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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 %
WWM
626
Western Wealth Management
Colorado
$2.76M -$325K -3,379 -11%
ONB
627
Old National Bancorp
Indiana
$2.76M +$93K +965 +3%
DPI
628
Diversified Portfolios Inc
Michigan
$2.76M +$711K +7,381 +35%
RIA
629
Regal Investment Advisors
Michigan
$2.75M +$199K +2,066 +8%
GAA
630
Global Assets Advisory
Florida
$2.74M +$2.34M +24,631 +586%
DWA
631
Delos Wealth Advisors
Texas
$2.73M +$136K +1,417 +5%
BAM
632
Belpointe Asset Management
Nevada
$2.73M +$290K +3,010 +12%
EP
633
Eudaimonia Partners
Tennessee
$2.72M -$1.67M -17,380 -38%
SAM
634
Simplify Asset Management
Nevada
$2.72M +$1.64M +17,004 +152%
SAM
635
Sompo Asset Management
Japan
$2.69M -$120K -1,246 -4%
SAM
636
Stone Asset Management
Texas
$2.69M -$761K -7,898 -22%
LBC
637
Lowe Brockenbrough & Co
Virginia
$2.68M -$57.6K -598 -2%
FPW
638
Flagship Private Wealth
Massachusetts
$2.67M +$7.61K +79 +0.3%
AIM
639
Acropolis Investment Management
Missouri
$2.64M -$1.09M -11,359 -29%
HFS
640
Heritage Financial Services
Massachusetts
$2.63M -$3.38M -35,121 -56%
MNBTD
641
Moody National Bank Trust Division
Texas
$2.63M – – –
FF
642
FourThought Financial
Florida
$2.62M +$38.5K +400 +1%
BB
643
Busey Bank
Illinois
$2.62M +$119K +1,237 +5%
USCWA
644
U.S. Capital Wealth Advisors
Texas
$2.6M -$15.3K -159 -0.6%
DCM
645
Donaldson Capital Management
Indiana
$2.58M +$289K +3,004 +13%
SEIA
646
Signature Estate & Investment Advisors
California
$2.55M +$1.32M +13,705 +107%
RW
647
Rede Wealth
Virginia
$2.54M +$177K +1,835 +7%
SFP
648
Shepherd Financial Partners
Massachusetts
$2.53M -$6.56M -68,028 -72%
TL
649
Tradewinds LLC
North Carolina
$2.52M -$141K -1,467 -5%
MWM
650
MorganRosel Wealth Management
Colorado
$2.51M +$817K +8,475 +48%
24 25
26
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