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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 %
JIC
1351
Joel Isaacson & Co
New York
$282K +$1.4K +14 +0.5%
SIMG
1352
Sonora Investment Management Group
Arizona
$279K +$279K +2,796 New
MFS
1353
McNamara Financial Services
Massachusetts
$278K +$7.47K +75 +3%
LA
1354
LexAurum Advisors
Kansas
$275K +$275K +2,761 New
MC
1355
Moors & Cabot
Massachusetts
$275K -$897 -9 -0.3%
BCA
1356
Bay Colony Advisors
Massachusetts
$275K -$13.9K -140 -5%
FNB
1357
Farmers National Bank
Kentucky
$273K -$18.1K -182 -6%
PP
1358
PrairieView Partners
Minnesota
$271K +$95.2K +957 +54%
HT
1359
Headlands Technologies
Illinois
$270K -$1.58M -15,833 -85%
BWG
1360
Beta Wealth Group
California
$270K -$2.85M -28,574 -91%
MAM
1361
Milestone Asset Management
Pennsylvania
$269K -$2.39K -24 -0.9%
SBIA
1362
Sheaff Brock Investment Advisors
Indiana
$269K – – –
SIC
1363
Sterling Investment Counsel
New York
$268K +$268K +2,694 New
FWIA
1364
Fort Washington Investment Advisors
Ohio
$268K +$40K +401 +18%
ORC
1365
O'Rourke & Company
Massachusetts
$264K -$20.8K -207 -7%
BTWM
1366
Baker Tilly Wealth Management
Wisconsin
$263K -$179K -1,797 -41%
TCM
1367
Triumph Capital Management
Colorado
$261K +$37.3K +374 +17%
BMC
1368
Benin Management Corp
Connecticut
$260K +$11.1K +111 +4%
D
1369
Diversified
Delaware
$258K +$258K +2,589 New
IA
1370
IFG Advisory
Georgia
$256K -$1.02M -10,271 -80%
LWP
1371
Lumature Wealth Partners
Georgia
$255K -$34.6K -347 -12%
TDC
1372
Thompson Davis & Co
Virginia
$254K +$4.09K +41 +2%
SF
1373
Symphony Financial
Texas
$252K -$193K -1,948 -43%
WAS
1374
WESPAC Advisors SoCal
California
$252K – – –
HCP
1375
Hexagon Capital Partners
Arkansas
$252K -$4.48K -45 -2%
53 54
55
56 57