AGG icon

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 %
GGS
251
Galvin Gaustad & Stein
Arizona
$18.4M 180,727 +6,817 +4%
EGA
252
E&G Advisors
Texas
$18.4M 180,595 -7,123 -4%
VCM
253
Virtue Capital Management
Tennessee
$18.2M 179,431 -162,987 -48%
BSSFA
254
Baron Silver Stevens Financial Advisors
Florida
$18.1M 178,211 +18,478 +12%
OBWG
255
Onyx Bridge Wealth Group
New York
$18.1M 174,822 -2,937 -2%
FPCP
256
Fort Point Capital Partners
California
$18M 177,070 -45,088 -20%
SG
257
StoneX Group
New York
$17.9M 175,821 +158 +0.1%
ACM
258
Agincourt Capital Management
Virginia
$17.8M 175,235 +21,950 +14%
TIA
259
Tiemann Investment Advisors
California
$17.6M 172,937 -552 -0.3%
SFP
260
Strategic Financial Partners
Oregon
$17.4M 170,913 +125,363 +275%
PA
261
Parkside Advisors
California
$17.3M 170,519 -5,630 -3%
SPIA
262
Strategic Point Investment Advisors
Rhode Island
$17.2M 169,520 +2,237 +1%
BA
263
Bristlecone Advisors
Washington
$17.2M 169,293 +166,331 +5,615%
WT
264
Washington Trust
Rhode Island
$17.1M 167,919 -4,311 -3%
BIS
265
BG Investment Services
Guam
$17M 167,647 -1,451 -0.9%
PFS
266
Prospera Financial Services
Texas
$16.9M 166,645 -5,207 -3%
CIBC World Market
267
CIBC World Market
Ontario, Canada
$16.6M 162,839 +21,322 +15%
SGI
268
Summit Global Investments
Utah
$16.5M 162,399 -380,108 -70%
MA
269
Mutual Advisors
Nebraska
$16.5M 161,793 -18,625 -10%
AWA
270
Archvest Wealth Advisors
California
$16.4M 160,996 -1,420 -0.9%
HWIS
271
Hancock Whitney Investment Services
Louisiana
$16.3M 160,499 -5,900 -4%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$16.3M 160,272 +14,271 +10%
VOYA Investment Management
273
VOYA Investment Management
Georgia
$16.2M 158,966 -16,908 -10%
GWM
274
Geneos Wealth Management
Colorado
$15.8M 154,780 +25,127 +19%
PI
275
PFS Investments
Georgia
$15.8M 154,938 -103,855 -40%
9 10
11
12 13