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iShares Core US Aggregate Bond ETF
AGG

1,615 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 146 funds opening new positions, 691 increasing their positions, 625 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,068% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $1.73M

24% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 118

11% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 625

1.5% more ownership

Funds ownership: 83.65% → 85.14% (+1.5%)

1% less funds holding

Funds holding: 1,624 → 1,615 (-9)

3% less funds holding in top 10

Funds holding in top 10: 317 → 307 (-10)

8% less capital invested

Capital invested by funds: $81.8B → $74.9B (-$6.9B)

Holders
1,615
Holders Change
-9
Holders Change %
-0.55%
% of All Funds
25.73%
Holding in Top 10
307
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.15%
% of All Funds
4.89%
New
146
Increased
691
Reduced
625
Closed
118
Calls
$20.2M
Puts
$1.73M
Net Calls
+$18.5M
Net Calls Change
+$58.8M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$639M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$564M
3
US Bancorp
US Bancorp
Minnesota
+$517M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$442M
5
RJA
Raymond James & Associates
Florida
+$413M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$302M
2
USAA
United Services Automobile Association
Texas
-$227M
3
CS
Credit Suisse
Switzerland
-$141M
4
MCM
MKP Capital Management
New York
-$126M
5
BF
BOK Financial
Oklahoma
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1601
Global Wealth Strategies & Associates
Colorado
$5.58K – – –
TAM
1602
Townsend Asset Management
North Carolina
$5.18K -$20.5K -207 -80%
MA
1603
Montag & Associates
Georgia
$4.98K – – –
SWA
1604
Sutton Wealth Advisors
Florida
$4.77K – – –
CMP
1605
Coston McIsaac & Partners
Maine
$4K -$8.3K -84 -65%
FIM
1606
FWL Investment Management
Texas
$3.19K – – –
FRA
1607
Front Row Advisors
California
$3K – – –
OLVIG
1608
Oliver Lagore Vanvalin Investment Group
Michigan
$2.89K +$2.87K +29 New
GIA
1609
Goodwin Investment Advisory
Georgia
$2.79K – – –
GWS
1610
Glassman Wealth Services
Virginia
$2.29K – – –
SWG
1611
Summit Wealth Group
Vermont
$2K +$21M +212,384 New
PWMG
1612
Prestige Wealth Management Group
New Jersey
$1.4K -$77.5K -784 -98%
NECFA
1613
New England Capital Financial Advisors
Connecticut
$1.3K – – –
WWM
1614
Wolff Wiese Magana
California
$997 – – –
GWANC
1615
Guardian Wealth Advisors (North Carolina)
North Carolina
$996 +$988 +10 New
CCP
1616
Clarkston Capital Partners
Michigan
$797 +$791 +8 New
SFCL
1617
Strengthening Families & Communities LLC
Massachusetts
$578 -$14.7K -149 -3%
MIM
1618
Macroview Investment Management
Maryland
$402 – – –
AIA
1619
Armor Investment Advisors
North Carolina
$299 – – –
FGAM
1620
Financial Gravity Asset Management
Texas
$254 +$116K +1,173 +1,209%
IHWM
1621
Iron Horse Wealth Management
Iowa
$241 – – –
AWA
1622
Artemis Wealth Advisors
New York
$173 – – –
AWA
1623
Alaska Wealth Advisors
Alaska
$56 +$99 +1 New
USAA
1624
United Services Automobile Association
Texas
– -$227M -2,340,000 Closed
MCM
1625
MKP Capital Management
New York
– -$126M -1,300,000 Closed
63 64
65
66 67

AGG Hedge Fund Activity: Q1 2023 in Review

1,615 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2023, worth a combined $74.9B — down 8.4% from $81.8B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new AGG positions and 118 closed out — a net gain of 28 holders — while 691 added to existing stakes and 625 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $639M. The largest seller was BlackRock, cutting an estimated $302M.

  • 1,615 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2023, down from 1,624 in Q4 2022.
  • Funds reported $74.9B of iShares Core US Aggregate Bond ETF stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 146 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2023 and 118 closed out, a net change of +28 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $639M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2023 was BlackRock, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2023.