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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 %
IP
826
Ignite Planners
California
$1.2M -$354K -3,655 -23%
WMA
827
West Michigan Advisors
Michigan
$1.2M -$7.52K -78 -0.6%
FNBOSM
828
First National Bank of South Miami
Florida
$1.19M -$52.1K -541 -4%
FAM
829
Flaharty Asset Management
Florida
$1.19M -$351K -3,640 -23%
QCIG
830
Quad-Cities Investment Group
Iowa
$1.19M +$75.3K +782 +7%
FSG
831
Financial Strategies Group
Michigan
$1.19M -$72.2K -749 -6%
CBFP
832
Cedar Brook Financial Partners
Ohio
$1.19M -$125K -1,302 -10%
LTL
833
Lowery Thomas LLC
California
$1.19M -$117K -1,216 -9%
WS
834
Wedbush Securities
California
$1.19M +$66.6K +691 +6%
AWM
835
Accurate Wealth Management
Florida
$1.19M +$958K +10,042 +421%
RT
836
Rockland Trust
Massachusetts
$1.18M -$458K -4,755 -28%
BSW
837
Buckingham Strategic Wealth
Missouri
$1.18M +$643K +6,670 +120%
AIA
838
Ally Invest Advisors
North Carolina
$1.17M +$935K +9,710 +392%
SSG
839
Summit Securities Group
New York
$1.17M +$1.17M +12,170 New
MA
840
Mosaic Advisors
Texas
$1.17M -$410K -4,252 -26%
GPA
841
Garrison Point Advisors
California
$1.17M – – –
AIA
842
Affinity Investment Advisors
California
$1.17M – – –
PFO
843
Pathstone Family Office
New Jersey
$1.16M +$592K +6,151 +104%
BEI
844
Benjamin Edwards Inc
Missouri
$1.16M +$63.7K +661 +6%
SAM
845
Summit Asset Management
Tennessee
$1.16M +$194K +2,012 +20%
APWA
846
Atlas Private Wealth Advisors
New Jersey
$1.16M -$32.6K -338 -3%
CCT
847
Chemung Canal Trust
New York
$1.16M +$150K +1,553 +15%
FPCG
848
Fort Pitt Capital Group
Pennsylvania
$1.16M +$1.16M +11,984 New
RWM
849
RBA Wealth Management
California
$1.15M -$40.6K -421 -3%
GBWM
850
Granite Bay Wealth Management
New Hampshire
$1.15M +$417K +4,323 +57%
32 33
34
35 36