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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 %
FPW
626
Flagship Private Wealth
Massachusetts
$2.81M -$92K -905 -3%
TL
627
Tradewinds LLC
North Carolina
$2.81M +$2.81M +27,634 New
BS
628
Banco Santander
Spain
$2.81M – – –
AWE
629
Avidian Wealth Enterprises
Texas
$2.81M -$182K -1,789 -6%
MLFP
630
MPS Loria Financial Planners
Illinois
$2.78M -$96.9K -953 -3%
MNBTD
631
Moody National Bank Trust Division
Texas
$2.77M -$3.07M -30,164 -53%
WP
632
WealthSource Partners
California
$2.77M +$875K +8,601 +46%
MAS
633
Madden Advisory Services
Florida
$2.77M -$2.73M -26,809 -50%
USCWA
634
U.S. Capital Wealth Advisors
Texas
$2.76M +$703K +6,911 +34%
CWM
635
C2C Wealth Management
Arizona
$2.74M -$129K -1,270 -5%
NEGWA
636
New England Guild Wealth Advisors
Connecticut
$2.74M -$141K -1,385 -5%
DWA
637
Delos Wealth Advisors
Texas
$2.74M -$31.2K -307 -1%
CCA
638
Checchi Capital Advisers
California
$2.73M +$2.41M +23,117 +737%
FF
639
FourThought Financial
Florida
$2.73M -$32.2K -317 -1%
BSB
640
Bangor Savings Bank
Maine
$2.73M -$87.9K -864 -3%
RIA
641
Regal Investment Advisors
Michigan
$2.69M -$285K -2,807 -10%
ACM
642
Advisors Capital Management
New Jersey
$2.66M +$1.84M +18,120 +225%
KPWG
643
KFA Private Wealth Group
Virginia
$2.66M -$1.46M -14,402 -36%
FZCM
644
Flynn Zito Capital Management
New York
$2.66M +$2.66M +26,141 New
RCAG
645
Rehmann Capital Advisory Group
Michigan
$2.65M -$507K -4,986 -16%
BB
646
Busey Bank
Illinois
$2.64M -$3.15K -31 -0.1%
SB
647
Sunflower Bank
Texas
$2.64M -$5.51M -54,150 -68%
GSIS
648
Global Strategic Investment Solutions
Arizona
$2.63M +$18.5K +182 +0.7%
BAM
649
Belpointe Asset Management
Nevada
$2.57M -$564K -5,545 -18%
WTC
650
WhitTier Trust Company
Nevada
$2.57M -$161K -1,585 -6%
24 25
26
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