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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 %
YAL
576
Your Advocates Ltd
Texas
$3.4M +$304K +3,160 +10%
OC
577
Oppenheimer & Co
New York
$3.37M -$1.44M -14,954 -30%
SVWAG
578
Sound View Wealth Advisors Group
Georgia
$3.36M -$129K -1,340 -4%
MCC
579
Money Concepts Capital
Florida
$3.32M -$251K -2,601 -7%
AAS
580
Annex Advisory Services
Wisconsin
$3.29M -$3.9M -40,442 -54%
FNBT
581
FineMark National Bank & Trust
Florida
$3.29M -$560K -5,816 -15%
ZF
582
Zhang Financial
Michigan
$3.26M +$1.71M +17,775 +111%
RPWA
583
Regent Peak Wealth Advisors
Georgia
$3.21M -$534K -5,546 -14%
AW
584
Avion Wealth
Texas
$3.2M -$235K -2,441 -7%
OCM
585
One Capital Management
California
$3.2M -$160K -1,660 -5%
RK
586
Rather & Kittrell
Tennessee
$3.2M -$115K -1,192 -3%
BF
587
Blankinship & Foster
California
$3.18M +$1.22M +12,695 +63%
SIG
588
Stonegate Investment Group
Alabama
$3.17M +$101K +1,050 +3%
GIA
589
Gladstone Institutional Advisory
Florida
$3.15M +$43.2K +448 +1%
FA
590
Fagan Associates
New York
$3.14M -$33.4K -347 -1%
FA
591
Fiducient Advisors
Illinois
$3.11M +$876K +9,091 +39%
MWM
592
Mascoma Wealth Management
New Hampshire
$3.08M +$340K +3,528 +12%
BPC
593
Banque Pictet & Cie
Switzerland
$3.06M -$4.33M -44,900 -59%
WP
594
WealthShield Partners
North Carolina
$3.06M +$1.35K +14 +0%
NI
595
NYL Investors
New York
$3.03M +$67.4K +700 +2%
BSWA
596
Bromfield Sneider Wealth Advisors
Massachusetts
$3.02M +$1.94M +20,123 +179%
SG
597
StoneX Group
New York
$3.01M -$13.9M -144,567 -82%
LSPW
598
Lake Street Private Wealth
Illinois
$3.01M -$221K -2,293 -7%
BWG
599
Beta Wealth Group
California
$3M +$619K +6,429 +26%
MWM
600
Modera Wealth Management
New Jersey
$3M -$1.86M -19,323 -38%
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