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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 %
LCM
1676
Leisure Capital Management
California
– -$358K -3,688 Closed
PFC
1677
Phocas Financial Corp
California
– -$351K -3,623 Closed
FWA
1678
FSC Wealth Advisors
New York
– -$350K -3,613 Closed
TAM
1679
Todd Asset Management
Kentucky
– -$338K -3,480 Closed
CFA
1680
Compass Financial Advisors
Indiana
– -$332K -3,418 Closed
TFA
1681
Tranquilli Financial Advisor
New Jersey
– -$329K -3,393 Closed
BFG
1682
Bleakley Financial Group
New Jersey
– -$317K -3,265 Closed
DLHL
1683
Donald L. Hagan LLC
Florida
– -$315K -3,248 Closed
IAA
1684
Independent Advisor Alliance
North Carolina
– -$314K -3,235 Closed
DTL
1685
Dynamic Technology Lab
Singapore
– -$314K -3,230 Closed
CWA
1686
Clarity Wealth Advisors
California
– -$309K -3,191 Closed
IC
1687
Innealta Capital
Texas
– -$294K -3,035 Closed
TVAMP
1688
Tennessee Valley Asset Management Partners
Tennessee
– -$277K -2,861 Closed
AFS
1689
AFG Fiduciary Services
Massachusetts
– -$267K -2,750 Closed
RWA
1690
River Wealth Advisors
Pennsylvania
– -$263K -2,711 Closed
AC
1691
Anson Capital
Georgia
– -$262K -2,706 Closed
HWM
1692
Howard Wealth Management
Connecticut
– -$254K -2,615 Closed
WHCI
1693
W.H. Cornerstone Investments
Massachusetts
– -$260K -2,605 Closed
TI
1694
Trexquant Investment
Connecticut
– -$251K -2,587 Closed
LFA
1695
LGT Financial Advisors
Texas
– -$249K -2,563 Closed
OWA
1696
Opal Wealth Advisors
New York
– -$228K -2,353 Closed
PWMAG
1697
Pinnacle Wealth Management Advisory Group
New Jersey
– -$228K -2,349 Closed
WOSD
1698
WFA of San Diego
California
– -$225K -2,322 Closed
PJSIMP
1699
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$223K -2,304 Closed
1IA
1700
1834 Investment Advisors
Wisconsin
– -$220K -2,272 Closed
66 67
68
69 70