -9,006 -45%
35 36
37
38 39