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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 %
ACM
776
AUA Capital Management
Pennsylvania
$1.43M -$38.7K -402 -3%
ACM
777
AlphaStar Capital Management
North Carolina
$1.43M -$327K -3,397 -19%
EWS
778
Evergreen Wealth Solutions
Pennsylvania
$1.42M -$98.8K -1,025 -6%
HA
779
HFG Advisors
Ohio
$1.42M -$98.7K -1,024 -7%
DC
780
Davenport & Co
Virginia
$1.42M -$430K -4,463 -23%
BIA
781
Bigelow Investment Advisors
Maine
$1.41M -$242K -2,511 -15%
CA
782
Continuum Advisory
Idaho
$1.41M +$144K +1,499 +11%
RPCA
783
Running Point Capital Advisors
California
$1.4M +$311K +3,229 +29%
CA
784
CGN Advisors
Kansas
$1.39M +$211K +2,194 +18%
Allianz Asset Management
785
Allianz Asset Management
Germany
$1.39M +$1.39M +14,400 New
CAAM
786
Cornerstone Advisors Asset Management
Pennsylvania
$1.39M – – –
D
787
Dentgroup
Louisiana
$1.39M +$895K +9,382 +183%
CWA
788
Canvas Wealth Advisors
Kansas
$1.38M -$2.1M -22,072 -60%
NFP
789
Narus Financial Partners
Utah
$1.37M +$238K +2,473 +21%
BWA
790
BDO Wealth Advisors
Florida
$1.36M -$246K -2,553 -15%
PWW
791
Pettyjohn Wood & White
Virginia
$1.35M -$231K -2,399 -15%
GPA
792
Guidance Point Advisors
Massachusetts
$1.34M -$145K -1,492 -10%
VVP
793
Venture Visionary Partners
Ohio
$1.34M +$29.7K +308 +2%
MSWMA
794
Market Street Wealth Management Advisors
Indiana
$1.33M -$557K -5,781 -29%
W
795
WealthOne
New York
$1.33M +$848K +8,796 +175%
SW
796
SteelPeak Wealth
California
$1.33M -$1.06K -11 -0.1%
IC
797
IEQ Capital
California
$1.33M +$1.33M +13,758 New
CWM
798
Connecticut Wealth Management
Connecticut
$1.32M -$226K -2,343 -15%
EWM
799
Empirical Wealth Management
Washington
$1.32M +$677K +7,021 +105%
WA
800
Wealth Alliance
New York
$1.32M -$310K -3,220 -19%
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