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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 %
FFP
501
Forbes Financial Planning
Rhode Island
$5.08M +$5.08M +49,875 New
OC
502
Oppenheimer & Co
New York
$5.08M +$1.38M +13,616 +37%
RCIM
503
Red Cedar Investment Management
Michigan
$5.06M +$73.2K +720 +1%
OAM
504
Oppenheimer Asset Management
New York
$5.02M -$27K -266 -0.5%
CFGF
505
Compass Financial Group (Florida)
Florida
$5.01M +$120K +1,176 +2%
CCP
506
Corient Capital Partners
California
$4.97M +$665K +6,541 +15%
WCM
507
Wunderlich Capital Managemnt
Tennessee
$4.97M -$40.7K -400 -0.8%
JHCP
508
Jackson Hole Capital Partners
Oklahoma
$4.97M +$77.9K +766 +2%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$4.93M +$760K +7,473 +18%
LWAC
510
Laurel Wealth Advisors (California)
California
$4.91M -$381K -3,746 -7%
TFCP
511
Twin Focus Capital Partners
Massachusetts
$4.91M +$1.26M +12,351 +34%
WFA
512
Wipfli Financial Advisors
Wisconsin
$4.9M -$13K -128 -0.3%
CL
513
CPWM LLC
Washington
$4.89M -$3.92M -38,525 -44%
PIMG
514
Patriot Investment Management Group
Tennessee
$4.82M +$506K +4,975 +12%
CAM
515
Cresset Asset Management
Illinois
$4.81M +$2.02M +19,838 +72%
OHWP
516
Oak Harbor Wealth Partners
North Carolina
$4.8M +$485K +4,772 +11%
GFG
517
Greystone Financial Group
Michigan
$4.79M -$1.45M -14,297 -23%
BFM
518
Boston Financial Management
Massachusetts
$4.78M +$1.45M +14,299 +44%
WWP
519
Waypoint Wealth Partners
California
$4.75M +$1.38M +13,595 +41%
AF
520
Advisornet Financial
Minnesota
$4.7M +$409K +4,023 +10%
TC
521
Telemus Capital
Michigan
$4.7M +$1.03M +10,120 +28%
ATC
522
Adirondack Trust Company
New York
$4.69M -$270K -2,659 -5%
GAM
523
Gemmer Asset Management
California
$4.69M -$1.28M -12,628 -22%
GWA
524
GGM Wealth Advisors
Maryland
$4.68M +$4.21M +41,360 +897%
MWA
525
Motive Wealth Advisors
Michigan
$4.66M +$724K +7,121 +18%
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