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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 %
HCM
601
Hollencrest Capital Management
California
$3.19M -$1.1M -10,784 -26%
LFAS
602
Level Four Advisory Services
Texas
$3.15M -$162K -1,594 -5%
CANC
603
Culbertson A N & Co
Virginia
$3.15M -$126K -1,243 -4%
LSAG
604
Lake Street Advisors Group
New Hampshire
$3.15M -$113K -1,108 -3%
BRWA
605
B. Riley Wealth Advisors
Florida
$3.12M -$31.5K -310 -1%
NI
606
NYL Investors
New York
$3.12M -$30.5K -300 -1%
WFAG
607
Wescott Financial Advisory Group
Pennsylvania
$3.1M +$752K +7,393 +32%
GCL
608
Gouws Capital LLC
North Carolina
$3.07M -$625K -6,145 -17%
FA
609
Flagstar Advisors
New York
$3.05M -$1.27M -12,472 -29%
CCM
610
Crabel Capital Management
California
$3.02M -$2.87M -28,249 -49%
VWA
611
V Wealth Advisors
Kansas
$3M -$1.7M -16,677 -36%
TA
612
TrueWealth Advisors
Alabama
$3M -$655K -6,437 -18%
CS
613
Comerica Securities
Michigan
$3M +$229K +2,248 +8%
BFA
614
Bluestem Financial Advisors
Illinois
$2.98M +$456K +4,481 +18%
SAM
615
Sompo Asset Management
Japan
$2.97M -$4.71M -46,366 -61%
KBFS
616
Kohmann Bosshard Financial Services
Ohio
$2.96M -$354K -3,479 -11%
HSA
617
HBK Sorce Advisory
Pennsylvania
$2.95M +$900K +8,851 +44%
BFIC
618
Bedell Frazier Investment Counselling
California
$2.94M +$107K +1,051 +4%
APWM
619
Atlas Private Wealth Management
New York
$2.94M +$163K +1,601 +6%
CCM
620
Coldstream Capital Management
Washington
$2.91M -$1.19M -11,676 -29%
BMD
621
Better Money Decisions
New Mexico
$2.91M -$131K -1,289 -4%
PO
622
Private Ocean
California
$2.9M +$2.38M +23,452 +459%
MWM
623
Mascoma Wealth Management
New Hampshire
$2.89M -$67.9K -668 -2%
LBC
624
Lowe Brockenbrough & Co
Virginia
$2.89M -$3.59M -35,269 -55%
ONB
625
Old National Bancorp
Indiana
$2.82M -$103K -1,012 -4%
23 24
25
26 27