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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 %
AWMG
576
Alliance Wealth Management Group
New Jersey
$3.64M +$465K +4,577 +15%
SAM
577
Stone Asset Management
Texas
$3.64M +$1.84M +18,053 +102%
AW
578
Avion Wealth
Texas
$3.63M -$843K -8,286 -19%
BCM
579
BTC Capital Management
Iowa
$3.62M +$2.5M +24,548 +222%
LG
580
Leuthold Group
Minnesota
$3.61M +$3.61M +35,499 New
OCM
581
One Capital Management
California
$3.55M +$2.85K +28 +0.1%
NW
582
NewEdge Wealth
Pennsylvania
$3.52M -$295K -2,897 -8%
RK
583
Rather & Kittrell
Tennessee
$3.5M -$146K -1,434 -4%
SI
584
Saxon Interests
Texas
$3.48M +$10.6K +104 +0.3%
LSPW
585
Lake Street Private Wealth
Illinois
$3.41M +$10.4K +102 +0.3%
ZCM
586
Ziegler Capital Management
Illinois
$3.4M +$585K +5,755 +21%
BCM
587
Beaumont Capital Management
Massachusetts
$3.4M -$387K -3,807 -10%
P
588
Pitcairn
Pennsylvania
$3.36M -$1.62M -15,932 -33%
FA
589
Fagan Associates
New York
$3.35M -$8.74K -86 -0.3%
FCBT
590
First Citizens Bank & Trust
North Carolina
$3.31M -$10.1K -99 -0.3%
GIA
591
Gladstone Institutional Advisory
Florida
$3.28M -$315K -3,096 -9%
OWM
592
Opes Wealth Management
California
$3.28M +$3.28M +32,237 New
WIC
593
Whitegate Investment Counselors
New Hampshire
$3.27M -$11.6M -113,708 -78%
YAL
594
Your Advocates Ltd
Texas
$3.27M +$2.8M +27,494 +593%
WWM
595
Western Wealth Management
Colorado
$3.26M +$297K +2,921 +10%
AIP
596
Almanack Investment Partners
Pennsylvania
$3.23M +$1.58M +15,503 +95%
SIG
597
Stonegate Investment Group
Alabama
$3.23M +$2.97M +29,200 +1,123%
First Trust Advisors
598
First Trust Advisors
Illinois
$3.23M -$84.5K -831 -3%
WP
599
WealthShield Partners
North Carolina
$3.23M -$676K -6,649 -17%
WHG
600
Westwood Holdings Group
Texas
$3.2M -$16.1K -158 -0.5%
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