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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,483 hedge funds and large institutions have $63.9B invested in iShares Core US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 580 increasing their positions, 633 reducing their positions, and 135 closing their positions.

Holders
1,483
Holders Change
-44
Holders Change %
-2.88%
% of All Funds
25.64%
Holding in Top 10
289
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.12%
% of All Funds
5%
New
116
Increased
580
Reduced
633
Closed
135
Calls
$45.1M
Puts
$1.75M
Net Calls
+$43.3M
Net Calls Change
-$24.5M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
3
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
4
Goldman Sachs
New York
$906M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
226
FDx Advisors
Illinois
$20.1M 208,742 -20,696 -9%
MLFP
227
MPS Loria Financial Planners
Illinois
$20.1M 208,612 +181,234 +662%
SC
228
Scotia Capital
Ontario, Canada
$20M 207,301 -4,711 -2%
TA
229
Tectonic Advisors
Texas
$19.9M 206,981 – –
VFPW
230
Vantage Financial Partners (Wisconsin)
Wisconsin
$19.9M 206,634 +206,634 New
CFB
231
Cullen/Frost Bankers
Texas
$19.9M 206,271 -18,844 -8%
RIG
232
RiverFront Investment Group
Virginia
$19.8M 206,318 -8,915 -4%
CFGS
233
Concourse Financial Group Securities
Alabama
$19.6M 203,942 -12,218 -6%
HWA
234
Heartwood Wealth Advisors
Virginia
$19.4M 200,857 +788 +0.4%
GVAG
235
Great Valley Advisor Group
Delaware
$19.3M 200,103 -8,937 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
236
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.3M 200,000 +137,300 +219%
BFG
237
Berger Financial Group
Minnesota
$19.2M 199,402 +6,711 +3%
CT
238
Cambridge Trust
Massachusetts
$19.2M 198,995 +10,833 +6%
FHC
239
Fort Henry Capital
West Virginia
$19.1M 198,708 +1,426 +0.7%
VWA
240
Visionary Wealth Advisors
Illinois
$19.1M 198,587 -9,240 -4%
RFC
241
Regions Financial Corp
Alabama
$19.1M 198,193 -17,854 -8%
AWM
242
Axxcess Wealth Management
California
$19.1M 197,886 -21,521 -10%
SGI
243
Summit Global Investments
Utah
$18.9M 196,451 +34,052 +21%
PAMS
244
Pictet Asset Management (Switzerland)
Switzerland
$18.8M 194,897 -139,616 -42%
TGAM
245
TBH Global Asset Management
Tennessee
$18.7M 193,588 +53,634 +38%
GGS
246
Galvin Gaustad & Stein
Arizona
$18.6M 193,263 +12,536 +7%
G
247
GenTrust
Florida
$18.4M 190,990 -315,472 -62%
SEM
248
Strategic Equity Management
Arizona
$18.4M 190,488 +190,488 New
AFA
249
Atlas Financial Advisors
California
$18.2M 189,424 -54,585 -22%
FBT
250
First Bank & Trust
South Dakota
$17.9M 186,208 -15 -0%
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10
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