AGG icon

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 %
WCM
676
Wealthcare Capital Management
Virginia
$2.34M -$7.15M -70,282 -75%
GMA
677
Glassy Mountain Advisors
Maryland
$2.34M -$83.6K -822 -3%
MAM
678
McLean Asset Management
Virginia
$2.3M +$1.19M +11,714 +108%
CW
679
CreativeOne Wealth
Kansas
$2.29M -$1.07M -10,547 -32%
HI
680
Harbour Investments
Wisconsin
$2.29M +$2.29M +22,559 New
SSWM
681
Smith Salley Wealth Management
North Carolina
$2.29M -$920K -9,049 -29%
MSAGDF
682
Moneda SA Administradora General de Fondos
Chile
$2.29M – – –
WMA
683
Wealth Management Associates
New Jersey
$2.29M +$35.9K +353 +2%
GA
684
GoalVest Advisory
New York
$2.29M -$244K -2,380 -10%
SI
685
Stephens Inc
Arkansas
$2.28M -$40.6K -399 -2%
PFG
686
Pacific Financial Group
Washington
$2.27M -$42.1K -414 -2%
LF
687
Lee Financial
Texas
$2.26M -$769K -7,565 -25%
FCMT
688
Founders Capital Management (Texas)
Texas
$2.25M -$91.3K -898 -4%
BP
689
Ballentine Partners
Massachusetts
$2.25M -$18.5K -182 -0.8%
CI
690
CX Institutional
Indiana
$2.22M -$2.47M -24,250 -53%
AIS
691
American Investment Services
Massachusetts
$2.22M +$3.05K +30 +0.1%
LRWA
692
Long Run Wealth Advisors
New York
$2.21M +$22.8K +224 +1%
ACP
693
Aviance Capital Partners
Florida
$2.19M -$121K -1,190 -5%
TWM
694
Tanager Wealth Management
United Kingdom
$2.19M +$928K +9,129 +73%
SW
695
Solidarity Wealth
Utah
$2.19M +$140K +1,341 +7%
HHRDM
696
H&H Retirement Design & Management
Nevada
$2.19M +$2.19M +21,013 New
BFG
697
Barber Financial Group
Kansas
$2.18M -$520K -5,118 -19%
ACA
698
Ackerman Capital Advisors
Texas
$2.17M -$82.6K -812 -4%
DPI
699
Diversified Portfolios Inc
Michigan
$2.16M +$201K +1,978 +10%
CAM
700
Chandler Asset Management
California
$2.13M – – –
26 27
28
29 30