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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 %
HA
776
HFG Advisors
Ohio
$1.6M -$27.7K -272 -2%
T
777
TCWP
Ohio
$1.6M +$604K +5,941 +61%
SW
778
SVB Wealth
Massachusetts
$1.59M -$563K -5,534 -26%
FIB
779
First Interstate Bank
Montana
$1.58M +$269K +2,647 +21%
IF
780
Intrua Financial
Texas
$1.57M +$123K +1,210 +8%
WGCA
781
Wolf Group Capital Advisors
Virginia
$1.57M +$1.27M +12,492 +428%
GPA
782
Guidance Point Advisors
Massachusetts
$1.56M -$6.72M -66,050 -81%
ACM
783
AUA Capital Management
Pennsylvania
$1.55M +$115K +1,135 +8%
AFS
784
AFG Fiduciary Services
Massachusetts
$1.53M -$1.13M -11,102 -42%
CRCM
785
Corbett Road Capital Management
Virginia
$1.53M -$444K -4,372 -23%
BCM
786
Bowie Capital Management
Texas
$1.53M +$508K +5,000 +50%
BI
787
Ballast Inc
Kentucky
$1.52M +$40K +394 +3%
EW
788
Element Wealth
Mississippi
$1.52M +$26.4K +260 +2%
MFA
789
Mayflower Financial Advisors
Massachusetts
$1.51M +$252K +2,478 +20%
LFG
790
Larson Financial Group
Missouri
$1.5M +$36.3K +357 +2%
HWM
791
HB Wealth Management
Georgia
$1.5M -$56.7K -558 -4%
AIA
792
Alera Investment Advisors
Illinois
$1.49M +$452K +4,448 +44%
GL
793
Graypoint LLC
New York
$1.49M +$258K +2,535 +21%
SSWM
794
Sheets Smith Wealth Management
North Carolina
$1.49M +$6.1K +60 +0.4%
XF
795
XML Financial
Maryland
$1.48M +$91.8K +903 +7%
TC
796
Trilogy Capital
California
$1.47M -$166K -1,630 -10%
PCP
797
Proficio Capital Partners
Massachusetts
$1.47M -$10.2M -100,534 -87%
CAAM
798
Cornerstone Advisors Asset Management
Pennsylvania
$1.46M – – –
Brown Advisory
799
Brown Advisory
Maryland
$1.46M +$989K +9,726 +210%
SAS
800
Sanford Advisory Services
Michigan
$1.45M -$17K -167 -1%
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