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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 %
TFF
451
The Family Firm
Maryland
$6.23M -$610 -6 -0%
FHA
452
Flagship Harbor Advisors
Massachusetts
$6.23M -$13.2K -130 -0.2%
CBC
453
Coombe, Bender & Co
New York
$6.23M +$6.23M +61,246 New
SIA
454
Sovereign Investment Advisors
Arizona
$6.23M +$31.5K +310 +0.5%
PT
455
Plimoth Trust
Massachusetts
$6.22M -$394K -3,870 -6%
RIM
456
Redwood Investment Management
Arizona
$6.22M -$41.4K -407 -0.7%
CW
457
Connectus Wealth
Ohio
$6.18M +$1.33M +13,032 +27%
FTUS
458
Flow Traders U.S.
New York
$6.06M +$6.06M +59,587 New
EFG
459
Erickson Financial Group
Pennsylvania
$6.04M -$19.2K -189 -0.3%
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$6.03M +$604K +5,944 +11%
AO
461
Advisor OS
Illinois
$6.02M +$4.36M +42,922 +263%
GRP
462
Global Retirement Partners
California
$5.98M -$65.1K -640 -1%
IC
463
Iconiq Capital
California
$5.98M +$5.98M +58,798 New
FCT
464
Family Capital Trust
Massachusetts
$5.98M -$5.59K -55 -0.1%
HCA
465
Heck Capital Advisors
Wisconsin
$5.97M -$20.1M -197,468 -77%
HKIM
466
Hayek Kallen Investment Management
Alabama
$5.94M -$646K -6,351 -10%
MIAN
467
Mariner Independent Advisor Network
Kansas
$5.94M -$5.83M -57,352 -50%
EIA
468
Eldridge Investment Advisors
New Hampshire
$5.92M -$2.17M -21,389 -27%
SA
469
Shilanski & Associates
Alaska
$5.9M +$344K +3,385 +6%
ML
470
McAdam LLC
Pennsylvania
$5.82M +$676K +6,646 +13%
AT
471
American Trust
Kentucky
$5.82M +$1.2M +11,792 +26%
LW
472
Linscomb Wealth
Texas
$5.76M +$35.9K +353 +0.6%
Comerica Bank
473
Comerica Bank
Texas
$5.75M -$1.13M -11,072 -16%
OPS
474
Orion Portfolio Solutions
Nebraska
$5.71M -$2.38M -23,396 -29%
MCA
475
Magnolia Capital Advisors
Mississippi
$5.66M -$101K -994 -2%
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