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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 %
LSAG
601
Lake Street Advisors Group
New Hampshire
$2.99M +$6.36K +66 +0.2%
HCM
602
Hollencrest Capital Management
California
$2.98M -$38.8K -403 -1%
CF
603
Copperwynd Financial
Arizona
$2.98M -$862K -8,945 -22%
APWM
604
Atlas Private Wealth Management
New York
$2.97M +$190K +1,973 +7%
BFG
605
Baron Financial Group
New Jersey
$2.97M -$2.19M -22,705 -42%
FA
606
Flagstar Advisors
New York
$2.96M +$69.4K +720 +2%
OCG
607
Opus Capital Group
Ohio
$2.95M -$543K -5,635 -16%
First Trust Advisors
608
First Trust Advisors
Illinois
$2.94M -$117K -1,219 -4%
WIC
609
Whitegate Investment Counselors
New Hampshire
$2.94M -$154K -1,599 -5%
BCM
610
Beaumont Capital Management
Massachusetts
$2.93M -$294K -3,047 -9%
AIA
611
Alera Investment Advisors
Illinois
$2.89M +$1.48M +15,331 +105%
HSA
612
HBK Sorce Advisory
Pennsylvania
$2.88M +$84.8K +880 +3%
WHG
613
Westwood Holdings Group
Texas
$2.88M -$151K -1,566 -5%
BMD
614
Better Money Decisions
New Mexico
$2.88M +$120K +1,245 +4%
CANC
615
Culbertson A N & Co
Virginia
$2.87M -$112K -1,165 -4%
SI
616
Saxon Interests
Texas
$2.86M -$453K -4,689 -14%
EIA
617
Eldridge Investment Advisors
New Hampshire
$2.84M -$2.77M -28,747 -49%
GWM
618
Grand Wealth Management
Michigan
$2.84M +$1.5M +15,590 +112%
LBIM
619
Land & Buildings Investment Management
Connecticut
$2.83M +$2.83M +29,400 New
KBFS
620
Kohmann Bosshard Financial Services
Ohio
$2.83M +$27.4K +284 +1%
CS
621
Comerica Securities
Michigan
$2.82M -$23.2K -241 -0.8%
ZCM
622
Ziegler Capital Management
Illinois
$2.8M -$422K -4,384 -13%
AWE
623
Avidian Wealth Enterprises
Texas
$2.79M +$126K +1,312 +5%
LFAS
624
Level Four Advisory Services
Texas
$2.77M -$211K -2,191 -7%
BFIC
625
Bedell Frazier Investment Counselling
California
$2.76M -$23.6K -245 -0.8%
23 24
25
26 27