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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 %
MC
801
Middleton & Co
Massachusetts
$1.32M +$1.32M +13,685 New
IAIM
802
International Assets Investment Management
Florida
$1.31M +$114K +1,186 +10%
MA
803
Modus Advisors
Minnesota
$1.31M – – –
ACM
804
Alamar Capital Management
California
$1.31M – – –
CAGAS
805
Capital Advisory Group Advisory Services
Minnesota
$1.31M +$49.1K +510 +4%
Barclays
806
Barclays
United Kingdom
$1.3M -$46M -477,180 -97%
GWM
807
GSB Wealth Management
Connecticut
$1.3M -$58.7K -609 -4%
NCM
808
Northwest Capital Management
Oregon
$1.3M – – –
TI
809
tru Independence
Oregon
$1.29M +$20.4K +212 +2%
PI
810
PineBridge Investments
New York
$1.29M +$14.5K +150 +1%
TCM
811
Traynor Capital Management
Pennsylvania
$1.29M -$78K -810 -6%
FIB
812
First Interstate Bank
Montana
$1.28M -$212K -2,202 -14%
SCA
813
Snowden Capital Advisors
New York
$1.27M -$70.4K -731 -5%
SHFA
814
SC&H Financial Advisors
Maryland
$1.26M -$296K -3,070 -19%
SAS
815
Sanford Advisory Services
Michigan
$1.26M -$117K -1,211 -8%
WFA
816
WestHill Financial Advisors
California
$1.26M +$9.44K +98 +0.8%
MJB
817
Mark J. Bradley
$1.25M +$8.19K +85 +0.7%
JIP
818
Jaffetilchin Investment Partners
Florida
$1.24M +$84K +872 +7%
RW
819
REDW Wealth
New Mexico
$1.24M -$11.9K -124 -1%
CCB
820
Country Club Bank
Missouri
$1.23M +$40.4K +419 +3%
JFG
821
JMG Financial Group
Illinois
$1.23M +$1.23M +12,720 New
CF
822
Clarity Financial
Texas
$1.22M -$4.14K -43 -0.3%
HA
823
HC Advisors
Georgia
$1.22M +$18.6K +193 +2%
WF
824
Warner Financial
Maryland
$1.21M -$165K -1,710 -12%
WCG
825
Weaver Consulting Group
California
$1.2M -$45.5K -472 -4%
31 32
33
34 35