AGG icon

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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
+$461M
2
RJA
Raymond James & Associates
Florida
+$417M
3
Members Trust
Members Trust
Florida
+$244M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$242M
5
Truist Financial
Truist Financial
North Carolina
+$231M

Top Sellers

1
BlackRock
BlackRock
New York
-$438M
2
MFRM
Milliman Financial Risk Management
Illinois
-$347M
3
SOMRS
State of Michigan Retirement System
Michigan
-$296M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Creative Planning
Creative Planning
Kansas
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
751
Rockland Trust
Massachusetts
$1.73M -$4.25M -41,835 -71%
WA
752
Wealth Alliance
New York
$1.72M -$148K -1,460 -8%
MWP
753
Madison Wealth Partners
Wisconsin
$1.72M -$3.12M -30,711 -65%
CTC
754
Central Trust Company
Missouri
$1.72M +$151K +1,485 +10%
PIM
755
Penobscot Investment Management
Massachusetts
$1.71M -$3.52M -34,635 -67%
PG
756
Patten Group
Tennessee
$1.71M -$146K -1,439 -8%
SFG
757
Sovereign Financial Group
Connecticut
$1.7M -$268K -2,634 -14%
OGF
758
Orin Green Financial
California
$1.7M +$1.08M +10,565 +172%
FFA
759
Fragasso Financial Advisors
Pennsylvania
$1.7M -$300K -2,952 -15%
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M -$395K -3,889 -19%
BWA
761
BDO Wealth Advisors
Florida
$1.7M -$3.97K -39 -0.2%
NEPWA
762
New England Private Wealth Advisors
Massachusetts
$1.68M -$214 -2 -0%
DTC
763
Davidson Trust Company
Washington
$1.67M -$39.4K -388 -2%
MA
764
Mosaic Advisors
Texas
$1.67M +$696K +6,842 +72%
PWW
765
Pettyjohn Wood & White
Virginia
$1.66M -$3.61M -35,475 -68%
UAS
766
United Asset Strategies
New York
$1.65M -$1.42K -14 -0.1%
SHFA
767
SC&H Financial Advisors
Maryland
$1.65M +$449K +4,420 +38%
CWM
768
Connecticut Wealth Management
Connecticut
$1.64M -$430K -4,227 -21%
ZF
769
Zhang Financial
Michigan
$1.64M -$378K -3,717 -19%
FWP
770
Firethorn Wealth Partners
Georgia
$1.63M +$391K +3,751 +32%
IP
771
Ignite Planners
California
$1.63M -$72.4K -713 -4%
AIA
772
Avalon Investment & Advisory
Texas
$1.63M -$45.3K -446 -3%
FAM
773
Flaharty Asset Management
Florida
$1.63M -$228K -2,245 -12%
DCC
774
Dow Chemical Company
Michigan
$1.62M – – –
EWS
775
Evergreen Wealth Solutions
Pennsylvania
$1.61M -$4.05M -39,789 -72%
29 30
31
32 33