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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 %
CA
451
Cetera Advisors
Colorado
$6.29M -$3.08M -31,964 -33%
BWS
452
Buck Wealth Strategies
Colorado
$6.26M +$6.26M +66,618 New
AWA
453
Aquire Wealth Advisors
Utah
$6.25M +$317K +3,289 +5%
HI
454
Hudock Inc
Pennsylvania
$6.25M +$11.4K +118 +0.2%
SB
455
Simmons Bank
Arkansas
$6.22M +$200K +2,074 +3%
EW
456
Enzi Wealth
Texas
$6.21M +$6.21M +64,364 New
TPCW
457
TD Private Client Wealth
New York
$6.07M -$553K -5,744 -8%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$6.04M +$325K +3,371 +6%
RSWM
459
Robertson Stephens Wealth Management
California
$6M +$945K +9,810 +19%
JHCP
460
Jackson Hole Capital Partners
Oklahoma
$6M +$1.28M +13,324 +27%
MWA
461
Motive Wealth Advisors
Michigan
$5.98M +$1.56M +16,164 +35%
CBC
462
Coombe, Bender & Co
New York
$5.97M +$73.5K +763 +1%
CW
463
Connectus Wealth
Ohio
$5.97M +$117K +1,214 +2%
NCM
464
New Capital Management
Texas
$5.97M +$763K +7,924 +15%
SIA
465
Sovereign Investment Advisors
Arizona
$5.93M +$34K +353 +0.6%
TFF
466
The Family Firm
Maryland
$5.93M +$20.6K +214 +0.3%
RIM
467
Redwood Investment Management
Arizona
$5.89M -$578 -6 -0%
RWG
468
Regal Wealth Group
California
$5.77M -$3.09M -32,797 -35%
BFPW
469
BOK Financial Private Wealth
Colorado
$5.76M +$686K +7,117 +14%
HCA
470
Heck Capital Advisors
Wisconsin
$5.74M +$77.7K +806 +1%
EFG
471
Erickson Financial Group
Pennsylvania
$5.68M -$41.2K -428 -0.7%
FNBOO
472
First National Bank of Omaha
Nebraska
$5.65M +$671K +6,970 +13%
FCT
473
Family Capital Trust
Massachusetts
$5.64M -$26.1K -271 -0.5%
PT
474
Plimoth Trust
Massachusetts
$5.63M -$266K -2,763 -5%
CFG
475
Citizens Financial Group
Rhode Island
$5.59M +$1.91M +19,856 +52%
17 18
19
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