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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$104M +$10.3M +103,140 +11%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$102M -$3.23M -32,372 -3%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$98.9M – – –
MML Investors Services
79
MML Investors Services
Massachusetts
$98.1M +$33.8M +339,638 +53%
DC
80
Deere & Company
Illinois
$96.9M -$20.1M -202,222 -17%
KeyBank National Association
81
KeyBank National Association
Ohio
$91.7M -$6.69M -67,125 -7%
OC
82
Oakworth Capital
Alabama
$90.3M +$427K +4,290 +0.5%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$90.1M -$5.7M -57,165 -6%
CAN
84
Cetera Advisor Networks
California
$89.5M +$3.79M +38,025 +4%
MCWS
85
McKinley Carter Wealth Services
West Virginia
$85.2M +$2.1M +21,107 +3%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$79.7M +$8.79M +88,201 +12%
Fisher Asset Management
87
Fisher Asset Management
Washington
$78.7M +$5.28M +52,941 +7%
Victory Capital Management
88
Victory Capital Management
Texas
$78.1M +$19.4M +195,030 +33%
IAIM
89
Industrial Alliance Investment Management
Quebec, Canada
$77.9M – – –
HighTower Advisors
90
HighTower Advisors
Illinois
$76M +$50.8K +510 +0.1%
B
91
Barings
North Carolina
$75.9M +$41.7M +418,286 +122%
SCP
92
Stamos Capital Partners
California
$73.9M +$35.6M +357,350 +93%
ZIM
93
Zacks Investment Management
Illinois
$73.4M +$5.06M +50,774 +7%
NA
94
NewEdge Advisors
Louisiana
$72M -$3.67M -36,733 -5%
DCM
95
Disciplina Capital Management
Tennessee
$70.4M +$5.73M +57,535 +9%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$69.8M -$2.85M -28,595 -4%
CTB
97
Country Trust Bank
Illinois
$69.8M -$38.3M -384,508 -35%
BAM
98
Brave Asset Management
New Jersey
$69.8M +$10.3M +103,236 +17%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$69.6M +$6.75M +67,730 +11%
AF
100
Alerus Financial
North Dakota
$68.9M +$1.43M +14,340 +2%
2 3
4
5 6