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 %
CWA
1326
Core Wealth Advisors
Florida
$306K +$205K +2,053 +201%
GCM
1327
Gallacher Capital Management
Colorado
$306K -$715K -7,175 -70%
XS
1328
XR Securities
Illinois
$305K +$305K +3,059 New
VVP
1329
Venture Visionary Partners
Ohio
$304K +$7.37K +74 +2%
FFG
1330
Fullen Financial Group
Ohio
$302K +$2.2K +22 +0.7%
IFO
1331
Independent Family Office
New York
$302K – – –
GEA
1332
Glen Eagle Advisors
New Jersey
$302K -$11.4K -114 -4%
GWM
1333
Grand Wealth Management
Michigan
$302K -$618K -6,203 -67%
T
1334
TNF
Montana
$301K -$365K -3,651 -55%
LWM
1335
Lyell Wealth Management
California
$301K -$121K -1,210 -29%
NAS
1336
Nicolet Advisory Services
Wisconsin
$300K +$300K +2,989 New
GCM
1337
Gables Capital Management
Florida
$299K – – –
GHA
1338
GW Henssler & Associates
Georgia
$298K +$298K +2,989 New
CRI
1339
Colonial River Investments
Virginia
$294K +$47.3K +475 +19%
MPCG
1340
Matrix Private Capital Group
New York
$294K -$391K -3,925 -57%
HWA
1341
Heartwood Wealth Advisors
Virginia
$292K -$431K -4,327 -60%
RWB
1342
RMR Wealth Builders
New Jersey
$292K -$458K -4,602 -61%
RI
1343
Rinkey Investments
California
$291K +$1.89K +19 +0.7%
CT
1344
Colonial Trust
South Carolina
$291K +$63.2K +634 +28%
DWM
1345
Darwin Wealth Management
Florida
$290K -$16.4K -166 -5%
HAS
1346
HBW Advisory Services
California
$290K +$3.69K +37 +1%
JPLA
1347
Joseph P. Lucia & Associates
New York
$290K -$17.5K -176 -6%
RWI
1348
Red Wave Investments
Pennsylvania
$286K -$81.4K -817 -22%
AR
1349
Apeiron RIA
Texas
$286K -$47.1K -473 -14%
BSB
1350
Bangor Savings Bank
Maine
$283K -$57.8K -580 -17%
52 53
54
55 56