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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$461M
2
RJA
Raymond James & Associates
Florida
+$417M
3
Members Trust
Members Trust
Florida
+$244M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$242M
5
Truist Financial
Truist Financial
North Carolina
+$231M

Top Sellers

1
BlackRock
BlackRock
New York
-$438M
2
MFRM
Milliman Financial Risk Management
Illinois
-$347M
3
SOMRS
State of Michigan Retirement System
Michigan
-$296M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Creative Planning
Creative Planning
Kansas
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
426
Capital City Trust
Florida
$7.32M -$477K -4,695 -6%
FAIM
427
Financial Advocates Investment Management
Washington
$7.24M -$941K -9,251 -11%
FA
428
Fermata Advisors
California
$7.09M -$465K -4,572 -6%
SFG
429
Summit Financial Group
West Virginia
$7.03M -$396K -3,890 -5%
TPCW
430
TD Private Client Wealth
New York
$7M -$4.5M -44,263 -39%
BWA
431
BlueSky Wealth Advisors
North Carolina
$6.99M -$4.23M -41,647 -38%
VAS
432
Vestmark Advisory Solutions
Massachusetts
$6.87M +$1.06M +10,405 +18%
JGIA
433
Jackson Grant Investment Advisers
Connecticut
$6.84M -$1.78M -17,463 -21%
KFP
434
KMG Fiduciary Partners
Ohio
$6.65M -$243K -2,387 -4%
HI
435
Hudock Inc
Pennsylvania
$6.58M +$79.9K +786 +1%
OIA
436
OneDigital Investment Advisors
Kansas
$6.55M +$166K +1,632 +3%
BAM
437
Baldrige Asset Management
Pennsylvania
$6.54M +$997K +9,803 +18%
MGIA
438
Moneta Group Investment Advisors
Missouri
$6.53M -$379K -3,725 -5%
MW
439
Marcum Wealth
Ohio
$6.52M +$907K +8,918 +16%
PGWM
440
Parisi Gray Wealth Management
New Jersey
$6.47M -$52.1K -512 -0.8%
FFS
441
Founders Financial Securities
Maryland
$6.46M +$281K +2,766 +5%
WC
442
Weil Company
California
$6.45M +$4.77M +46,875 +283%
FAM
443
Frontier Asset Management
Wyoming
$6.43M -$506K -4,977 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
444
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.38M +$6.38M +62,700 New
SB
445
Simmons Bank
Arkansas
$6.36M -$490K -4,823 -7%
HFS
446
Heritage Financial Services
Massachusetts
$6.35M +$1.43M +14,054 +29%
IWC
447
Integrated Wealth Concepts
Massachusetts
$6.34M -$6.11M -60,122 -49%
MAM
448
Meeder Asset Management
Ohio
$6.33M -$59.5M -584,793 -90%
AWA
449
Aquire Wealth Advisors
Utah
$6.27M +$1.39M +13,678 +29%
ANTB
450
AMG National Trust Bank
Colorado
$6.26M -$56.5K -546 -0.9%
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