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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 %
FFA
401
First Foundation Advisors
California
$8.35M -$4.34M -45,016 -34%
ECM
402
Exchange Capital Management
Michigan
$8.26M +$38.2K +397 +0.5%
OFG
403
Omega Financial Group
California
$8.24M -$2.18M -22,664 -21%
FPCG
404
Forum Private Client Group
Indiana
$8.23M -$255K -2,644 -3%
JWCA
405
J.W. Cole Advisors
Florida
$8.2M +$370K +3,845 +5%
Natixis Advisors
406
Natixis Advisors
Massachusetts
$8.13M -$651K -6,754 -7%
CWG
407
Cornerstone Wealth Group
North Carolina
$8.06M -$1.54M -15,974 -16%
SGCA
408
Steel Grove Capital Advisors
Tennessee
$8.06M -$3.28M -34,050 -29%
KPWS
409
Kestra Private Wealth Services
Texas
$8.04M +$924K +9,592 +13%
AF
410
Advisornet Financial
Minnesota
$7.84M +$3.38M +35,111 +76%
HTC
411
Haverford Trust Company
Pennsylvania
$7.81M -$1.87M -19,415 -19%
AF
412
Apexium Financial
Texas
$7.75M +$6.84M +70,976 +749%
EEP
413
Edgehill Endowment Partners
Connecticut
$7.73M -$2.31M -23,997 -23%
BC
414
Burleson & Co
California
$7.61M -$580K -6,018 -7%
ANTB
415
AMG National Trust Bank
Colorado
$7.6M +$1.78M +18,457 +31%
PFA
416
Pure Financial Advisors
California
$7.57M +$626K +6,500 +9%
SQA
417
Simon Quick Advisors
New Jersey
$7.48M -$108K -1,117 -1%
CL
418
CPWM LLC
Washington
$7.48M +$2.84M +29,511 +61%
MW
419
Marcum Wealth
Ohio
$7.43M +$1.26M +13,037 +20%
AFP
420
Ausdal Financial Partners
Iowa
$7.39M -$212K -2,196 -3%
WFA
421
Wipfli Financial Advisors
Wisconsin
$7.38M +$2.74M +28,467 +59%
GT
422
Greenleaf Trust
Michigan
$7.35M +$6.78M +70,374 +1,183%
OIA
423
OneDigital Investment Advisors
Kansas
$7.31M +$1.1M +11,443 +18%
TCBWMS
424
Texas Capital Bank Wealth Management Services
Texas
$7.3M +$2.04M +21,192 +39%
AIA
425
Arbor Investment Advisors
North Carolina
$7.22M -$409K -4,248 -5%
15 16
17
18 19