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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.64B
2
RJA
2
Raymond James & Associates
Florida
$4.11B
3
Members Trust
3
Members Trust
Florida
$417M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$576M
5
Truist Financial
5
Truist Financial
North Carolina
$495M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.68B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$1.22B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$47.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$558M
5
Creative Planning
5
Creative Planning
Kansas
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
SC
226
Scotia Capital
Ontario, Canada
$21.6M 212,012 +144,851 +216%
SPIA
227
Steward Partners Investment Advisory
New York
$21.3M 209,791 +3,313 +2%
GVAG
228
Great Valley Advisor Group
Delaware
$21.3M 209,040 +26,467 +14%
VWA
229
Visionary Wealth Advisors
Illinois
$21.1M 207,827 -84,029 -29%
TA
230
Tectonic Advisors
Texas
$21M 206,981 -1,922 -0.9%
EH
231
Equitable Holdings
New York
$20.9M 205,871 +1,182 +0.6%
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
$20.6M 202,651 +10,516 +5%
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.5M 201,648 +187,461 +1,321%
HWA
234
Heartwood Wealth Advisors
Virginia
$20.3M 200,069 +200,069 New
FHC
235
Fort Henry Capital
West Virginia
$20.1M 197,282 +4,883 +3%
SWM
236
Shakespeare Wealth Management
Wisconsin
$19.9M 197,077 -22,982 -10%
BWM
237
Boyd Wealth Management
California
$19.9M 195,886 +37,704 +24%
AWS
238
Atria Wealth Solutions
New York
$19.9M 195,865 -29,407 -13%
SHGA
239
Sand Hill Global Advisors
California
$19.6M 193,137 -9,042 -4%
BFG
240
Berger Financial Group
Minnesota
$19.6M 192,691 +186,428 +2,977%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$19.5M 191,878 -39,008 -17%
WANY
242
Wealthspire Advisors (New York)
New York
$19.5M 191,854 -80,470 -30%
SMM
243
Stadion Money Management
Georgia
$19.5M 191,461 -4,550 -2%
CT
244
Cambridge Trust
Massachusetts
$19.1M 188,162 -24,665 -12%
FBT
245
First Bank & Trust
South Dakota
$18.9M 186,223 +19,865 +12%
RPG
246
Resource Planning Group
Georgia
$18.7M 184,271 -88,305 -32%
RC
247
Roundview Capital
New Jersey
$18.7M 183,620 +94,149 +105%
FEG
248
Fund Evaluation Group
Ohio
$18.5M 181,563 -106,117 -37%
IAN
249
Integrated Advisors Network
Texas
$18.4M 181,420 +44,307 +32%
AG
250
Ascent Group
Virginia
$18.4M 176,891 +28,631 +19%
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