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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 %
FOA
1151
Five Oceans Advisors
California
$489K +$15.1K +152 +3%
CWM
1152
Catalyst Wealth Management
Georgia
$488K +$488K +4,899 New
NG
1153
NWK Group
California
$487K -$71.1K -714 -13%
BWM
1154
Bulltick Wealth Management
Florida
$486K – – –
LNWWM
1155
Laird Norton Wetherby Wealth Management
California
$486K +$598 +6 +0.1%
IF
1156
Intrua Financial
Texas
$486K +$486K +4,886 New
GW
1157
GW & Wade
Massachusetts
$484K -$499 -5 -0.1%
GKIM
1158
GW&K Investment Management
Massachusetts
$484K +$484K +4,862 New
CW
1159
CIC Wealth
Maryland
$484K +$57.9K +581 +14%
PS
1160
Planned Solutions
California
$480K +$6.08K +61 +1%
WDL
1161
Well Done LLC
Michigan
$480K -$3.09M -31,046 -87%
JWCA
1162
J.W. Coons Advisors
Ohio
$479K – – –
BIAS
1163
Beacon Investment Advisory Services
New Jersey
$479K -$2.79K -28 -0.6%
AWM
1164
Accel Wealth Management
Iowa
$477K +$337K +3,386 +241%
SIA
1165
SkyView Investment Advisors
New Jersey
$477K +$129K +1,298 +37%
ECM
1166
Evergreen Capital Management
Washington
$477K +$75.5K +758 +19%
EF
1167
Empowered Funds
Pennsylvania
$474K +$474K +4,765 New
IWMA
1168
Ironwood Wealth Management (Arizona)
Arizona
$474K +$16.6K +167 +4%
FMP
1169
Financial Management Professionals
Texas
$471K +$100 +1 +0%
HHGA
1170
Halbert Hargrove Global Advisors
California
$470K +$32K +321 +7%
MC
1171
Middleton & Co
Massachusetts
$467K – – –
BP
1172
BBR Partners
New York
$466K +$120K +1,205 +35%
SPA
1173
Sentinel Pension Advisors
Massachusetts
$464K -$4.62K -46 -1%
RPGK
1174
Retirement Planning Group (Kansas)
Kansas
$463K -$112K -1,124 -19%
SAM
1175
Synergy Asset Management
Washington
$459K +$185K +1,855 +67%
45 46
47
48 49