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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.

Holders
1,483
Holders Change
-44
Holders Change %
-2.88%
% of All Funds
25.65%
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 Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$465M 4,824,568 -41,317 -0.8%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$439M 4,552,801 +442,679 +11%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$417M 4,331,056 -1,332,752 -24%
Members Trust
29
Members Trust
Florida
$391M 4,059,099 -41,117 -1%
Prudential Financial
30
Prudential Financial
New Jersey
$380M 3,934,846 -1,091,545 -22%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$365M 3,789,668 -320,474 -8%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$356M 3,699,371 +353,310 +11%
PEGL
33
P/E Global LLC
Massachusetts
$354M 3,671,102 +130,798 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$343M 3,561,290 +352,011 +11%
Osaic Holdings
35
Osaic Holdings
Arizona
$309M 3,205,106 -280,613 -8%
Mariner
36
Mariner
Kansas
$292M 3,031,971 +165,395 +6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$262M 2,723,383 +19,825 +0.7%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$258M 2,694,261 +81,469 +3%
Jane Street
39
Jane Street
New York
$253M 2,624,803 -702,115 -21%
SDIC
40
South Dakota Investment Council
South Dakota
$226M 2,344,500 – –
SWM
41
SigFig Wealth Management
California
$225M 2,318,029 +114,505 +5%
DADC
42
D.A. Davidson & Co
Montana
$212M 2,201,416 +31,126 +1%
BL
43
Balentine LLC
Georgia
$207M 2,147,964 -22,078 -1%
Citigroup
44
Citigroup
New York
$206M 2,141,648 +243,945 +13%
BTI
45
Blue Trust Inc
Georgia
$205M 2,012,069 +30,556 +2%
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$202M 2,100,000 +1,600,000 +320%
UCFA
47
United Capital Financial Advisors
Texas
$200M 2,074,884 -8,984,775 -81%
AAS
48
Avantax Advisory Services
Texas
$192M 1,994,258 +34,224 +2%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$188M 1,954,602 +205,498 +12%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$179M 1,858,957 +362,189 +24%
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