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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 %
RFN
1701
Redwood Financial Network
Ohio
– -$220K -2,269 Closed
JCM
1702
Janney Capital Management
Pennsylvania
– -$217K -2,240 Closed
FIM
1703
Fernwood Investment Management
Massachusetts
– -$216K -2,226 Closed
CSPAM
1704
Cary Street Partners Asset Management
Virginia
– -$216K -2,225 Closed
BIG
1705
Builder Investment Group
Georgia
– -$211K -2,179 Closed
SCM
1706
Spreng Capital Management
Ohio
– -$209K -2,155 Closed
CAM
1707
Crestone Asset Management
Colorado
– -$208K -2,148 Closed
BFM
1708
Broadview Financial Management
Wisconsin
– -$207K -2,130 Closed
WCFA
1709
Walkner Condon Financial Advisors
Wisconsin
– -$205K -2,113 Closed
SFP
1710
Sweet Financial Partners
Minnesota
– -$203K -2,088 Closed
MSCM
1711
McElhenny Sheffield Capital Management
Texas
– -$174K -1,796 Closed
LC
1712
Lindbrook Capital
California
– -$151K -1,557 Closed
FWA
1713
Freedom Wealth Alliance
Wisconsin
– -$126K -1,302 Closed
WAG
1714
Windsor Advisory Group
Ohio
– -$126K -1,297 Closed
TF
1715
TimeScale Financial
Massachusetts
– -$107K -1,110 Closed
LS
1716
Leelyn Smith
Illinois
– -$98.3K -1,014 Closed
KOMWMG
1717
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$89K -920 Closed
LWP
1718
Laurel Wealth Planning
Minnesota
– -$81K -835 Closed
AIM
1719
Arcadia Investment Management
Michigan
– -$55.3K -570 Closed
TWD
1720
True Wealth Design
Ohio
– -$42.6K -439 Closed
First Manhattan
1721
First Manhattan
New York
– -$36.4K -375 Closed
EE
1722
EWG Elevate
California
– -$35.8K -369 Closed
3IP
1723
3Chopt Investment Partners
Virginia
– -$31.7K -327 Closed
CPFP
1724
Clear Perspectives Financial Planning
Ohio
– -$28.3K -292 Closed
VF
1725
VitalStone Financial
Texas
– -$26K -288 Closed
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