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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 %
DP
1651
Denver PWM
Colorado
– -$1.57M -16,152 Closed
CIM
1652
Confluence Investment Management
Missouri
– -$1.37M -14,126 Closed
CF
1653
Clarity Financial
Texas
– -$1.03M -10,602 Closed
FPCG
1654
Fort Pitt Capital Group
Pennsylvania
– -$919K -9,471 Closed
WIM
1655
WealthPlan Investment Management
Nebraska
– -$807K -8,171 Closed
WAOI
1656
Wealth Advisors of Iowa
Iowa
– -$743K -7,664 Closed
RP
1657
Riverwater Partners
Wisconsin
– -$716K -7,382 Closed
Marshall Wace
1658
Marshall Wace
United Kingdom
– -$698K -7,200 Closed
PWM
1659
Pacific Wealth Management
California
– -$633K -6,526 Closed
Bank of Nova Scotia
1660
Bank of Nova Scotia
Ontario, Canada
– -$579K -5,960 Closed
VP
1661
Verum Partners
North Carolina
– -$533K -5,497 Closed
PVH
1662
Psagot Value Holdings
Israel
– -$485K -5,000 Closed
TNA
1663
True North Advisors
Texas
– -$478K -4,932 Closed
MCM
1664
Mattern Capital Management
Colorado
– -$463K -4,770 Closed
VIA
1665
Vident Investment Advisory
Georgia
– -$461K -4,753 Closed
FNBOMD
1666
First National Bank of Mount Dora
Florida
– -$455K -4,694 Closed
TAM
1667
Tocqueville Asset Management
New York
– -$427K -4,400 Closed
OWA
1668
Octavia Wealth Advisors
Ohio
– -$421K -4,343 Closed
JSW
1669
Journey Strategic Wealth
New Jersey
– -$397K -4,089 Closed
SSG
1670
Summit Securities Group
New York
– -$388K -4,000 Closed
AWM
1671
Arista Wealth Management
Nevada
– -$387K -3,993 Closed
WFA
1672
Wade Financial Advisory
California
– -$382K -3,934 Closed
BEAM
1673
Baker Ellis Asset Management
Washington
– -$374K -3,860 Closed
EA
1674
Echo45 Advisors
California
– -$372K -3,838 Closed
PCP
1675
Proficio Capital Partners
Massachusetts
– -$366K -3,769 Closed
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67
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