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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 %
JFG
926
JMG Financial Group
Illinois
$1.1M +$2.99K +30 +0.3%
RT
927
Rockland Trust
Massachusetts
$1.1M +$24.3K +244 +2%
GPA
928
Guidance Point Advisors
Massachusetts
$1.09M +$94.1K +944 +9%
SMDAM
929
Sumitomo Mitsui DS Asset Management
Japan
$1.09M +$74.7K +750 +7%
VFG
930
V2 Financial group
Illinois
$1.09M -$60.5K -607 -5%
DWP
931
Daymark Wealth Partners
Ohio
$1.09M +$633K +6,357 +139%
FSG
932
Financial Strategies Group
Michigan
$1.09M +$9.37K +94 +0.9%
TTWM
933
TCV Trust & Wealth Management
Virginia
$1.09M -$276K -2,773 -20%
Renaissance Technologies
934
Renaissance Technologies
New York
$1.09M -$8.07M -81,000 -88%
IW
935
Imprint Wealth
South Carolina
$1.08M +$1.08M +10,888 New
VC
936
Veracity Capital
Georgia
$1.08M +$19.7K +198 +2%
LCWP
937
Legacy Capital Wealth Partners
Arkansas
$1.08M +$1.08M +10,801 New
TC
938
TownSquare Capital
Utah
$1.08M -$111K -1,112 -9%
WIA
939
World Investment Advisors
California
$1.07M -$538K -5,401 -33%
SFG
940
Sowa Financial Group
Rhode Island
$1.07M +$1.07M +10,751 New
GF
941
Gries Financial
Ohio
$1.07M +$10.5K +105 +1%
PWA
942
Physician Wealth Advisors
Utah
$1.06M +$25K +253 +2%
AO
943
Advisor OS
Illinois
$1.05M -$4.63M -46,507 -82%
NP
944
Nilsine Partners
Colorado
$1.04M +$1.04M +10,392 New
ANBT
945
American National Bank & Trust
Texas
$1.03M -$3.49K -35 -0.3%
IC
946
Inscription Capital
Texas
$1.03M +$64.8K +650 +7%
AWA
947
Aletheian Wealth Advisors
Washington
$1.03M +$99.5K +999 +11%
FC
948
Financial Consulate
Maryland
$1.03M -$860K -8,629 -46%
CSPIA
949
Cary Street Partners Investment Advisory
Virginia
$1.03M +$82.8K +831 +9%
LA
950
Lifeworks Advisors
Michigan
$1.03M +$179K +1,795 +21%
36 37
38
39 40