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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 %
LGA
1426
Lebenthal Global Advisors
New York
$208K +$208K +2,088 New
ODG
1427
O'Dell Group
Ohio
$208K +$208K +2,084 New
WJA
1428
Willis Johnson & Associates
Texas
$207K -$20.5K -206 -9%
BFG
1429
Baron Financial Group
New Jersey
$207K -$241K -2,420 -54%
DCM
1430
Dimension Capital Management
Florida
$206K – – –
WDC
1431
Woodward Diversified Capital
California
$204K -$8.97K -90 -4%
DIP
1432
DT Investment Partners
Pennsylvania
$204K +$204K +2,067 New
WAG
1433
Winthrop Advisory Group
Massachusetts
$202K +$202K +2,031 New
SS
1434
Sunbelt Securities
Texas
$199K -$236K -2,380 -54%
ZC
1435
Zeit Capital
Colorado
$196K -$3.14M -31,469 -94%
MFC
1436
Morris Financial Concepts
South Carolina
$195K -$1.59K -16 -0.8%
TFA
1437
Toth Financial Advisory
Virginia
$194K +$134K +1,346 +224%
CHC
1438
City Holding Co
West Virginia
$193K -$147K -1,475 -43%
FFA
1439
Founders Financial Alliance
North Carolina
$192K -$60.5K -609 -24%
CPA
1440
Cardiff Park Advisors
California
$178K -$8.07K -81 -4%
RI
1441
Ridgewood Investments
New Jersey
$174K +$174K +1,743 New
CHA
1442
Carmichael Hill & Associates
Maryland
$172K +$3.29K +33 +2%
APCM
1443
Alaska Permanent Capital Management
Alaska
$171K – – –
HI
1444
Hendershot Investments
Virginia
$170K -$1.2M -12,049 -88%
Commonwealth Equity Services
1445
Commonwealth Equity Services
Massachusetts
$168K +$818 +8,213 +0.5%
CIAS
1446
Capital Investment Advisory Services
North Carolina
$167K -$51.3K -515 -24%
DSC
1447
Duncker Streett & Co
Missouri
$165K – – –
CA
1448
Clearstead Advisors
Ohio
$156K -$34.5K -346 -18%
DI
1449
Disciplined Investments
Oklahoma
$155K -$22.9K -230 -13%
NIC
1450
Northwest Investment Counselors
Oregon
$153K +$100 +1 +0.1%
56 57
58
59 60