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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 %
SCA
1451
Stonebridge Capital Advisors
Minnesota
$152K +$91.8K +921 +152%
BCMLT
1452
Beacon Capital Management LLC (Tennessee)
Tennessee
$151K -$45.3K -455 -23%
LWCFA
1453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K -$608K -6,100 -80%
JFA
1454
JNBA Financial Advisors
Minnesota
$147K – – –
FCA
1455
FinTrust Capital Advisors
South Carolina
$147K – – –
SC
1456
SouthState Corp
Florida
$143K +$4.09K +41 +3%
CWP
1457
Concord Wealth Partners
Virginia
$141K +$100 +1 +0.1%
WBC
1458
West Branch Capital
Massachusetts
$141K +$5.98K +60 +4%
GI
1459
Gradient Investments
Minnesota
$139K -$22.6K -227 -14%
IBOK
1460
Independence Bank of Kentucky
Kentucky
$137K – – –
KFI
1461
Key Financial Inc
Pennsylvania
$137K +$10.4K +104 +8%
FA
1462
Faithward Advisors
Pennsylvania
$135K +$39.7K +397 +42%
LOIP
1463
Live Oak Investment Partners
Texas
$131K -$133K – –
BLC
1464
Brown, Lisle/Cummings
Rhode Island
$131K -$39.9K -400 -23%
OFG
1465
Oxford Financial Group
Indiana
$129K +$8.87K +89 +7%
AIC
1466
Archer Investment Corporation
Indiana
$128K -$1.1K -11 -0.8%
RDFA
1467
Ritter Daniher Financial Advisory
Ohio
$127K – – –
AFS
1468
Annapolis Financial Services
Maryland
$127K – – –
AA
1469
Addison Advisors
Vermont
$125K – – –
SWM
1470
Sugarloaf Wealth Management
Georgia
$122K – – –
BCA
1471
Bray Capital Advisors
Florida
$120K – – –
TCOV
1472
Trust Company of Vermont
Vermont
$116K -$157K -1,575 -58%
CSWM
1473
Cassady Schiller Wealth Management
Ohio
$114K – – –
WCM
1474
Wunderlich Capital Managemnt
Tennessee
$113K – – –
CIA
1475
Cape Investment Advisory
Georgia
$110K +$110K +1,108 New
57 58
59
60 61