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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 %
SWA
551
Sax Wealth Advisors
New Jersey
$3.9M -$815K -8,010 -17%
CFG
552
Citizens Financial Group
Rhode Island
$3.88M +$2.18M +21,407 +128%
ODIJL
553
One Day In July LLC
Vermont
$3.88M +$1.14M +11,260 +42%
BIP
554
Blueprint Investment Partners
North Carolina
$3.88M +$37.7K +371 +1%
JWS
555
Juncture Wealth Strategies
Arizona
$3.86M -$1.35M -13,276 -26%
BA
556
Ballew Advisors
Mississippi
$3.85M +$108K +1,063 +3%
DG
557
DMC Group
Alabama
$3.83M +$94.7K +929 +3%
PP
558
Prosperity Planning
Missouri
$3.82M – – –
SWRP
559
Summit Wealth & Retirement Planning
California
$3.79M -$199K -1,960 -5%
MA
560
MBA Advisors
Pennsylvania
$3.79M +$452K +4,448 +14%
MCC
561
Money Concepts Capital
Florida
$3.79M -$71.4M -697,829 -95%
CPCM
562
Cornerstone Partners Capital Management
Virginia
$3.78M – – –
CWM
563
Cahill Wealth Management
Michigan
$3.77M -$30K -295 -0.8%
SIA
564
Soltis Investment Advisors
Utah
$3.77M +$14K +138 +0.4%
AAS
565
Ameritas Advisory Services
Nebraska
$3.75M -$98.4K -968 -3%
CWA
566
Canvas Wealth Advisors
Kansas
$3.72M -$977K -9,606 -21%
DWM
567
Dakota Wealth Management
Florida
$3.71M +$136K +1,334 +4%
CWA
568
Clarus Wealth Advisors
Arizona
$3.71M -$39.8K -391 -1%
AMG
569
Asset Management Group
Connecticut
$3.69M -$8.24K -81 -0.2%
OCG
570
Opus Capital Group
Ohio
$3.69M +$201K +1,977 +6%
BG
571
Benedetti & Gucer
Georgia
$3.68M +$3.11M +30,556 +541%
SVWAG
572
Sound View Wealth Advisors Group
Georgia
$3.68M -$139K -1,368 -4%
RWM
573
RKL Wealth Management
Pennsylvania
$3.68M +$1.24M +12,186 +51%
DL
574
DOHJ LLC
Washington
$3.66M -$1.13M -11,087 -24%
KIM
575
Karpus Investment Management
New York
$3.65M -$248K -2,435 -6%
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