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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 %
SIS
1301
Sound Income Strategies
Florida
$324K +$46.7K +469 +17%
PAM
1302
Peak Asset Management
Colorado
$323K +$5.18K +52 +2%
FHC
1303
First Heartland Consultants
Missouri
$323K -$24.3K -244 -7%
CTC
1304
Central Trust Company
Missouri
$323K -$47.2K -474 -13%
CAM
1305
Cozad Asset Management
Illinois
$323K +$323K +3,242 New
NCM
1306
Noesis Capital Mangement
Florida
$322K +$299 +3 +0.1%
AIM
1307
Alhambra Investment Management
Florida
$322K – – –
UBG
1308
United Bank (Georgia)
Georgia
$322K +$47.7K +479 +17%
SG Americas Securities
1309
SG Americas Securities
New York
$321K -$70.5M -707,886 -100%
PFM
1310
Parsec Financial Management
North Carolina
$320K -$165K -1,660 -34%
SSA
1311
Schonfeld Strategic Advisors
New York
$318K +$318K +3,194 New
RWIA
1312
Roger Wittlin Investment Advisory
California
$317K +$1.5K +15 +0.5%
SWP
1313
Semus Wealth Partners
Florida
$316K -$35.3K -354 -10%
AIP
1314
Almanack Investment Partners
Pennsylvania
$316K +$8.87K +89 +3%
BFO
1315
Biltmore Family Office
North Carolina
$315K +$315K +3,160 New
GWM
1316
GDS Wealth Management
Texas
$312K -$92.1K -924 -23%
BFA
1317
Beacon Financial Advisory
Ohio
$312K +$312K +3,128 New
DC
1318
Destiny Capital
Colorado
$312K +$312K +3,127 New
IWM
1319
Iams Wealth Management
Nebraska
$309K +$309K +3,119 New
MCA
1320
MSH Capital Advisors
Arizona
$309K -$56.8K -570 -16%
State Street
1321
State Street
Massachusetts
$309K +$5.48K +55 +2%
SCA
1322
Sage Capital Advisors
South Dakota
$309K +$299 +3 +0.1%
KFP
1323
KB Financial Partners
New Jersey
$308K -$2.32M -23,279 -88%
FF
1324
Friedenthal Financial
New Jersey
$307K -$4.3M -43,120 -93%
NAM
1325
NTV Asset Management
West Virginia
$307K +$307K +3,080 New
51 52
53
54 55