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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 %
ATC
751
Argent Trust Co
Tennessee
$1.58M +$201K +2,090 +15%
CTC
752
Central Trust Company
Missouri
$1.57M -$53.4K -554 -3%
WDG
753
Wealth Dimensions Group
Ohio
$1.55M -$778K -8,074 -33%
LNWTC
754
Laird Norton Wetherby Trust Company
Washington
$1.54M -$29.5M -306,269 -95%
DCC
755
Dow Chemical Company
Michigan
$1.53M – – –
SW
756
Solidarity Wealth
Utah
$1.52M -$311K -3,581 -17%
UWM
757
USAdvisors Wealth Management
Minnesota
$1.52M +$1.52M +15,747 New
SSWM
758
Sheets Smith Wealth Management
North Carolina
$1.51M +$103K +1,073 +7%
NEPWA
759
New England Private Wealth Advisors
Massachusetts
$1.5M -$6.94K -72 -0.5%
BJL
760
Brighton Jones LLC
Washington
$1.5M -$186K -1,935 -11%
LFG
761
Larson Financial Group
Missouri
$1.5M +$76.9K +798 +5%
WGCA
762
Wolf Group Capital Advisors
Virginia
$1.49M +$4.91K +51 +0.3%
Kayne Anderson Rudnick Investment Management
763
Kayne Anderson Rudnick Investment Management
California
$1.49M -$295K -3,062 -17%
BI
764
Ballast Inc
Kentucky
$1.48M +$38K +394 +3%
TC
765
Trilogy Capital
California
$1.48M +$81.1K +842 +6%
EW
766
Element Wealth
Mississippi
$1.47M +$37.2K +386 +3%
WWP
767
Waypoint Wealth Partners
California
$1.47M -$3.03M -31,445 -67%
WP
768
WealthSource Partners
California
$1.47M -$1.15M -11,978 -44%
SFG
769
Sovereign Financial Group
Connecticut
$1.47M -$147K -1,524 -9%
PIM
770
Penobscot Investment Management
Massachusetts
$1.47M -$155K -1,610 -10%
GTAM
771
Global Trust Asset Management
Florida
$1.46M -$191K -1,980 -12%
BCM
772
Bowie Capital Management
Texas
$1.45M – – –
SW
773
SlateStone Wealth
Florida
$1.44M +$328K +3,400 +29%
T
774
TCWP
Ohio
$1.44M -$71.3K -740 -5%
FA
775
Fountainhead AM
New Jersey
$1.44M -$2.39M -24,796 -62%
29 30
31
32 33