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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,620 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 599 increasing their positions, 628 reducing their positions, and 110 closing their positions.

Holders
1,620
Holders Change
+137
Holders Change %
+9.24%
% of All Funds
26.14%
Holding in Top 10
316
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+9.34%
% of All Funds
5.1%
New
279
Increased
599
Reduced
628
Closed
110
Calls
$10.8M
Puts
$51.1M
Net Calls
-$40.3M
Net Calls Change
-$83.6M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$12.8B
2
Bank of America
2
Bank of America
North Carolina
$3.88B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.81B
4
BlackRock
4
BlackRock
New York
$4.2B
5
USAA
5
United Services Automobile Association
Texas
$227M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$250M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Charles Schwab
3
Charles Schwab
California
$892M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$255M
5
GM
5
Granger Management
New York
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$176M 1,813,176 +944,472 +109%
UCFA
52
United Capital Financial Advisors
Texas
$174M 1,793,624 -281,260 -14%
SFA
53
Sequoia Financial Advisors
Ohio
$170M 1,757,486 +109,890 +7%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$162M 1,673,568 +523,337 +45%
AllianceBernstein
55
AllianceBernstein
Tennessee
$162M 1,665,278 +24,878 +2%
CS
56
Credit Suisse
Switzerland
$155M 1,598,719 -17,716 -1%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$152M 1,567,614 +1,219,608 +350%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$150M 1,542,700 -230,500 -13%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$146M 1,505,115 -31,130 -2%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$139M 1,422,205 -69,269 -5%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M 1,386,798 +1,255,866 +959%
JHCM
62
Juniper Hill Capital Management
California
$134M 1,385,195 +1,385,195 New
CAAS
63
Capital Asset Advisory Services
Michigan
$132M 1,345,128 +1,345,128 New
BF
64
BOK Financial
Oklahoma
$130M 1,336,329 +1,034,758 +343%
SAG
65
SageView Advisory Group
California
$129M 1,333,929 +1,333,929 New
OWM
66
Orgel Wealth Management
Wisconsin
$127M 1,310,273 +59,264 +5%
MCM
67
MKP Capital Management
New York
$126M 1,300,000 +1,300,000 New
RA
68
Rational Advisors
New York
$120M 1,241,279 -93,163 -7%
CWM
69
Cahaba Wealth Management
Georgia
$119M 1,222,482 +19,849 +2%
DC
70
Deere & Company
Illinois
$114M 1,174,484 +1,174,484 New
VIA
71
Vantagepoint Investment Advisers
District of Columbia
$112M 1,155,450 +100,634 +10%
AWS
72
AJ Wealth Strategies
New York
$110M 1,129,873 +524,081 +87%
CST
73
Charles Schwab Trust
Nevada
$109M 1,123,383 +123,814 +12%
CTB
74
Country Trust Bank
Illinois
$105M 1,085,076 +391,861 +57%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$105M 1,054,250 +457,893 +77%
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