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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 %
EBA
1526
Eagle Bay Advisors
New York
$47.4K -$2.49M -25,014 -98%
TCWA
1527
Ten Capital Wealth Advisors
Washington
$47.1K +$45.8K +460 +3,538%
GGI
1528
Godsey & Gibb Inc
Virginia
$46.1K – – –
BHWM
1529
Beaird Harris Wealth Management
Texas
$42.3K +$1.69K +17 +4%
CYG
1530
Clean Yield Group
Vermont
$40.5K – – –
AAMA
1531
Advanced Asset Management Advisors
Ohio
$40.1K – – –
NA
1532
Nordwand Advisors
Pennsylvania
$37.6K +$37.6K +377 New
AWM
1533
Activest Wealth Management
Florida
$37.4K +$37.4K +376 New
GWSG
1534
GPS Wealth Strategies Group
Colorado
$37.2K +$37.2K +373 New
FMTCOCP
1535
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K – – –
GFPC
1536
Global Financial Private Client
Florida
$36.6K -$27.1K -271 -42%
SFSG
1537
Sound Financial Strategies Group
Mississippi
$36.2K +$5.78K +58 +19%
BWP
1538
Baldwin Wealth Partners
Massachusetts
$32.4K -$7.17K -72 -18%
TIM
1539
Tortoise Investment Management
New York
$31.6K – – –
CLOS
1540
Compagnie Lombard Odier SCmA
Switzerland
$31.6K – – –
JAM
1541
JCIC Asset Management
Ontario, Canada
$31.4K -$94.7K -950 -75%
SA
1542
SRH Advisors
Kansas
$31K – – –
RBC
1543
Roble Belko & Company
Pennsylvania
$29K +$202 +2 +0.7%
KHC
1544
Koesten Hirschmann & Crabtree
Kansas
$28.3K +$10.5K +105 +59%
CWC
1545
Carolinas Wealth Consulting
North Carolina
$25.9K -$5.18K -52 -17%
HWP
1546
Highline Wealth Partners
California
$25.5K – – –
BCPWM
1547
Bradley & Co Private Wealth Management
Florida
$25.3K -$4.78K -48 -16%
ADL
1548
Asset Dedication LLC
California
$25K – – –
MRC
1549
Millburn Ridgefield Corp
New York
$23.8K -$10.4K -104 -30%
RCM
1550
Rain Capital Management
Oregon
$23.6K +$199 +2 +0.9%
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62
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