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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 %
APWA
976
Atlas Private Wealth Advisors
New Jersey
$910K -$121K -1,210 -12%
RFG
977
Range Financial Group
Oregon
$908K +$150K +1,502 +20%
PCA
978
Providence Capital Advisors
North Carolina
$908K -$80.3K -806 -8%
BSW
979
Buckingham Strategic Wealth
Missouri
$907K – – –
SAM
980
Strategy Asset Managers
California
$906K -$8.97K -90 -1%
TFG
981
Tilson Financial Group
New Jersey
$903K -$204K -2,047 -18%
1WM
982
1900 Wealth Management
Texas
$901K – – –
CCB
983
Country Club Bank
Missouri
$900K +$180K +1,818 +25%
GL
984
Graypoint LLC
New York
$897K +$35.7K +358 +4%
RWP
985
Revolve Wealth Partners
New Jersey
$897K +$13.5K +135 +2%
MYIA
986
Mount Yale Investment Advisors
Colorado
$897K -$764K -7,669 -46%
WFA
987
Wells Financial Advisors
Massachusetts
$896K +$61.6K +618 +7%
WCM
988
Windham Capital Management
Massachusetts
$893K -$1.32M -13,205 -60%
SFO
989
Stokes Family Office
Louisiana
$891K +$173K +1,741 +24%
PB
990
Pinnacle Bancorp
Nebraska
$891K -$111K -1,114 -11%
FA
991
Fountainhead AM
New Jersey
$880K -$55.2K -554 -6%
WAM
992
WNY Asset Management
New York
$874K -$988K -9,917 -53%
TCM
993
Traynor Capital Management
Pennsylvania
$870K -$169K -1,697 -16%
CAM
994
Cidel Asset Management
Ontario, Canada
$869K -$740K – –
TWP
995
Transparent Wealth Partners
Arkansas
$863K +$863K +8,665 New
VFPI
996
Vantage Financial Partners (Illinois)
Illinois
$856K -$7.47K -75 -0.9%
BWP
997
Bernardo Wealth Planning
Pennsylvania
$855K -$19K -191 -2%
DP
998
Dearborn Partners
Illinois
$850K -$76.4K -767 -8%
CIBC Asset Management
999
CIBC Asset Management
Ontario, Canada
$850K +$1.79K +18 +0.2%
BMD
1000
Better Money Decisions
New Mexico
$845K +$14.8K +149 +2%
38 39
40
41 42