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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 %
FRA
1601
Front Row Advisors
California
$3K – – –
OLVIG
1602
Oliver Lagore Vanvalin Investment Group
Michigan
$2.89K +$2.89K +29 New
GIA
1603
Goodwin Investment Advisory
Georgia
$2.79K – – –
GWS
1604
Glassman Wealth Services
Virginia
$2.29K – – –
SWG
1605
Summit Wealth Group
Vermont
$2K +$2K +212,384 New
PWMG
1606
Prestige Wealth Management Group
New Jersey
$1.4K -$78.1K -784 -98%
NECFA
1607
New England Capital Financial Advisors
Connecticut
$1.3K – – –
WWM
1608
Wolff Wiese Magana
California
$997 – – –
GWANC
1609
Guardian Wealth Advisors (North Carolina)
North Carolina
$996 +$996 +10 New
CCP
1610
Clarkston Capital Partners
Michigan
$797 +$797 +8 New
SFCL
1611
Strengthening Families & Communities LLC
Massachusetts
$578 -$15 -149 -3%
MIM
1612
Macroview Investment Management
Maryland
$402 – – –
AIA
1613
Armor Investment Advisors
North Carolina
$299 – – –
FGAM
1614
Financial Gravity Asset Management
Texas
$254 +$235 +1,173 +1,209%
IHWM
1615
Iron Horse Wealth Management
Iowa
$241 – – –
AWA
1616
Artemis Wealth Advisors
New York
$173 – – –
AWA
1617
Alaska Wealth Advisors
Alaska
$56 +$56 +1 New
USAA
1618
United Services Automobile Association
Texas
– -$227M -2,340,000 Closed
MCM
1619
MKP Capital Management
New York
– -$126M -1,300,000 Closed
Citadel Advisors
1620
Citadel Advisors
Florida
– -$89.6M -923,598 Closed
Susquehanna International Group
1621
Susquehanna International Group
Pennsylvania
– -$47.7M -491,718 Closed
RBA
1622
Richard Bernstein Advisors
New York
– -$37.6M -387,739 Closed
HC
1623
Hamilton Capital
Ohio
– -$34.7M -358,170 Closed
OMC
1624
Old Mission Capital
Illinois
– -$32M -329,848 Closed
EC
1625
Estate Counselors
Wisconsin
– -$22.4M -231,220 Closed
63 64
65
66 67