AGG icon

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 %
ZB
101
Zions Bancorporation
Utah
$68.7M +$5.15M +51,696 +8%
KWM
102
Kingsview Wealth Management
Oregon
$68.3M +$45.1M +452,260 +194%
EA
103
Efficient Advisors
Ohio
$67.9M +$32.2M +322,884 +90%
BCI
104
Brinker Capital Investments
Pennsylvania
$67.9M +$12.9M +129,054 +23%
OPS
105
Orion Portfolio Solutions
Nebraska
$67.9M +$57M +572,030 +525%
KOC
106
Koss-Olinger Consulting
Florida
$65.1M +$3.53M +35,461 +6%
RhumbLine Advisers
107
RhumbLine Advisers
Massachusetts
$64.9M +$13.8M +138,736 +27%
SGI
108
Summit Global Investments
Utah
$63.7M +$23.2M +232,455 +57%
MSA
109
Mason Street Advisors
Wisconsin
$62.3M +$9.03M +90,600 +17%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$62.2M +$1.47M +14,750 +2%
CWM
111
Campbell Wealth Management
Virginia
$61.3M +$61.3M +615,314 New
AWS
112
AJ Wealth Strategies
New York
$60.6M -$52M -521,619 -46%
BPA
113
Beacon Pointe Advisors
California
$60.4M +$1.87M +18,783 +3%
TOTSC
114
Trustees of the Smith College
Massachusetts
$59M +$11.1M +111,720 +23%
COCM
115
Charter Oak Capital Management
New Hampshire
$57.7M +$4.64M +46,540 +9%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$57.3M -$5.73M -57,559 -9%
Franklin Resources
117
Franklin Resources
California
$57M +$961K +9,643 +2%
TCM
118
Twele Capital Management
Minnesota
$55.8M -$2.6M -26,116 -4%
FMC
119
First Merchants Corp
Indiana
$54.6M +$19.5M +195,891 +56%
SMM
120
Stadion Money Management
Georgia
$53.9M +$9.55M +95,818 +22%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$53.9M +$11.5M +115,513 +27%
R
122
Rebalance
California
$53.5M +$725K +7,273 +1%
CA
123
Cambridge Associates
Massachusetts
$52.4M -$472K -4,737 -0.9%
CFG
124
Compton Financial Group
Maryland
$52.4M +$817K +8,201 +2%
BCM
125
Brookstone Capital Management
Illinois
$51.9M +$2.69M +27,225 +5%
3 4
5
6 7