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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 %
PO
676
Private Ocean
California
$2.22M -$527K -5,475 -19%
SL
677
Sentinus LLC
Illinois
$2.22M +$2.22M +22,805 New
CWS
678
Cypress Wealth Services
California
$2.2M +$397K +4,147 +22%
TA
679
TrueWealth Advisors
Alabama
$2.18M -$669K -6,943 -24%
P
680
Pitcairn
Pennsylvania
$2.17M -$1.01M -10,486 -32%
MSAGDF
681
Moneda SA Administradora General de Fondos
Chile
$2.17M – – –
SC
682
Savant Capital
Illinois
$2.17M +$163K +1,687 +8%
RJTCONH
683
Raymond James Trust Company of New Hampshire
New Hampshire
$2.16M +$246K +2,556 +13%
CPCM
684
Cornerstone Partners Capital Management
Virginia
$2.16M -$1.43M -14,820 -40%
MSA
685
Mason Street Advisors
Wisconsin
$2.15M -$6.13M -63,600 -74%
SF
686
Summit Financial
New Jersey
$2.15M -$81.5K -846 -4%
TFA
687
Transamerica Financial Advisors
Florida
$2.14M -$128K -1,330 -6%
WCM
688
Windham Capital Management
Massachusetts
$2.14M -$110M -1,143,635 -98%
CAG
689
Csenge Advisory Group
Florida
$2.13M -$279K -2,894 -12%
PA
690
Procyon Advisors
Connecticut
$2.13M +$1.02M +10,556 +91%
MWM
691
Meridian Wealth Management
Kentucky
$2.13M -$120K -1,250 -5%
FTUS
692
Flow Traders U.S.
New York
$2.12M -$3.62M -37,571 -63%
FCMT
693
Founders Capital Management (Texas)
Texas
$2.12M -$10.5K -109 -0.5%
WCM
694
Wealthcare Capital Management
Virginia
$2.11M -$110K -1,141 -5%
AM
695
Atwater Malick
Pennsylvania
$2.11M +$150K +1,558 +8%
OAM
696
Occidental Asset Management
California
$2.1M +$369K +3,832 +21%
TC
697
Telemus Capital
Michigan
$2.08M -$2.38M -24,658 -53%
ACP
698
Aviance Capital Partners
Florida
$2.08M -$289 -3 -0%
ACA
699
Ackerman Capital Advisors
Texas
$2.06M – – –
PTC
700
Private Trust Company
Ohio
$2.06M +$324K +3,361 +19%
26 27
28
29 30