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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 %
FFBTD
726
First Financial Bank - Trust Division
Ohio
$1.8M +$441K +4,581 +32%
WG
727
Watchman Group
Texas
$1.8M +$1.8M +18,680 New
LF
728
Lee Financial
Texas
$1.8M -$339K -3,514 -16%
CCG
729
Cypress Capital Group
Florida
$1.8M -$176K -1,823 -9%
FWP
730
FAS Wealth Partners
Kansas
$1.78M -$118K -1,226 -6%
Retirement Systems of Alabama
731
Retirement Systems of Alabama
Alabama
$1.77M -$22K -228 -1%
DTC
732
Davidson Trust Company
Washington
$1.77M +$187K +1,937 +12%
UAS
733
United Asset Strategies
New York
$1.72M +$154K +1,603 +10%
BFC
734
Blue Fin Capital
Rhode Island
$1.71M -$8.09K -84 -0.5%
RCAG
735
Rehmann Capital Advisory Group
Michigan
$1.71M -$808K -8,385 -32%
WA
736
WBH Advisory
Maryland
$1.71M +$993K +10,301 +139%
CI
737
Cambiar Investors
Colorado
$1.71M – – –
VFA
738
Valeo Financial Advisors
Indiana
$1.7M +$1.17M +12,195 +222%
SB
739
Strategic Blueprint
Georgia
$1.69M +$1.29M +13,388 +321%
PA
740
Paragon Advisors
Texas
$1.67M +$1.67M +17,300 New
MCM
741
McKinley Capital Management
Alaska
$1.65M +$578 +6 +0%
AIA
742
Avalon Investment & Advisory
Texas
$1.64M +$101K +1,052 +7%
MWP
743
Madison Wealth Partners
Wisconsin
$1.64M +$13.6K +141 +0.8%
DBRC
744
D.B. Root & Company
Pennsylvania
$1.64M +$1.35M +14,021 +465%
SSWM
745
Smith Salley Wealth Management
North Carolina
$1.64M -$535K -5,555 -25%
TWM
746
Tanager Wealth Management
United Kingdom
$1.64M -$442K -4,590 -21%
AWP
747
Ascent Wealth Partners
New York
$1.62M +$872K +9,052 +117%
VFIC
748
Valley Forge Investment Consultants
Pennsylvania
$1.61M -$145K -1,502 -8%
OGF
749
Orin Green Financial
California
$1.61M – – –
SMC
750
Smith, Moore & Co
Missouri
$1.58M -$142K -1,470 -8%
28 29
30
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