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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.

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
1
Wells Fargo
California
$5.64B
2
RJA
2
Raymond James & Associates
Florida
$4.11B
3
Members Trust
3
Members Trust
Florida
$417M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$576M
5
Truist Financial
5
Truist Financial
North Carolina
$495M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.68B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$1.22B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$47.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$558M
5
Creative Planning
5
Creative Planning
Kansas
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$509M 5,026,391 +1,181,817 +31%
Truist Financial
27
Truist Financial
North Carolina
$495M 4,865,885 +2,267,966 +87%
LPL Financial
28
LPL Financial
California
$482M 4,743,675 +210,357 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$418M 4,110,142 +632,816 +18%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$418M 4,110,122 -619,013 -13%
Members Trust
31
Members Trust
Florida
$417M 4,100,216 +2,404,052 +142%
PEGL
32
P/E Global LLC
Massachusetts
$360M 3,540,304 +952,969 +37%
Osaic Holdings
33
Osaic Holdings
Arizona
$355M 3,485,719 -772,500 -18%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$340M 3,346,061 -120,935 -3%
Jane Street
35
Jane Street
New York
$338M 3,326,918 +2,156,923 +184%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$326M 3,209,279 -536,035 -14%
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
$317M 3,115,600 -1,471,600 -32%
Mariner
38
Mariner
Kansas
$281M 2,866,576 +359,345 +14%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$275M 2,703,558 -208,404 -7%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$265M 2,612,792 +212,281 +9%
SDIC
41
South Dakota Investment Council
South Dakota
$238M 2,344,500 – –
SWM
42
SigFig Wealth Management
California
$225M 2,203,524 +38,968 +2%
DADC
43
D.A. Davidson & Co
Montana
$221M 2,170,290 +5,952 +0.3%
BL
44
Balentine LLC
Georgia
$221M 2,170,042 +123,510 +6%
BTI
45
Blue Trust Inc
Georgia
$212M 1,981,513 +1,981,513 New
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$209M 2,051,624 +97,609 +5%
AAS
47
Avantax Advisory Services
Texas
$199M 1,960,034 +173,084 +10%
AssetMark Inc
48
AssetMark Inc
California
$196M 1,925,336 +50,189 +3%
Citigroup
49
Citigroup
New York
$193M 1,897,703 +591,353 +45%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$191M 1,878,200 -7,500 -0.4%
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