AGG icon

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.

Holders
1,483
Holders Change
-44
Holders Change %
-2.88%
% of All Funds
25.65%
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
1
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
3
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
4
Goldman Sachs
New York
$906M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$171M 1,773,200 -105,000 -6%
GM
52
Granger Management
New York
$168M 1,741,317 – –
SFA
53
Sequoia Financial Advisors
Ohio
$159M 1,647,596 -98,772 -6%
AllianceBernstein
54
AllianceBernstein
Tennessee
$158M 1,640,400 +454,682 +38%
CS
55
Credit Suisse
Switzerland
$156M 1,616,435 -7,434 -0.5%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$148M 1,536,245 +543,390 +55%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$144M 1,491,474 -247,209 -14%
RA
58
Rational Advisors
New York
$129M 1,334,442 -77,051 -5%
OWM
59
Orgel Wealth Management
Wisconsin
$121M 1,251,009 +1,238,159 +9,635%
CWM
60
Cahaba Wealth Management
Georgia
$116M 1,202,633 +23,637 +2%
DWM
61
Destination Wealth Management
California
$112M 1,161,769 +31,185 +3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$111M 1,150,231 +55,701 +5%
AssetMark Inc
63
AssetMark Inc
California
$109M 1,129,832 -795,504 -41%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$104M 1,079,563 +540,560 +100%
VIA
65
Vantagepoint Investment Advisers
District of Columbia
$102M 1,054,816 +174,685 +20%
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$101M 1,050,642 -28,455 -3%
SBL
67
Sargent Bickham Lagudis
Colorado
$99.6M 1,033,996 +56,230 +6%
CST
68
Charles Schwab Trust
Nevada
$96.3M 999,569 +153,834 +18%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$91.9M 953,902 -25,143 -3%
KeyBank National Association
70
KeyBank National Association
Ohio
$87.7M 910,813 -12,819 -1%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$83.7M 868,704 +103,879 +14%
BAAM
72
Baker Avenue Asset Management
California
$80.9M 839,271 +186 +0%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$79.1M 821,195 -13,452 -2%
MGB
74
Mass General Brigham
Massachusetts
$76.4M 793,405 -58,965 -7%
IAIM
75
Industrial Alliance Investment Management
Quebec, Canada
$76.2M 791,350 – –
1 2
3
4 5