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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 %
Millennium Management
476
Millennium Management
New York
$5.58M -$4.23M -43,924 -43%
LW
477
Linscomb Wealth
Texas
$5.46M -$5.49K -57 -0.1%
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.45M -$13.7M -144,365 -72%
AO
479
Advisor OS
Illinois
$5.42M -$289K -3,003 -5%
FFP
480
Forbes Financial Planning
Rhode Island
$5.33M +$526K +5,456 +11%
PWP
481
Perfromance Wealth Partners
Illinois
$5.31M -$2.51K -26 -0%
AF
482
Arrow Financial
New York
$5.31M +$146K +1,518 +3%
VI
483
Vestcor Inc
New Brunswick, Canada
$5.28M +$96.3K +1,000 +2%
CCT
484
Capital City Trust
Florida
$5.25M -$1.68M -17,478 -24%
PCA
485
Personal Capital Advisors
California
$5.24M -$26.9M -278,763 -84%
CGFA
486
Colton Groome Financial Advisors
North Carolina
$5.23M +$1.4M +14,490 +36%
MCA
487
Magnolia Capital Advisors
Mississippi
$5.23M -$142K -1,472 -3%
IA
488
Integrity Advisory
Kansas
$5.21M +$58.3K +605 +1%
CAMG
489
CWA Asset Management Group
Florida
$5.15M +$757K +7,863 +17%
RBA
490
Richard Bernstein Advisors
New York
$5.15M +$1,000K +10,375 +24%
MC
491
Minot Capital
Colorado
$5.12M – – –
FHA
492
Flagship Harbor Advisors
Massachusetts
$5.1M -$802K -8,320 -14%
FCBT
493
First Citizens Bank & Trust
North Carolina
$5.1M +$1.97M +20,416 +63%
GSWM
494
Greenup Street Wealth Management
Michigan
$5.09M +$876K +9,091 +21%
Luther King Capital Management (LKCM)
495
Luther King Capital Management (LKCM)
Texas
$5.08M -$5.22M – –
OHWP
496
Oak Harbor Wealth Partners
North Carolina
$5.03M +$483K +5,018 +11%
HKIM
497
Hayek Kallen Investment Management
Alabama
$4.99M -$639K -6,632 -11%
SXL
498
Summit X LLC
Missouri
$4.91M -$2.09M -21,696 -30%
GAM
499
Gemmer Asset Management
California
$4.91M +$467K +4,852 +11%
NRI
500
NFP Retirement Inc
California
$4.9M +$4.1M +42,579 +515%
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