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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 %
JWA
126
JFS Wealth Advisors
Pennsylvania
$50.9M +$1.06M +10,620 +2%
M&T Bank
127
M&T Bank
New York
$50.6M +$2.38M +23,855 +5%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$50.3M +$793K +7,961 +2%
TC
129
Trust Company
Kansas
$50.2M +$27.3M +273,688 +119%
SMFG
130
Sumitomo Mitsui Financial Group
Japan
$49.7M +$261K +2,621 +0.5%
RCG
131
Rock Creek Group
District of Columbia
$49M +$25.9M +260,358 +112%
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$48.9M +$32.6M +327,356 +200%
PCIA
133
Prime Capital Investment Advisors
Kansas
$48.2M +$1.63M +16,357 +3%
SHGA
134
Sand Hill Global Advisors
California
$48.1M +$2.83M +28,427 +6%
CG
135
Colony Group
Massachusetts
$48M -$20.9M -209,822 -30%
PFM
136
Phillips Financial Management
Indiana
$47.8M +$563K +5,650 +1%
LS
137
Liquid Strategies
Georgia
$47.6M +$253K +2,542 +0.5%
CWP
138
Cyndeo Wealth Partners
Florida
$47.4M +$30.2M +302,896 +175%
FBFS
139
First Business Financial Services
Wisconsin
$47.3M +$1.36M +13,661 +3%
AFC
140
Adaptive Financial Consulting
Ohio
$46.9M +$1.16M +11,608 +3%
SOMRS
141
State of Michigan Retirement System
Michigan
$46.6M – – –
FFN
142
Focus Financial Network
Minnesota
$46.4M +$46.4M +465,866 New
TNBTD
143
Trustmark National Bank Trust Department
Mississippi
$46.3M +$8.5M +85,329 +23%
FCH
144
Freestone Capital Holdings
Washington
$45.9M -$1.02M -10,263 -2%
PWA
145
Phoenix Wealth Advisors
North Carolina
$45.6M +$8.72M +87,557 +24%
MIM
146
MetLife Investment Management
New Jersey
$45.6M +$8.64M +86,700 +23%
SB
147
Sunflower Bank
Texas
$44.4M +$43.3M +434,366 +3,861%
CHP
148
Cable Hill Partners
Oregon
$44.4M +$3.13M +31,382 +8%
SPIA
149
Steward Partners Investment Advisory
New York
$43.6M +$3.85M +38,606 +10%
GLLW
150
Graves Light Lenhart Wealth
Virginia
$43.6M +$13.6M +136,314 +45%
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