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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 %
CTA
351
Chesley Taft & Associates
Illinois
$10.3M +$251K +2,605 +2%
SFP
352
Strategic Financial Partners
Oregon
$10.3M -$6.19M -64,239 -38%
AWAP
353
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$10.2M +$90.8K +942 +0.9%
FTA
354
Financial & Tax Architects
Missouri
$10.2M -$604K -6,273 -6%
MWPCG
355
Measured Wealth Private Client Group
New Hampshire
$10.1M +$10.1M +105,297 New
APA
356
American Portfolios Advisors
New York
$10.1M -$524K -5,442 -5%
FWI
357
Facet Wealth Inc
Maryland
$10M -$343K -3,652 -3%
PS
358
Portfolio Solutions
Michigan
$10M +$2.62M +27,170 +35%
OBWP
359
O'Brien Wealth Partners
Massachusetts
$10M +$741K +7,689 +8%
TFO
360
Tarbox Family Office
California
$10M -$61.4K -604 -0.6%
SI
361
Stephens Inc
Arkansas
$9.96M +$7.8M +80,950 +360%
LNC
362
Lincoln National Corp
Pennsylvania
$9.94M +$391K +4,061 +4%
QCG
363
Quadrant Capital Group
Ohio
$9.91M +$1.3M +13,455 +15%
CAM
364
Cresset Asset Management
Illinois
$9.8M +$5.24M +54,366 +115%
CSIA
365
Charles Schwab Investment Advisory
California
$9.77M +$9.04M +93,859 +1,238%
APP
366
Avantax Planning Partners
Iowa
$9.73M +$690K +7,159 +8%
DT
367
Diversified Trust
Tennessee
$9.69M -$528K -5,477 -5%
AWA
368
Arete Wealth Advisors
Illinois
$9.54M +$587K +6,091 +7%
SFS
369
Security Financial Services
Indiana
$9.53M +$656K +6,810 +7%
AI
370
Accredited Investors
Minnesota
$9.53M -$1.39M -14,385 -13%
AFS
371
Amtrust Financial Services
New York
$9.5M – – –
Northern Trust
372
Northern Trust
Illinois
$9.45M +$363K +376,682 +4%
FLPIM
373
F.L. Putnam Investment Management
Massachusetts
$9.43M -$3.66M -37,994 -28%
ECG
374
Edge Capital Group
Georgia
$9.42M +$802K +8,320 +9%
SYBT
375
Stock Yards Bank & Trust
Kentucky
$9.39M -$1.33M -13,763 -12%
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15
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