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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 %
PMFA
1101
Plante Moran Financial Advisors
Michigan
$589K +$3.37K +34 +0.6%
WWM
1102
Windsor Wealth Management
Indiana
$588K -$200K -2,001 -25%
FWA
1103
FSM Wealth Advisors
Ohio
$586K +$7.87K +79 +1%
SDWMA
1104
Schneider Downs Wealth Management Advisors
Pennsylvania
$586K +$17.9K +180 +3%
PAM
1105
Palisade Asset Management
Minnesota
$582K -$5.78K -58 -1%
RBC
1106
Romano Brothers & Co
Illinois
$582K -$1.69K -17 -0.3%
SCG
1107
Sonata Capital Group
Washington
$580K – – –
BFM
1108
Boston Financial Management
Massachusetts
$580K -$143K -1,440 -20%
RFA
1109
Register Financial Advisors
Georgia
$577K +$95.6K +960 +20%
CQS
1110
Credential Qtrade Securities
$572K +$397K +3,990 +227%
FFA
1111
Fragasso Financial Advisors
Pennsylvania
$572K -$49.6K -498 -8%
FT
1112
Fiduciary Trust
Massachusetts
$570K +$115K +1,157 +25%
HWM
1113
Horizons Wealth Management
North Carolina
$569K -$57.2K -574 -9%
MCI
1114
MRP Capital Investments
Georgia
$567K +$478K +4,801 +540%
ETIA
1115
Epic Trust Investment Advisors
Washington
$566K +$312K +3,127 +122%
TDWM
1116
Topel & Distasi Wealth Management
California
$560K +$797 +8 +0.1%
SAM
1117
Stone Asset Management
Texas
$555K -$1.95M -19,531 -78%
TNB
1118
Thomasville National Bank
Georgia
$554K -$7.67K -77 -1%
BBNA
1119
Bremer Bank National Association
Minnesota
$553K -$2.45M -24,541 -82%
WW
1120
Westshore Wealth
California
$553K -$14.4K -145 -3%
IUHSA
1121
Itau Unibanco Holding S.A.
Brazil
$551K -$557K -5,591 -50%
HFP
1122
Holistic Financial Partners
Indiana
$549K -$28.5K -286 -5%
TI
1123
tru Independence
Oregon
$548K -$703K -7,058 -56%
HR
1124
Howe & Rusling
New York
$546K -$2.87M -28,835 -84%
HWA
1125
HHM Wealth Advisors
Tennessee
$540K -$146K -1,467 -21%
43 44
45
46 47