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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PFS
276
Prospera Financial Services
Texas
$15.1M -$931K -9,665 -6%
VOYA Investment Management
277
VOYA Investment Management
Georgia
$15.1M -$252K -2,613 -2%
STA
278
Summit Trail Advisors
New York
$14.9M +$1.52M +15,801 +11%
Deutsche Bank
279
Deutsche Bank
Germany
$14.8M -$15.5M -161,285 -51%
LFS
280
Legacy Financial Strategies
Kansas
$14.7M +$1M +10,407 +7%
CIBC World Market
281
CIBC World Market
Ontario, Canada
$14.5M -$1.17M -12,112 -7%
S
282
Surevest
California
$14.5M -$272K -2,826 -2%
FCIM
283
Fairview Capital Investment Management
California
$14.3M -$458K -4,752 -3%
CIP
284
Capital Insight Partners
Arizona
$14.3M +$55.6K +577 +0.4%
FSC
285
Full Sail Capital
Oklahoma
$14.2M +$834K +8,655 +6%
DI
286
Diligent Investors
California
$14.2M -$398K -4,128 -3%
SA
287
Sunesis Advisors
Kansas
$14.1M +$2.64M +27,389 +23%
ACP
288
Aveo Capital Partners
Colorado
$14M -$286K -2,969 -2%
TJHA
289
Thomas J. Herzfeld Advisors
Florida
$13.8M +$13.8M +143,372 New
AWM
290
Aprio Wealth Management
Georgia
$13.8M +$13.2M +137,089 +2,208%
CWM
291
Chesapeake Wealth Management
Virginia
$13.8M -$478K -4,965 -3%
SWP
292
Stratos Wealth Partners
Ohio
$13.7M +$3.79M +39,365 +38%
DAS
293
Dynamic Advisor Solutions
Arizona
$13.6M -$1.27M -13,198 -9%
G
294
Gainplan
Michigan
$13.5M -$1.2M -12,419 -8%
MM
295
Main Management
California
$13.5M +$9.13M +94,813 +210%
NYLIM
296
New York Life Investment Management
New York
$13.4M +$1.01M +10,466 +8%
CPW
297
Crestmont Private Wealth
Texas
$13.3M +$13.3M +138,552 New
XF
298
XML Financial
Maryland
$13.2M +$11.8M +122,757 +846%
RPG
299
Resource Planning Group
Georgia
$13.1M -$4.61M -47,886 -26%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$12.9M -$5.56M -57,738 -30%
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