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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 %
TIM
851
Total Investment Management
Arizona
$1.22M +$2.24K +22 +0.2%
RA
852
Rise Advisors
New York
$1.2M -$14.7K -145 -1%
TWC
853
TD Waterhouse Canada
Ontario, Canada
$1.2M -$50.7K -495 -4%
NFP
854
Narus Financial Partners
Utah
$1.2M -$1.28M -12,606 -52%
SC
855
Schiavi & Co
Delaware
$1.19M +$187K +1,844 +19%
WS
856
Wedbush Securities
California
$1.18M +$14.9K +147 +1%
QCIG
857
Quad-Cities Investment Group
Iowa
$1.18M +$128K +1,262 +12%
SIA
858
Schechter Investment Advisors
Michigan
$1.18M -$81.9K -806 -7%
SW
859
SlateStone Wealth
Florida
$1.18M +$1.18M +11,560 New
PA
860
Procyon Advisors
Connecticut
$1.17M -$12.2K -120 -1%
WSFS
861
Wilmington Savings Fund Society
Delaware
$1.17M -$43.2K -425 -4%
BEI
862
Benjamin Edwards Inc
Missouri
$1.16M -$60.6K -596 -5%
BWP
863
Bernardo Wealth Planning
Pennsylvania
$1.16M +$370K +3,637 +47%
PFG
864
PAX Financial Group
Texas
$1.15M +$285K +2,805 +33%
WWA
865
WC Walker & Associates
California
$1.14M -$68.1K -666 -6%
RPCA
866
Running Point Capital Advisors
California
$1.14M +$155K +1,522 +16%
RI
867
Rinkey Investments
California
$1.14M -$106K -1,023 -9%
BSWA
868
Bromfield Sneider Wealth Advisors
Massachusetts
$1.14M +$1.05M +10,343 +1,173%
SAM
869
Simplify Asset Management
Nevada
$1.14M +$42.6K +419 +4%
CWM
870
Cornerstone Wealth Management
Missouri
$1.13M +$105K +1,032 +10%
Lido Advisors
871
Lido Advisors
California
$1.12M -$103K -1,016 -8%
CFS
872
CRA Financial Services
New Jersey
$1.11M +$781K +7,678 +236%
WIA
873
World Investment Advisors
California
$1.11M +$329K +3,173 +42%
UFF
874
USA Financial Formulas
Michigan
$1.11M -$58.3K -573 -5%
WFA
875
Wells Financial Advisors
Massachusetts
$1.1M -$460K -4,527 -30%
33 34
35
36 37