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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 %
SCA
1026
Stillwater Capital Advisors
Pennsylvania
$798K -$3.99K -40 -0.5%
SWM
1027
Stockman Wealth Management
Montana
$795K +$60.3K +605 +8%
SFG
1028
SNS Financial Group
Minnesota
$794K -$6.48K -65 -0.8%
FAM
1029
Family Asset Management
South Carolina
$788K +$33.2K +333 +4%
GAB
1030
German American Bancorp
Indiana
$774K +$315K +3,164 +69%
IC
1031
IEQ Capital
California
$766K +$766K +7,688 New
EWM
1032
Empirical Wealth Management
Washington
$763K -$113K -1,130 -13%
TF
1033
Tompkins Financial
New York
$762K -$1.18M -11,855 -61%
AIA
1034
Angeles Investment Advisors
California
$762K -$105K -1,050 -12%
HCM
1035
Hudson Capital Management
New Jersey
$761K +$41.3K +414 +6%
JIP
1036
Jaffetilchin Investment Partners
Florida
$755K -$45.9K -461 -6%
BFEC
1037
Benjamin F. Edwards & Company
Missouri
$754K +$93.6K +940 +14%
FAM
1038
Flaharty Asset Management
Florida
$747K – – –
AC
1039
Annandale Capital
Texas
$747K – – –
PIM
1040
Penobscot Investment Management
Massachusetts
$746K -$138K -1,382 -16%
SCA
1041
Snowden Capital Advisors
New York
$743K -$9.57K -96 -1%
SSWM
1042
Smith Salley Wealth Management
North Carolina
$743K -$1.22M -12,228 -62%
EPM
1043
Elm Partners Management
Pennsylvania
$740K +$450K +4,512 +155%
CMBA
1044
C.M. Bidwell & Associates
Hawaii
$739K -$14.9K -150 -2%
AT
1045
Arden Trust
Delaware
$730K -$6.43M -64,549 -90%
OGF
1046
Orin Green Financial
California
$728K -$56.6K -568 -7%
BC
1047
Burney Company
Virginia
$727K -$256K -2,570 -26%
CA
1048
Calton & Associates
Florida
$725K +$4.68K +47 +0.7%
PWC
1049
PYA Waltman Capital
Tennessee
$725K -$91.1K -914 -11%
Bank Julius Baer & Co
1050
Bank Julius Baer & Co
Switzerland
$715K -$1.29M -12,987 -64%
40 41
42
43 44