AGG icon

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 %
JSL
826
JT Stratford LLC
Georgia
$1.33M +$729K +7,171 +122%
RW
827
REDW Wealth
New Mexico
$1.32M +$1.32M +13,006 New
WFA
828
WestHill Financial Advisors
California
$1.32M +$26.1K +257 +2%
WCG
829
Weaver Consulting Group
California
$1.32M +$64K +629 +5%
FNBOSM
830
First National Bank of South Miami
Florida
$1.31M +$158K +1,553 +14%
FT
831
Fiduciary Trust
Massachusetts
$1.31M -$8.13K -80 -0.6%
OWM
832
Orgel Wealth Management
Wisconsin
$1.31M -$2.89M -28,386 -69%
MJB
833
Mark J. Bradley
$1.31M -$64.1K -630 -5%
SEIA
834
Signature Estate & Investment Advisors
California
$1.3M -$69.7K -685 -5%
CF
835
Clarity Financial
Texas
$1.29M +$144K +1,415 +13%
MFG
836
Merit Financial Group
Georgia
$1.28M -$78.4K -771 -6%
HW
837
Hamilton Wealth
California
$1.28M +$873K +8,584 +215%
CC
838
Cadinha & Co
Hawaii
$1.28M -$18.7K -184 -1%
WMA
839
West Michigan Advisors
Michigan
$1.27M -$218K -2,141 -15%
HA
840
HC Advisors
Georgia
$1.27M +$1.27M +12,471 New
S
841
SignatureFD
Georgia
$1.27M +$384K +3,780 +44%
AWM
842
Avior Wealth Management
Nebraska
$1.27M -$24.5K -243 -2%
APWA
843
Atlas Private Wealth Advisors
New Jersey
$1.26M -$313K -3,079 -20%
RWM
844
RBA Wealth Management
California
$1.25M +$17.7K +174 +1%
TWM
845
Tolleson Wealth Management
Texas
$1.25M -$779K -7,658 -38%
CCB
846
Country Club Bank
Missouri
$1.25M -$311K -3,075 -20%
CA
847
CGN Advisors
Kansas
$1.24M +$301K +2,957 +32%
GPA
848
Garrison Point Advisors
California
$1.23M – – –
AIA
849
Affinity Investment Advisors
California
$1.23M – – –
JIP
850
Jaffetilchin Investment Partners
Florida
$1.22M -$16.9K -166 -1%
32 33
34
35 36