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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 %
AA
1051
Advisory Alpha
Michigan
$713K +$24.2K +243 +4%
CA
1052
Cambridge Advisors
Nebraska
$712K – – –
CFD
1053
Creative Financial Designs
Indiana
$710K +$387K +3,883 +120%
VFIC
1054
Valley Forge Investment Consultants
Pennsylvania
$710K -$137K -1,374 -16%
GBWM
1055
Granite Bay Wealth Management
New Hampshire
$707K -$58.8K -590 -8%
AWM
1056
Angeles Wealth Management
California
$706K -$105K -1,050 -13%
NW
1057
Naviter Wealth
Arkansas
$705K -$12M -120,605 -94%
SWA
1058
Strategies Wealth Advisors
Michigan
$704K -$173K -1,732 -20%
TCA
1059
Transcend Capital Advisors
New Jersey
$704K -$261K -2,616 -27%
CIA
1060
Capital Investment Advisors
Georgia
$702K +$19.7K +198 +3%
BWM
1061
Benchmark Wealth Management
Connecticut
$701K – – –
SSC
1062
Syverson Strege & Co
Iowa
$701K +$388K +3,889 +124%
CAL
1063
Capital Advisors Ltd
Ohio
$698K -$112K -1,122 -14%
WP
1064
WealthPLAN Partners
Nebraska
$697K -$117K -1,174 -14%
PIA
1065
Perennial Investment Advisors
California
$692K +$87.8K +881 +15%
FIA
1066
Foundations Investment Advisors
Arizona
$692K +$204K +2,050 +42%
ACS
1067
Archford Capital Strategies
Illinois
$676K -$357K -3,555 -35%
FWA
1068
FOCUS Wealth Advisors
Texas
$675K – – –
AWM
1069
Atticus Wealth Management
Florida
$673K +$578K +5,798 +605%
FCB
1070
First County Bank
Connecticut
$669K -$597K -5,989 -47%
AWMS
1071
Advocacy Wealth Management Services
Georgia
$668K +$8.77K +88 +1%
AM
1072
AGF Management
Ontario, Canada
$668K +$139K +1,400 +26%
FWP
1073
FAS Wealth Partners
Kansas
$667K -$647K -6,495 -49%
B
1074
Bensler
Washington
$664K +$103K +1,031 +18%
Qube Research & Technologies (QRT)
1075
Qube Research & Technologies (QRT)
United Kingdom
$658K -$362K -3,636 -36%
41 42
43
44 45