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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 %
VWM
1501
Valley Wealth Managers
New Jersey
$70.7K +$40.9K +410 +137%
SSB
1502
Sandy Spring Bank
Maryland
$67.8K – – –
CBT
1503
CoreFirst Bank & Trust
Kansas
$66.7K +$66.7K +669 New
HWM
1504
HighMark Wealth Management
Minnesota
$66.4K +$29.5K +296 +80%
KFS
1505
Kelly Financial Services
Massachusetts
$65.1K +$14.3K +144 +28%
PP
1506
Pacifica Partners
Canada
$64.3K +$46.3K +463 +257%
TAM
1507
Tucker Asset Management
Colorado
$62.7K -$53.9K -541 -46%
LFASL
1508
Lugano Financial Advisors SA (LFA)
Switzerland
$61.8K – – –
RG
1509
Retirement Group
California
$61K -$126K -1,268 -67%
HIIFS
1510
Harel Insurance Investments & Financial Services
Israel
$60K – – –
CCP
1511
Carmel Capital Partners
California
$60K +$60K +602 New
BCMIO
1512
Beacon Capital Management Inc (Ohio)
Ohio
$58.6K +$58.6K +588 New
SIC
1513
Salem Investment Counselors
North Carolina
$57.8K +$697 +7 +1%
CNBTD
1514
Citizens National Bank Trust Department
Mississippi
$57.3K – – –
CWM
1515
CarsonAllaria Wealth Management
Illinois
$55.5K +$299 +3 +0.5%
NFSG
1516
Newbridge Financial Services Group
Florida
$53.6K -$1.89K -19 -3%
HCA
1517
Heck Capital Advisors
Wisconsin
$51.8K +$1.2K +12 +2%
BONH
1518
Bank of New Hampshire
New Hampshire
$51.4K – – –
CIA
1519
Choate Investment Advisors
Massachusetts
$51K -$88.6K -889 -63%
BBHC
1520
Brown Brothers Harriman & Co
New York
$50.3K – – –
UFF
1521
USA Financial Formulas
Michigan
$50K +$50K +502 New
CB
1522
Community Bank
New York
$48.8K – – –
TSA
1523
Tri-Star Advisors
Texas
$48.2K -$38.2M -383,210 -100%
WAM
1524
Worth Asset Management
Texas
$47.8K +$47.5K +477 +15,900%
PAI
1525
Pittenger & Anderson Inc
Nebraska
$47.5K -$111K -1,115 -70%
59 60
61
62 63