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 %
IFPG
1251
Intrepid Financial Planning Group
Indiana
$379K -$9.96K -100 -3%
AWMNH
1252
Arcadia Wealth Management (New Hampshire)
New Hampshire
$375K +$159K +1,593 +73%
MFS
1253
Madrona Financial Services
Washington
$374K +$60.9K +611 +19%
FDCDDQ
1254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$373K -$97.1K -975 -21%
BDFN
1255
Bond & Devick Financial Network
Minnesota
$372K +$65.4K +656 +21%
RFA
1256
Resurgent Financial Advisors
Georgia
$371K -$218K -2,190 -37%
EWMCB
1257
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$371K -$34.1K -343 -8%
TCOT
1258
Trust Company of Toledo
Ohio
$370K +$370K +3,714 New
EP
1259
Essential Planning
New Hampshire
$368K -$579K -5,930 -61%
YAL
1260
Your Advocates Ltd
Texas
$367K -$1.98M -19,907 -84%
PG
1261
Proffitt & Goodson
Tennessee
$367K -$199 -2 -0.1%
CFFP
1262
Center for Financial Planning
Michigan
$367K +$5.68K +57 +2%
BFW
1263
Brady Family Wealth
Missouri
$365K -$8.77K -88 -2%
MF
1264
Montis Financial
Massachusetts
$365K +$365K +3,663 New
BWL
1265
Bogart Wealth LLC
Virginia
$364K -$399 -4 -0.1%
OWA
1266
One Wealth Advisors
California
$361K -$900K -9,030 -71%
WCM
1267
Whitener Capital Management
North Carolina
$360K +$360K +3,612 New
LHEI
1268
Leo H. Evart Inc
California
$358K +$1.69K +17 +0.5%
GC
1269
Gould Capital
Washington
$356K -$9.25M -92,824 -96%
FNT
1270
First National Trust
Pennsylvania
$354K -$212K -2,132 -38%
PC
1271
Prairiewood Capital
North Dakota
$352K -$3.29K -33 -0.9%
BL
1272
BFSG LLC
California
$349K +$33.9K +340 +11%
CIR
1273
Clear Investment Research
Georgia
$349K -$106K -1,067 -23%
LF
1274
Lee Financial
Texas
$346K -$148K -1,481 -30%
CCG
1275
Coastwise Capital Group
California
$345K +$16.4K +165 +5%
49 50
51
52 53