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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 %
MTIC
1476
Missouri Trust & Investment Company
Missouri
$110K -$12.9K -129 -10%
WC
1477
Westwind Capital
New Mexico
$108K -$176K -1,762 -62%
FPB
1478
First PREMIER Bank
South Dakota
$105K – – –
FPFS
1479
First Personal Financial Services
North Carolina
$101K – – –
TLA
1480
Tanglewood Legacy Advisors
Texas
$101K +$100 +1 +0.1%
MFC
1481
Mechanics Financial Corp
Ohio
$99.6K – – –
FCMT
1482
Founders Capital Management (Texas)
Texas
$98K -$662K -6,615 -87%
NRC
1483
New Republic Capital
North Carolina
$95.8K -$2.85M -28,635 -97%
CA
1484
Centerpoint Advisors
Massachusetts
$92K -$13.4K -135 -13%
RCM
1485
Raleigh Capital Management
North Carolina
$91.5K +$90.8K +911 +13,014%
CCA
1486
Column Capital Advisors
Indiana
$89.4K – – –
PAIM
1487
Punch & Associates Investment Management
Minnesota
$88.2K -$4.26M -42,715 -98%
PA
1488
PSI Advisors
Florida
$87.9K +$4.98K +50 +6%
AIM
1489
Anchor Investment Management
South Carolina
$87.5K -$5.08K -51 -5%
GFL
1490
Granite FO LLC
New Hampshire
$84.1K +$1K +10 +1%
CT
1491
Clearstead Trust
Maine
$82.9K – – –
WWP
1492
WR Wealth Planners
Missouri
$80.8K +$80.8K +811 New
CP
1493
Castleview Partners
Texas
$80.2K -$100 -1 -0.1%
PCMC
1494
Private Capital Management (Colorado)
Colorado
$77.8K +$77.8K +781 New
VC
1495
Vestor Capital
Illinois
$76K +$13.8K +139 +22%
PPWM
1496
PFG Private Wealth Management
Florida
$75.1K +$15.4K +155 +26%
EDRH
1497
Edmond de Rothschild Holding
Switzerland
$74.7K – – –
RAM
1498
Riggs Asset Management
Pennsylvania
$74.1K +$60.1K +603 +428%
MCM
1499
MV Capital Management
Maryland
$74K +$74K +743 New
RWPA
1500
Richard W. Paul & Associates
Michigan
$71K +$598 +6 +0.8%
58 59
60
61 62