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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 %
BWA
501
BlueSky Wealth Advisors
North Carolina
$4.89M -$1.73M -17,961 -26%
ML
502
McAdam LLC
Pennsylvania
$4.87M -$649K -6,737 -12%
MIAN
503
Mariner Independent Advisor Network
Kansas
$4.86M -$763K -7,916 -14%
WCM
504
Wunderlich Capital Managemnt
Tennessee
$4.81M +$94.8K +984 +2%
RCIM
505
Red Cedar Investment Management
Michigan
$4.81M +$13.9K +144 +0.3%
FAIM
506
Financial Advocates Investment Management
Washington
$4.78M -$2.08M -21,620 -30%
CM
507
Columbus Macro
Pennsylvania
$4.78M -$426K -4,426 -8%
ODIJL
508
One Day In July LLC
Vermont
$4.77M +$1.09M +11,332 +30%
CFGF
509
Compass Financial Group (Florida)
Florida
$4.76M +$6.84K +71 +0.1%
PGWM
510
Parisi Gray Wealth Management
New Jersey
$4.73M -$1.4M -14,537 -23%
PCWA
511
Pacific Capital Wealth Advisors
California
$4.73M -$150K -1,561 -3%
ATFA
512
All Terrain Financial Advisors
Minnesota
$4.71M -$154K -1,603 -3%
BA
513
Bellwether Advisors
Nebraska
$4.71M -$640K -6,638 -12%
SFS
514
Sowell Financial Services
Arkansas
$4.61M +$4.61M +47,824 New
UB
515
UMB Bank
Missouri
$4.59M -$271K -2,812 -6%
GWA
516
GGM Wealth Advisors
Maryland
$4.58M +$233K +2,465 +5%
OAM
517
Oppenheimer Asset Management
New York
$4.57M -$183K -1,902 -4%
TFCP
518
Twin Focus Capital Partners
Massachusetts
$4.55M -$96.3K -1,000 -2%
BDF
519
Balasa Dinverno & Foltz
$4.55M +$4.55M +47,222 New
RTC
520
Riverview Trust Company
Washington
$4.51M -$505K -5,244 -10%
FMWA
521
Forvis Mazars Wealth Advisors
Missouri
$4.49M -$3.57M -37,060 -44%
LWAC
522
Laurel Wealth Advisors (California)
California
$4.46M -$192K -1,996 -4%
RHP
523
Royal Harbor Partners
Texas
$4.44M +$4.44M +46,125 New
BBW
524
Blue Barn Wealth
Utah
$4.44M +$141K +1,460 +3%
LGWM
525
Litman Gregory Wealth Management
California
$4.42M -$3.48M -36,092 -44%
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