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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 %
BA
476
Bellwether Advisors
Nebraska
$5.64M -$421K -4,137 -7%
PWP
477
Perfromance Wealth Partners
Illinois
$5.6M -$118K -1,161 -2%
LMIM
478
Lockheed Martin Investment Management
Maryland
$5.59M – – –
TCBWMS
479
Texas Capital Bank Wealth Management Services
Texas
$5.55M +$618K +6,074 +13%
NCM
480
New Capital Management
Texas
$5.49M +$478K +4,702 +10%
CM
481
Columbus Macro
Pennsylvania
$5.49M -$2.89M -28,422 -34%
VI
482
Vestcor Inc
New Brunswick, Canada
$5.47M – – –
AF
483
Arrow Financial
New York
$5.45M -$5.44M -53,493 -50%
BFG
484
Baron Financial Group
New Jersey
$5.44M +$52.4K +515 +1%
IA
485
Integrity Advisory
Kansas
$5.44M +$309K +3,041 +6%
MCM
486
Maryland Capital Management
Maryland
$5.42M +$422K +4,146 +8%
CWM
487
Calamos Wealth Management
Illinois
$5.37M +$15.5K +152 +0.3%
MC
488
Minot Capital
Colorado
$5.35M – – –
BFPW
489
BOK Financial Private Wealth
Colorado
$5.35M +$4.12M +40,493 +334%
RSWM
490
Robertson Stephens Wealth Management
California
$5.34M +$1.64M +16,146 +44%
RFO
491
RiverGlades Family Offices
Florida
$5.3M +$333K +3,277 +7%
RTC
492
Riverview Trust Company
Washington
$5.3M -$6.81M -66,951 -56%
AA
493
Alesco Advisors
New York
$5.27M -$637K -6,269 -11%
FNBOO
494
First National Bank of Omaha
Nebraska
$5.26M -$365K -3,585 -6%
Luther King Capital Management (LKCM)
495
Luther King Capital Management (LKCM)
Texas
$5.22M -$5.32M – –
SHIM
496
Stone House Investment Management
Pennsylvania
$5.21M +$4.84M +47,605 +1,327%
PCWA
497
Pacific Capital Wealth Advisors
California
$5.15M -$12.3K -121 -0.2%
ATFA
498
All Terrain Financial Advisors
Minnesota
$5.14M -$332K -3,265 -6%
UB
499
UMB Bank
Missouri
$5.13M +$2.42M +23,805 +89%
MWM
500
Modera Wealth Management
New Jersey
$5.13M -$665K -6,542 -11%
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