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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 %
FBB
176
Fulton Breakefield Broenniman
Maryland
$35.6M +$486K +4,878 +1%
HCM
177
Howard Capital Management
Georgia
$35.3M +$286K +2,872 +0.8%
FPCP
178
Fort Point Capital Partners
California
$35.2M +$2.1M +21,071 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
179
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.9M +$14.9M +150,000 +75%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$34.6M +$117K +1,171 +0.3%
Lazard Asset Management
181
Lazard Asset Management
New York
$34.3M -$35.4M – –
CWM
182
Calamos Wealth Management
Illinois
$33.9M -$1.52M -15,282 -4%
CWG
183
Cornerstone Wealth Group
North Carolina
$33.7M +$1.16M +11,670 +4%
EPP
184
ETF Portfolio Partners
Kansas
$32.9M +$3.17M +31,778 +11%
CM
185
Cornerstone Management
Georgia
$32.9M +$5.08M +51,032 +18%
LPT
186
Legacy Private Trust
Wisconsin
$32.5M +$2.04M +20,485 +7%
Cerity Partners
187
Cerity Partners
New York
$32.3M -$12.2M -122,063 -27%
PAG
188
Private Advisor Group
New Jersey
$32M -$137K -1,371 -0.4%
PAS
189
Park Avenue Securities
New York
$32M +$1.35M +13,502 +4%
BC
190
Bartlett & Co
Ohio
$31.9M +$220K +2,205 +0.7%
BCWM
191
Bartlett & Co Wealth Management
Ohio
$31.9M +$220K +2,205 +0.7%
GFA
192
Gallagher Fiduciary Advisors
Illinois
$31.8M +$31.8M +319,649 New
EWA
193
EP Wealth Advisors
California
$31.6M -$49M -492,110 -61%
AWS
194
Atria Wealth Solutions
New York
$31.6M +$2.74M +27,549 +10%
BB
195
Bell Bank
North Dakota
$31.3M +$4.72M +47,362 +18%
TWA
196
Tandem Wealth Advisors
Arizona
$31.1M +$5.78K +58 +0%
WA
197
Wilshire Advisors
California
$30.7M +$848K +8,508 +3%
GRP
198
Global Retirement Partners
California
$30.7M -$104K -1,039 -0.3%
STA
199
Summit Trail Advisors
New York
$30.5M +$11.4M +113,936 +59%
NMIMC
200
Northwestern Mutual Investment Management Company
Wisconsin
$30.2M -$1.1M -11,050 -4%
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