AGG icon

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 %
HWMA
326
Heritage Wealth Management (Arizona)
Arizona
$11.5M +$655K +6,796 +6%
IWM
327
IHT Wealth Management
Illinois
$11.4M +$1.21M +12,603 +12%
CBT
328
Central Bank & Trust
Kentucky
$11.4M -$1.5M -15,614 -12%
ACA
329
Affinity Capital Advisors
California
$11.4M +$1.26M +13,124 +12%
AL
330
Aspiriant LLC
California
$11.3M +$1.15M +11,905 +11%
OPS
331
Orion Portfolio Solutions
Nebraska
$11.2M +$5.84M +60,573 +108%
WT
332
Whittier Trust
California
$11.2M -$377K -3,916 -3%
TWA
333
TCI Wealth Advisors
Arizona
$11.2M +$38.5K +400 +0.3%
JWM
334
Janiczek Wealth Management
Colorado
$11.1M +$406K +4,255 +4%
WB
335
Webster Bank
Connecticut
$11.1M -$2.09M -21,660 -16%
GC
336
Gould Capital
Washington
$11M -$47.7K -495 -0.4%
GCA
337
Greenwood Capital Associates
South Carolina
$11M +$168K +1,746 +2%
CB
338
Commerce Bank
Missouri
$10.9M +$17.2K +179 +0.2%
ACS
339
Archford Capital Strategies
Illinois
$10.8M +$228K +2,363 +2%
AT
340
American Trust
Kentucky
$10.8M +$5.28M +54,826 +96%
CAM
341
Caprin Asset Management
Virginia
$10.8M -$495K -5,136 -4%
PFM
342
Peak Financial Management
Massachusetts
$10.8M -$303K -3,148 -3%
TCPWM
343
Traverso Chambers Private Wealth Management
California
$10.7M -$9.95M -103,260 -48%
9WM
344
9258 Wealth Management
Ohio
$10.7M +$1.88M +19,545 +21%
HFS
345
HBC Financial Services
Washington
$10.5M +$12.9K +134 +0.1%
MPPLM
346
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.5M -$27.5K -285 -0.3%
SIGI
347
Susquehanna International Group (Ireland)
Ireland
$10.4M +$10.4M +108,079 New
MPW
348
MGO Private Wealth
California
$10.4M +$10.4M +107,765 New
NW
349
Naviter Wealth
Arkansas
$10.4M +$10.4M +107,483 New
Daiwa Securities Group
350
Daiwa Securities Group
Japan
$10.3M -$511K -5,300 -5%
12 13
14
15 16