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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
+$590M
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$490M
3
Bank of America
Bank of America
North Carolina
+$459M
4
Goldman Sachs
Goldman Sachs
New York
+$377M
5
Morgan Stanley
Morgan Stanley
New York
+$345M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$866M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$695M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
5
IG
ING Group
Netherlands
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRWA
701
Long Run Wealth Advisors
New York
$2.05M -$48.9K -508 -2%
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M +$436K +4,522 +27%
FWP
703
Falcon Wealth Planning
California
$2.04M +$1.79M +18,541 +710%
TC
704
Titleist Capital
Texas
$2.03M +$122K +1,271 +6%
CAM
705
Chandler Asset Management
California
$2.01M – – –
BP
706
Ballentine Partners
Massachusetts
$2.01M -$122K -1,264 -6%
HI
707
Hendershot Investments
Virginia
$2M -$230K -2,385 -10%
BBA
708
Braun-Bostich & Associates
Pennsylvania
$1.98M +$288K +2,992 +17%
HHRDM
709
H&H Retirement Design & Management
Nevada
$1.97M -$19.5K -206 -1%
SB
710
Sunflower Bank
Texas
$1.96M -$540K -5,602 -22%
GA
711
GoalVest Advisory
New York
$1.96M -$191K -1,986 -9%
PFG
712
Pacific Financial Group
Washington
$1.94M -$210K -2,181 -10%
SCP
713
Syntal Capital Partners
Texas
$1.94M +$1.72M +17,898 +815%
GBT
714
Grove Bank & Trust
Florida
$1.93M +$5.97K +62 +0.3%
FH
715
FWG Holdings
Florida
$1.92M +$895K +9,290 +87%
CGA
716
Crescent Grove Advisors
Illinois
$1.9M -$377K -3,909 -17%
OCM
717
Objective Capital Management
Ohio
$1.89M -$431K -4,472 -19%
MWM
718
McNaughton Wealth Management
California
$1.85M -$447K -4,639 -19%
GA
719
GFS Advisors
Texas
$1.85M -$77.1K -800 -4%
BFG
720
Barber Financial Group
Kansas
$1.84M -$220K -2,281 -11%
GW
721
GW & Wade
Massachusetts
$1.83M -$7.99K -83 -0.4%
KWMG
722
King Wealth Management Group
Florida
$1.83M -$73.7K -765 -4%
ERWM
723
Elk River Wealth Management
Colorado
$1.82M +$67.4K +700 +4%
PG
724
Patten Group
Tennessee
$1.81M +$201K +2,095 +12%
IFAM
725
Institutional & Family Asset Management
Colorado
$1.8M -$164K -1,706 -8%
27 28
29
30 31