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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 %
GA
201
Greenspring Advisors
Maryland
$30M +$2.46M +24,683 +9%
LI
202
LVZ Inc
Michigan
$29.8M +$1.26M +12,598 +4%
DFC
203
DB Fitzpatrick & Co
Idaho
$29.6M +$5.94M +59,621 +25%
SHWM
204
Smith & Howard Wealth Management
Georgia
$29.6M +$4.71M +47,269 +19%
PL
205
Protective Life
Alabama
$29.4M +$8.02M +80,500 +38%
FHB
206
First Hawaiian Bank
Hawaii
$29.3M -$912K -9,148 -3%
BF
207
BOK Financial
Oklahoma
$29M -$104M -1,045,340 -78%
EIG
208
Ellenbecker Investment Group
Wisconsin
$28.4M -$17.4K -175 -0.1%
LFA
209
Legacy Financial Advisors
Kentucky
$28.3M -$9.07K -91 -0%
KP
210
Keel Point
Alabama
$28.3M +$14.3M +143,123 +102%
BFG
211
Bouchey Financial Group
New York
$28.3M +$1.17M +11,718 +4%
MMA
212
Miracle Mile Advisors
California
$28M -$613K -6,154 -2%
BOH
213
Bank of Hawaii
Hawaii
$27.9M -$441K -4,426 -2%
CFB
214
Cullen/Frost Bankers
Texas
$27.9M -$4.45M -44,695 -14%
PA
215
Parallel Advisors
California
$27.7M +$358K +3,592 +1%
VFPW
216
Vantage Financial Partners (Wisconsin)
Wisconsin
$27.4M +$2.05M +20,615 +8%
SF
217
Synovus Financial
Georgia
$27M +$1.34M +13,455 +5%
ACI
218
Alpha Cubed Investments
California
$27M +$351K +3,519 +1%
BBA
219
BLB&B Advisors
Pennsylvania
$26.9M +$943K +9,466 +4%
ASW
220
Astoria Strategic Wealth
Texas
$26.8M -$87.4K -877 -0.3%
SC
221
Scotia Capital
Ontario, Canada
$26.7M +$1.27M +12,738 +5%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$26.4M -$25.3M -253,886 -49%
JWM
223
Janiczek Wealth Management
Colorado
$26.3M +$13.4M +134,716 +103%
GWM
224
GoalFusion Wealth Management
Texas
$26M +$629K +6,313 +2%
VOYA Investment Management
225
VOYA Investment Management
Georgia
$25.5M -$3.69M -37,046 -13%
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