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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,620 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 599 increasing their positions, 628 reducing their positions, and 110 closing their positions.

Holders
1,620
Holders Change
+137
Holders Change %
+9.24%
% of All Funds
26.14%
Holding in Top 10
316
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+9.34%
% of All Funds
5.1%
New
279
Increased
599
Reduced
628
Closed
110
Calls
$10.8M
Puts
$51.1M
Net Calls
-$40.3M
Net Calls Change
-$83.6M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$12.8B
2
Bank of America
2
Bank of America
North Carolina
$3.88B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.81B
4
BlackRock
4
BlackRock
New York
$4.2B
5
USAA
5
United Services Automobile Association
Texas
$227M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$250M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Charles Schwab
3
Charles Schwab
California
$892M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$255M
5
GM
5
Granger Management
New York
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$475M 4,899,356 +346,555 +8%
Prudential Financial
27
Prudential Financial
New Jersey
$448M 4,622,952 +688,106 +17%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$435M 4,482,492 +151,436 +3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$419M 4,324,514 +763,224 +21%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$417M 4,298,335 -603,635 -12%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$376M 3,873,097 +173,726 +5%
Mariner
32
Mariner
Kansas
$368M 3,789,380 +757,409 +25%
PEGL
33
P/E Global LLC
Massachusetts
$356M 3,669,008 -2,094 -0.1%
Osaic Holdings
34
Osaic Holdings
Arizona
$341M 3,518,482 +313,376 +10%
Members Trust
35
Members Trust
Florida
$319M 3,290,314 -768,785 -19%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$291M 2,915,112 +220,851 +8%
DADC
37
D.A. Davidson & Co
Montana
$263M 2,714,017 +512,601 +23%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$255M 2,634,279 -2,197,895 -45%
Stifel Financial
39
Stifel Financial
Missouri
$250M 2,577,424 -3,753,712 -59%
SWM
40
SigFig Wealth Management
California
$229M 2,348,296 +30,267 +1%
Citigroup
41
Citigroup
New York
$228M 2,350,671 +209,023 +10%
SDIC
42
South Dakota Investment Council
South Dakota
$227M 2,344,500 – –
USAA
43
United Services Automobile Association
Texas
$227M 2,340,000 +2,340,000 New
AAS
44
Avantax Advisory Services
Texas
$224M 2,312,338 +318,080 +16%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$223M 2,297,988 -425,395 -16%
BL
46
Balentine LLC
Georgia
$221M 2,274,875 +126,911 +6%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$214M 2,205,151 +250,549 +13%
GH
48
Geisinger Health
Pennsylvania
$191M 1,967,261 +1,967,261 New
BTI
49
Blue Trust Inc
Georgia
$187M 1,945,471 -66,598 -3%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$178M 1,838,257 -20,700 -1%
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