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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 %
ATC
801
Argent Trust Co
Tennessee
$1.45M +$38.6K +380 +3%
TVAMP
802
Tennessee Valley Asset Management Partners
Tennessee
$1.45M +$1.45M +14,247 New
WF
803
Warner Financial
Maryland
$1.45M – – –
TCM
804
Traynor Capital Management
Pennsylvania
$1.44M -$361K -3,554 -20%
FFBTD
805
First Financial Bank - Trust Division
Ohio
$1.44M -$35.8K -352 -2%
GWM
806
GSB Wealth Management
Connecticut
$1.43M -$167K -1,642 -10%
SCA
807
Snowden Capital Advisors
New York
$1.42M -$47K -462 -3%
GWM
808
Grand Wealth Management
Michigan
$1.41M -$38.8K -382 -3%
SW
809
SteelPeak Wealth
California
$1.41M -$239K -2,353 -15%
CBFP
810
Cedar Brook Financial Partners
Ohio
$1.39M -$158K -1,558 -10%
MA
811
Modus Advisors
Minnesota
$1.39M -$6.41K -63 -0.5%
ACM
812
Alamar Capital Management
California
$1.38M – – –
VVP
813
Venture Visionary Partners
Ohio
$1.38M +$128K +1,257 +10%
ISL
814
Ingalls & Snyder LLC
New York
$1.38M – – –
LTL
815
Lowery Thomas LLC
California
$1.38M -$2.8M -27,514 -67%
FPS
816
Fieldpoint Private Securities
Connecticut
$1.37M -$9.46K -93 -0.7%
NCM
817
Northwest Capital Management
Oregon
$1.37M +$1.11M +10,884 +426%
OPA
818
Old Port Advisors
Maine
$1.36M -$346K -3,378 -20%
RIA
819
Realta Investment Advisors
Delaware
$1.36M -$381K -3,724 -22%
PI
820
PineBridge Investments
New York
$1.35M +$40.7K +400 +3%
TI
821
tru Independence
Oregon
$1.34M -$458K -4,504 -25%
FWA
822
FSC Wealth Advisors
New York
$1.34M +$1.34M +13,171 New
CAGAS
823
Capital Advisory Group Advisory Services
Minnesota
$1.34M -$3.55M -34,734 -73%
CA
824
Continuum Advisory
Idaho
$1.33M +$168K +1,657 +14%
FSG
825
Financial Strategies Group
Michigan
$1.33M +$392K +3,852 +42%
31 32
33
34 35