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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 %
DAS
276
Dynamic Advisor Solutions
Arizona
$15.7M 154,210 +42,510 +38%
S
277
Surevest
California
$15.6M 153,357 +5,738 +4%
FCIM
278
Fairview Capital Investment Management
California
$15.6M 153,064 -14,961 -9%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$15.6M 153,045 -1,001,432 -87%
G
280
Gainplan
Michigan
$15.5M 152,779 +6,012 +4%
DI
281
Diligent Investors
California
$15.4M 151,541 -12,728 -8%
ASN
282
Advisory Services Network
Georgia
$15.1M 148,851 +45,699 +44%
SFG
283
Snider Financial Group
Washington
$15.1M 148,694 +10,049 +7%
CWM
284
Chesapeake Wealth Management
Virginia
$15M 147,983 -17,484 -11%
ACP
285
Aveo Capital Partners
Colorado
$15M 147,874 -22,561 -13%
JPG
286
Jordan Park Group
California
$15M 147,862 -7,340 -5%
CIP
287
Capital Insight Partners
Arizona
$15M 147,638 +25,361 +21%
VCM
288
Verger Capital Management
North Carolina
$14.9M 146,375 +743 +0.5%
FAT
289
First American Trust
California
$14.8M 145,511 -5,111 -3%
FPAS
290
Focus Partners Advisor Solutions
Missouri
$14.7M 144,201 +27,400 +23%
WSTAM
291
Wilbanks Smith & Thomas Asset Management
Virginia
$14.6M 143,792 -5,392 -4%
LFS
292
Legacy Financial Strategies
Kansas
$14.5M 142,367 +1,846 +1%
PA
293
Parallel Advisors
California
$14.3M 141,014 +29,461 +26%
F
294
F3Logic
Minnesota
$14.3M 140,743 -263,428 -65%
TGAM
295
TBH Global Asset Management
Tennessee
$14.2M 139,954 +139,954 New
FSC
296
Full Sail Capital
Oklahoma
$14.1M 138,767 +151 +0.1%
STA
297
Summit Trail Advisors
New York
$14.1M 138,680 +47,507 +52%
WB
298
Webster Bank
Connecticut
$13.9M 137,008 -34,687 -20%
FLPIM
299
F.L. Putnam Investment Management
Massachusetts
$13.8M 135,846 -11,173 -8%
CAG
300
Crestwood Advisors Group
Massachusetts
$13.8M 135,226 -100,753 -43%
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