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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
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
Goldman Sachs
New York
$906M
5
Morgan Stanley
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
526
V Wealth Advisors
Kansas
$4.41M +$1.57M +16,280 +55%
MCM
527
Maryland Capital Management
Maryland
$4.32M -$806K -8,371 -16%
DWM
528
Dakota Wealth Management
Florida
$4.3M +$787K +8,167 +22%
EWA
529
Exencial Wealth Advisors
Oklahoma
$4.17M -$6.46K -67 -0.2%
NCG
530
Newport Capital Group
New Jersey
$4.17M +$1.76M +17,704 +73%
SSW
531
Smith Shellnut Wilson
Mississippi
$4.15M -$4.44M -43,664 Closed
AA
532
Alesco Advisors
New York
$4.14M -$855K -8,873 -17%
1SB
533
1ST Source Bank
Indiana
$4.12M -$9.92K -103 -0.2%
SC
534
Stephens Consulting
Michigan
$4.08M +$3.72M +38,635 +1,047%
SS
535
Simplicity Solutions
Minnesota
$4.07M -$3.42M -35,488 -46%
SAM
536
Silverhawk Asset Management
Arizona
$4M -$350K -3,628 -8%
GBI
537
GP Brinson Investments
Illinois
$4M +$4M +41,500 New
NW
538
NewEdge Wealth
Pennsylvania
$3.98M +$646K +6,707 +19%
HWA
539
Hillcrest Wealth Advisors
New Jersey
$3.98M – – –
WC
540
Weil Company
California
$3.97M -$2.14M -22,256 -35%
SIAM
541
Sterling Investment Advisors (Missouri)
Missouri
$3.96M +$169K +1,759 +4%
AAP
542
Arax Advisory Partners
Colorado
$3.96M +$3.11M +32,256 +366%
ST
543
Smithfield Trust
Pennsylvania
$3.91M +$3.58M +37,191 +1,089%
MWM
544
Mission Wealth Management
California
$3.9M -$443K -4,599 -10%
FAM
545
Frontier Asset Management
Wyoming
$3.9M -$2.2M -22,812 -36%
CCA
546
Cobblestone Capital Advisors
New York
$3.88M +$1.92M +19,951 +98%
TT
547
TI-Trust
Illinois
$3.82M -$63.2K -656 -2%
BRWA
548
B. Riley Wealth Advisors
Florida
$3.77M +$813K +8,440 +27%
DL
549
DOHJ LLC
Washington
$3.75M +$277K +2,876 +8%
FFS
550
Founders Financial Securities
Maryland
$3.74M -$2.38M -24,725 -39%
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