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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 %
SCM
701
SCS Capital Management
Massachusetts
$2.12M +$1.23M +12,125 +138%
SC
702
Savant Capital
Illinois
$2.12M -$816K -8,029 -28%
PFP
703
Pinnacle Financial Partners
Tennessee
$2.12M -$58.3K -573 -3%
CCG
704
Cypress Capital Group
Florida
$2.08M -$501K -4,929 -19%
IFAM
705
Institutional & Family Asset Management
Colorado
$2.08M -$14.1K -139 -0.7%
CCA
706
Cobblestone Capital Advisors
New York
$2.07M +$644K +6,340 +45%
AM
707
Atwater Malick
Pennsylvania
$2.07M +$9.46K +93 +0.5%
BF
708
Blankinship & Foster
California
$2.06M +$491K +4,828 +31%
ACA
709
Anchor Capital Advisors
Massachusetts
$2.05M -$6.92K -68 -0.3%
AAM
710
Aureus Asset Management
Massachusetts
$2.03M +$2.03M +20,000 New
CFG
711
CKW Financial Group
Hawaii
$2.03M +$696K +6,800 +52%
GBT
712
Grove Bank & Trust
Florida
$2.03M -$954K -9,383 -32%
GA
713
GFS Advisors
Texas
$2.03M -$131K -1,290 -6%
RJTCONH
714
Raymond James Trust Company of New Hampshire
New Hampshire
$2.02M +$162K +1,596 +9%
TC
715
Titleist Capital
Texas
$2.01M -$1.29M -12,644 -39%
Qube Research & Technologies (QRT)
716
Qube Research & Technologies (QRT)
United Kingdom
$2.01M +$2.01M +19,717 New
KWMG
717
King Wealth Management Group
Florida
$2M -$8.44K -83 -0.4%
FWP
718
FAS Wealth Partners
Kansas
$2M +$882K +8,675 +79%
MSWMA
719
Market Street Wealth Management Advisors
Indiana
$1.99M -$1.39M -13,715 -41%
SPA
720
Sentinel Pension Advisors
Massachusetts
$1.99M +$1.21M +11,850 +154%
LWP
721
Lumature Wealth Partners
Georgia
$1.96M -$3.37M -33,189 -63%
IDA
722
Intelligence Driven Advisers
California
$1.96M -$742K -7,288 -27%
DC
723
Davenport & Co
Virginia
$1.95M -$788K -7,747 -29%
AWM
724
Altium Wealth Management
New York
$1.94M +$1.94M +19,120 New
GW
725
GW & Wade
Massachusetts
$1.94M -$25.2K -248 -1%
27 28
29
30 31