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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.

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
1
Wells Fargo
California
$5.64B
2
RJA
2
Raymond James & Associates
Florida
$4.11B
3
Members Trust
3
Members Trust
Florida
$417M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$576M
5
Truist Financial
5
Truist Financial
North Carolina
$495M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.68B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$1.22B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$47.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$558M
5
Creative Planning
5
Creative Planning
Kansas
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$178M 1,749,104 +154,789 +10%
SFA
52
Sequoia Financial Advisors
Ohio
$178M 1,746,368 -20,021 -1%
GM
53
Granger Management
New York
$177M 1,741,317 +1,741,317 New
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$177M 1,738,683 -1,917,277 -52%
CS
55
Credit Suisse
Switzerland
$165M 1,623,869 -251,055 -13%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$154M 1,512,709 +95,923 +7%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$152M 1,496,768 +129,732 +9%
RA
58
Rational Advisors
New York
$144M 1,411,493 -107,070 -7%
IG
59
ING Group
Netherlands
$125M 1,230,000 +1,230,000 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$121M 1,185,718 +346,011 +41%
CWM
61
Cahaba Wealth Management
Georgia
$120M 1,178,996 +20,406 +2%
WCM
62
Windham Capital Management
Massachusetts
$119M 1,165,800 -43,322 -4%
MA
63
MCF Advisors
Kentucky
$116M 1,143,882 -79,979 -7%
DWM
64
Destination Wealth Management
California
$115M 1,130,584 -113,192 -9%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$111M 1,094,530 -91,947 -8%
Victory Capital Management
66
Victory Capital Management
Texas
$110M 1,079,654 -331,385 -23%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$110M 1,079,097 -5,333 -0.5%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$101M 992,855 +150,010 +18%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$99.5M 979,045 -41,406 -4%
SBL
70
Sargent Bickham Lagudis
Colorado
$99.4M 977,766 -28,852 -3%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$97.3M 956,980 -25,281 -3%
KeyBank National Association
72
KeyBank National Association
Ohio
$93.9M 923,632 -53,559 -5%
VIA
73
Vantagepoint Investment Advisers
District of Columbia
$89.5M 880,131 -181,960 -17%
MGB
74
Mass General Brigham
Massachusetts
$86.7M 852,370 +96,728 +13%
CST
75
Charles Schwab Trust
Nevada
$86M 845,735 -51,827 -6%
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