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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 %
RC
301
RegentAtlantic Capital
New Jersey
$12.9M +$498K +5,170 +4%
FAT
302
First American Trust
California
$12.9M -$1.13M -11,693 -8%
TOTSC
303
Trustees of the Smith College
Massachusetts
$12.7M -$28M -290,349 -69%
IFA
304
Interactive Financial Advisors
Illinois
$12.7M -$211K -2,189 -2%
CAG
305
Crestwood Advisors Group
Massachusetts
$12.6M -$380K -3,941 -3%
CH
306
Canton Hathaway
Rhode Island
$12.6M – – –
Manulife (Manufacturers Life Insurance)
307
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M +$85.2K +884 +0.7%
AWM
308
Abound Wealth Management
Tennessee
$12.6M +$675K +7,008 +6%
F
309
F3Logic
Minnesota
$12.5M -$1.01M -10,526 -7%
PCM
310
Presidio Capital Management
California
$12.4M +$551K +5,721 +5%
BWCS
311
Beirne Wealth Consulting Services
Connecticut
$12.3M +$70.2K +729 +0.6%
IWP
312
Innova Wealth Partners
Pennsylvania
$12.3M -$489K -5,077 -4%
KP
313
Keel Point
Alabama
$12.2M -$44.8K -465 -0.4%
ISWM
314
Independent Solutions Wealth Management
New York
$12.2M -$353K -3,664 -3%
NC
315
NewSquare Capital
Pennsylvania
$12.2M -$243K -2,520 -2%
EIP
316
Easterly Investment Partners
Massachusetts
$12.2M – – –
GC
317
Grimes & Company
Massachusetts
$12.2M +$70.1K +728 +0.6%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$12.1M -$1.74M -18,097 -13%
FA
319
FC Advisory
Pennsylvania
$12.1M -$645K -6,696 -5%
AA
320
Ancora Advisors
Ohio
$12M +$172K +1,782 +1%
BWAM
321
Boyd Watterson Asset Management
Ohio
$12M +$578 +6 +0%
GAG
322
GM Advisory Group
New York
$11.9M -$935K -9,704 -7%
BC
323
Bowman & Company
Wisconsin
$11.8M +$1.27M +13,161 +12%
BA
324
Ballast Advisors
Minnesota
$11.8M +$88.1K +915 +0.8%
KCM
325
Karp Capital Management
California
$11.6M +$2.18M +22,623 +23%
11 12
13
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