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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,620 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 599 increasing their positions, 628 reducing their positions, and 110 closing their positions.

Holders
1,620
Holders Change
+137
Holders Change %
+9.24%
% of All Funds
26.14%
Holding in Top 10
316
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+9.34%
% of All Funds
5.1%
New
279
Increased
599
Reduced
628
Closed
110
Calls
$10.8M
Puts
$51.1M
Net Calls
-$40.3M
Net Calls Change
-$83.6M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$12.8B
2
Bank of America
2
Bank of America
North Carolina
$3.88B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.81B
4
BlackRock
4
BlackRock
New York
$4.2B
5
USAA
5
United Services Automobile Association
Texas
$227M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$250M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Charles Schwab
3
Charles Schwab
California
$892M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$255M
5
GM
5
Granger Management
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
251
Estate Counselors
Wisconsin
$22.4M +$1.36M +14,010 +6%
TC
252
Trust Company
Kansas
$22.3M +$22M +227,304 +7,582%
VA
253
Valmark Advisers
Ohio
$22.1M -$943K -9,725 -4%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$22.1M +$9.08M +93,580 +70%
MTC
255
Matrix Trust Company
Colorado
$22M +$1.7M +17,547 +8%
VWM
256
Vigilare Wealth Management
Arizona
$21.9M +$21.9M +225,835 New
HBT
257
Heartland Bank & Trust
Illinois
$21.8M +$21.8M +224,656 New
TCM
258
Towercrest Capital Management
Pennsylvania
$21.7M -$2.38M -24,557 -10%
TCPWM
259
Traverso Chambers Private Wealth Management
California
$21.7M +$10.9M +111,886 +100%
CBT
260
Central Bank & Trust
Kentucky
$21.6M +$10.1M +103,986 +88%
GM
261
Granger Management
New York
$21.6M -$147M -1,518,659 -87%
CB
262
Commerce Bank
Missouri
$21.1M +$10.1M +104,548 +93%
EBT
263
Enterprise Bank & Trust
Massachusetts
$20.9M -$543K -5,597 -3%
FWI
264
Facet Wealth Inc
Maryland
$20.9M +$10.4M +105,742 +99%
PL
265
Protective Life
Alabama
$20.8M – – –
BFG
266
Berger Financial Group
Minnesota
$20.7M +$1.34M +13,836 +7%
BWM
267
BerganKDV Wealth Management
Minnesota
$20.6M -$1.47M -15,126 -7%
IAN
268
Integrated Advisors Network
Texas
$20.3M -$902K -9,303 -4%
RIG
269
RiverFront Investment Group
Virginia
$20.2M +$4.39M +57,475 +28%
CA
270
CoreCap Advisors
Michigan
$20M -$3.99M -41,165 -17%
TA
271
Tectonic Advisors
Texas
$20M -$102K -1,050 -0.5%
FA
272
Fermata Advisors
California
$19.9M +$13M +134,432 +190%
CFGS
273
Concourse Financial Group Securities
Alabama
$19.7M -$122K -1,255 -0.6%
FA
274
FDx Advisors
Illinois
$19.5M -$761K -7,844 -4%
FHC
275
Fort Henry Capital
West Virginia
$19.4M +$143K +1,475 +0.7%
9 10
11
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