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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 %
AMIM
1401
Aull & Monroe Investment Management
Alabama
$231K +$231K +2,315 New
ARG
1402
Advisory Resource Group
Oklahoma
$231K -$11.1K -111 -5%
BHBT
1403
Burke & Herbert Bank & Trust
Virginia
$230K – – –
WA
1404
Wealth Alliance
New York
$230K -$39.6K -397 -15%
VF
1405
Vawter Financial
Ohio
$230K +$19.4K +195 +9%
CFO
1406
CVA Family Office
Colorado
$229K – – –
CCM
1407
Colorado Capital Management
Colorado
$229K +$191K +1,920 +503%
FSWA
1408
Financial Synergies Wealth Advisors
Texas
$227K +$1.1K +11 +0.5%
BWM
1409
Brickley Wealth Management
California
$227K -$7.77K -78 -3%
FSA
1410
Financial Services Advisory
Maryland
$227K -$9.03M -90,653 -98%
HSG
1411
Helen Stephens Group
Texas
$225K +$225K +2,262 New
SAM
1412
SignalPoint Asset Management
Missouri
$223K -$5.58K -56 -2%
SC
1413
Sepio Capital
Utah
$223K +$223K +2,234 New
GP
1414
Girard Partners
Pennsylvania
$222K -$69.2K -694 -24%
NB
1415
NBT Bank
New York
$222K – – –
TMWM
1416
Taylor & Morgan Wealth Management
Michigan
$220K +$498 +5 +0.2%
SWM
1417
Segment Wealth Management
Texas
$220K +$3.99K +40 +2%
SWM
1418
Silverlake Wealth Management
Vermont
$220K -$86.1K -864 -28%
OAP
1419
One Advisory Partners
Kansas
$219K -$7.87K -79 -3%
FWP
1420
Falcon Wealth Planning
California
$219K -$206K -2,068 -48%
SRC
1421
Shufro Rose & Co
New York
$215K -$143K -1,437 -40%
VAFP
1422
Vahanian & Associates Financial Planning
New York
$214K – – –
DWP
1423
Destiny Wealth Partners
Florida
$212K +$132K +1,329 +167%
FCM
1424
Family Capital Management
Michigan
$210K -$209K -2,099 -50%
MHS
1425
M Holdings Securities
Oregon
$210K -$78.4K -787 -27%
55 56
57
58 59