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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 %
BWM
151
Baystate Wealth Management
Massachusetts
$43.6M +$5.86M +58,856 +16%
MGB
152
Mass General Brigham
Massachusetts
$42.9M -$12.2M -122,426 -22%
AWM
153
AE Wealth Management
Kansas
$42.7M +$17.1M +171,528 +67%
AIP
154
Ameritas Investment Partners
Nebraska
$42.7M -$1.27M -12,712 -3%
PP
155
PDS Planning
Ohio
$42.5M +$3.52M +35,348 +9%
MWP
156
Meridian Wealth Partners
Pennsylvania
$42.4M +$1.29M +12,938 +3%
FHA
157
First Horizon Advisors
Tennessee
$41.5M -$5.08M -51,021 -11%
TCM
158
TD Capital Management
Tennessee
$41.1M +$319K +3,204 +0.8%
ANB
159
Amarillo National Bank
Texas
$40.3M +$4.88M +48,927 +14%
WB
160
WesBanco Bank
West Virginia
$40.3M +$3.51M +35,196 +10%
HFS
161
Hantz Financial Services
Michigan
$40M +$823K +8,257 +2%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$40M +$5.15M +51,721 +15%
RJT
163
Raymond James Trust
Florida
$39.8M +$4.15M +41,649 +12%
EGWAG
164
Elwood & Goetz Wealth Advisory Group
Georgia
$39.8M +$12.7M +127,162 +47%
EEP
165
Edgehill Endowment Partners
Connecticut
$39M +$30.9M +309,964 +383%
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$38.7M +$25M +250,607 +182%
SEM
167
Strategic Equity Management
Arizona
$38.2M +$38.2M +383,627 New
BC
168
Bricktown Capital
Michigan
$37.8M – – –
BBVA
169
Banco Bilbao Vizcaya Argentaria
Spain
$37.6M -$9.22M -92,664 -20%
FMI
170
Factory Mutual Insurance
Massachusetts
$37.1M +$37.1M +371,900 New
TPWA
171
TRUE Private Wealth Advisors
Oregon
$36.3M +$1.01M +10,098 +3%
Boston Partners
172
Boston Partners
Massachusetts
$36.1M -$35.3M – –
SWM
173
Spire Wealth Management
Virginia
$35.9M +$6M +60,201 +20%
VC
174
Vicus Capital
Pennsylvania
$35.8M -$8.48M -85,137 -19%
MWM
175
MTC Wealth Management
Florida
$35.7M +$8.22M +82,487 +30%
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