AGG icon

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 %
CSC
1576
Caldwell Sutter Capital
California
$13.9K +$13.9K +139 New
PK
1577
Pflug Koory
Nebraska
$12.7K – – –
MAWCM
1578
Mine & Arao Wealth Creation & Management
California
$12.6K +$10.6K +106 +530%
TH
1579
TCTC Holdings
Texas
$12.3K – – –
TWM
1580
Tradition Wealth Management
Minnesota
$12K +$3.81K +39 +46%
KM
1581
Kalos Management
Georgia
$11.3K – – –
NMG
1582
New Millennium Group
Utah
$11.2K -$21K -211 -65%
AWM
1583
AllSquare Wealth Management
New York
$11.2K – – –
ACM
1584
Antonetti Capital Management
Florida
$10.5K – – –
WWM
1585
Wagner Wealth Management
South Carolina
$10.2K – – –
PFBT
1586
Parkside Financial Bank & Trust
Missouri
$10.1K +$10.1K +101 New
SOW
1587
State of Wyoming
Wyoming
$9.96K – – –
TC
1588
Truvestments Capital
Florida
$9.35K – – –
OIS
1589
Okabena Investment Services
Minnesota
$8.97K +$8.97K +90 New
IRAG
1590
Investment Research & Advisory Group
Georgia
$7.87K – – –
AIP
1591
Ahrens Investment Partners
Louisiana
$7.81K +$7.81K +78 New
HI
1592
Hoey Investments
Pennsylvania
$7.18K – – –
C
1593
Covestor
United Kingdom
$7K +$1.51K +16 +28%
VCM
1594
Versant Capital Management
Arizona
$5.88K – – –
GWSA
1595
Global Wealth Strategies & Associates
Colorado
$5.58K – – –
TAM
1596
Townsend Asset Management
North Carolina
$5.19K -$20.6K -207 -80%
MA
1597
Montag & Associates
Georgia
$4.98K – – –
SWA
1598
Sutton Wealth Advisors
Florida
$4.77K – – –
CMP
1599
Coston McIsaac & Partners
Maine
$4K -$7.47K -84 -65%
FIM
1600
FWL Investment Management
Texas
$3.19K – – –
62 63
64
65 66