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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 %
SL
1226
SWMG LLC
Texas
$402K +$399 +4 +0.1%
SC
1227
Solstein Capital
California
$401K -$73.5K -738 -16%
P
1228
&Partners
Tennessee
$399K +$3.49K +35 +0.9%
PAG
1229
Paladin Advisory Group
Iowa
$399K +$399K +4,003 New
PPC
1230
Park Place Capital
Alabama
$399K +$44.7K +449 +13%
FRA
1231
Frank Rimerman Advisors
California
$398K – – –
AAG
1232
Armstrong Advisory Group
Massachusetts
$396K +$112K +1,127 +40%
DAM
1233
Delta Asset Management
Tennessee
$396K -$996 -10 -0.3%
AFM
1234
Andesa Financial Management
Pennsylvania
$395K +$118K +2,076 +42%
EAMA
1235
EFG Asset Management (Americas)
Florida
$394K – – –
WCG
1236
Weaver Consulting Group
California
$394K -$612K -6,137 -61%
YWM
1237
Yoder Wealth Management
California
$393K +$393K +3,943 New
BWP
1238
BSW Wealth Partners
Colorado
$392K +$2.39K +24 +0.6%
OL
1239
Optas LLC
Texas
$390K +$390K +3,912 New
EFG
1240
Ethos Financial Group
Pennsylvania
$388K -$153K -1,538 -28%
PMA
1241
Prudent Man Advisors
Illinois
$388K -$613K -6,152 -61%
FA
1242
Fortis Advisors
Pennsylvania
$387K +$1.89K +19 +0.5%
HS
1243
Horan Securities
United States
$386K -$60.2K -604 -13%
MIH
1244
Meitav Investment House
Israel
$386K -$44.3K -441 -10%
TBWA
1245
Three Bridge Wealth Advisors
California
$384K -$36.6K -367 -9%
SRC
1246
Sage Rhino Capital
California
$384K +$199 +2 +0.1%
SEA
1247
Stegent Equity Advisors
Texas
$382K -$10.1K -101 -3%
MWM
1248
Maripau Wealth Management
Indiana
$381K -$44.7K -449 -11%
LWM
1249
LJI Wealth Management
Indiana
$381K +$1.1K +11 +0.3%
RFP
1250
Roth Financial Partners
Texas
$380K – – –
48 49
50
51 52