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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 %
KLCM
551
KG&L Capital Management
Louisiana
$3.74M +$35.5K +369 +1%
SWA
552
Sax Wealth Advisors
New Jersey
$3.72M +$21.8K +226 +0.6%
GDP
553
Great Diamond Partners
Maine
$3.72M +$3.72M +38,562 New
DG
554
DMC Group
Alabama
$3.7M +$62.3K +643 +2%
JWS
555
Juncture Wealth Strategies
Arizona
$3.69M +$25.5K +265 +0.7%
ATC
556
Adirondack Trust Company
New York
$3.63M -$816K -8,474 -18%
PA
557
PFG Advisors
Arizona
$3.63M +$3.63M +37,666 New
AAS
558
Ameritas Advisory Services
Nebraska
$3.61M +$59.6K +619 +2%
RWM
559
RKL Wealth Management
Pennsylvania
$3.61M +$121K +1,253 +3%
BFA
560
Bluestem Financial Advisors
Illinois
$3.58M +$755K +7,832 +27%
AWMG
561
Alliance Wealth Management Group
New Jersey
$3.56M +$113K +1,169 +3%
SIA
562
Soltis Investment Advisors
Utah
$3.54M -$32.5K -337 -0.9%
BA
563
Ballew Advisors
Mississippi
$3.53M -$66.4K -696 -2%
SWRP
564
Summit Wealth & Retirement Planning
California
$3.52M -$72.4K -752 -2%
PP
565
Prosperity Planning
Missouri
$3.52M +$312K +3,240 +10%
AMG
566
Asset Management Group
Connecticut
$3.51M +$18K +187 +0.5%
ATPW
567
Ashton Thomas Private Wealth
Arizona
$3.5M -$1.17M -12,094 -25%
CWM
568
Cahill Wealth Management
Michigan
$3.5M -$77.6K -805 -2%
NEGWA
569
New England Guild Wealth Advisors
Connecticut
$3.49M +$894K +9,277 +34%
LWM
570
Ledge Wealth Management
Minnesota
$3.46M +$3.46M +35,930 New
SFA
571
Source Financial Advisors
New York
$3.45M -$321K -3,333 -9%
IDA
572
Intelligence Driven Advisers
California
$3.45M +$1.6M +16,635 +87%
SAG
573
Spotlight Asset Group
Illinois
$3.44M +$3.44M +36,647 New
LG
574
Leuthold Group
Minnesota
$3.42M – – –
AIP
575
Almanack Investment Partners
Pennsylvania
$3.42M +$355K +3,690 +12%
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