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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 %
HBT
1626
Heartland Bank & Trust
Illinois
– -$21.8M -224,656 Closed
GM
1627
Granger Management
New York
– -$21.6M -222,658 Closed
ACG
1628
Allen Capital Group
Nebraska
– -$15.5M -159,982 Closed
SFS
1629
Sowell Financial Services
Arkansas
– -$11.5M -118,330 Closed
Parallax Volatility Advisers
1630
Parallax Volatility Advisers
California
– -$9.1M -93,817 Closed
CIM
1631
CIM Investment Management
Pennsylvania
– -$7.97M -82,145 Closed
Loomis, Sayles & Company
1632
Loomis, Sayles & Company
Massachusetts
– -$7.64M -78,808 Closed
WAMC
1633
Western Asset Management Company
California
– -$6.09M -62,827 Closed
CWAG
1634
Compton Wealth Advisory Group
Virginia
– -$5.71M -58,880 Closed
GC
1635
Gratus Capital
Georgia
– -$5.43M -55,972 Closed
LGWM
1636
Litman Gregory Wealth Management
California
– -$5.31M -54,764 Closed
CIA
1637
Compass Ion Advisors
Pennsylvania
– -$4.78M -49,291 Closed
OFG
1638
OTA Financial Group
New York
– -$4.47M -46,069 Closed
OWM
1639
Opes Wealth Management
California
– -$2.76M -28,485 Closed
BCP
1640
Blackhawk Capital Partners
Wisconsin
– -$2.74M -28,254 Closed
SG
1641
StoneX Group
New York
– -$2.68M -27,590 Closed
GMA
1642
Glassy Mountain Advisors
Maryland
– -$2.59M -26,706 Closed
Millennium Management
1643
Millennium Management
New York
– -$2.39M -24,619 Closed
HHRDM
1644
H&H Retirement Design & Management
Nevada
– -$2.25M -22,544 Closed
ACA
1645
Ackerman Capital Advisors
Texas
– -$2.07M -21,384 Closed
NCG
1646
Newport Capital Group
New Jersey
– -$2.04M -21,004 Closed
Koshinski Asset Management
1647
Koshinski Asset Management
Illinois
– -$1.84M -18,932 Closed
CPWA
1648
Cerro Pacific Wealth Advisors
California
– -$1.74M -17,972 Closed
TPW
1649
TL Private Wealth
Texas
– -$1.66M -16,728 Closed
RWM
1650
Reston Wealth Management
Virginia
– -$1.57M -16,168 Closed
64 65
66
67 68