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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 %
TIM
851
Total Investment Management
Arizona
$1.15M -$7.81K -81 -0.7%
RA
852
Rise Advisors
New York
$1.13M -$6.74K -70 -0.6%
SIA
853
Schechter Investment Advisors
Michigan
$1.13M +$10.8K +112 +1%
VCM
854
Virtue Capital Management
Tennessee
$1.12M -$16.2M -167,786 -94%
H
855
HoyleCohen
California
$1.12M +$183K +1,903 +20%
CC
856
Cadinha & Co
Hawaii
$1.12M -$92.8K -964 -8%
CWM
857
Cornerstone Wealth Management
Missouri
$1.11M +$42.8K +444 +4%
AIS
858
American Investment Services
Massachusetts
$1.11M -$995K -10,325 -47%
TA
859
Tiedemann Advisors
New York
$1.11M +$1.11M +11,490 New
WSFS
860
Wilmington Savings Fund Society
Delaware
$1.11M -$5.49K -57 -0.5%
BWP
861
Bernardo Wealth Planning
Pennsylvania
$1.1M +$26.8K +286 +3%
HDIM
862
Hanson & Doremus Investment Management
Vermont
$1.09M +$266K +2,764 +32%
CWM
863
Curi Wealth Management
North Carolina
$1.09M +$727K +7,544 +200%
OPA
864
Old Port Advisors
Maine
$1.09M -$198K -2,050 -15%
SMDAM
865
Sumitomo Mitsui DS Asset Management
Japan
$1.08M +$78.1K +810 +8%
TWA
866
TPB Wealth Advisors
Texas
$1.07M +$134K +1,383 +14%
WFA
867
Wells Financial Advisors
Massachusetts
$1.07M +$31K +322 +3%
LIM
868
Leavell Investment Management
Alabama
$1.06M +$136K +1,410 +15%
MAM
869
McLean Asset Management
Virginia
$1.06M -$1.1M -11,535 -51%
RI
870
Rinkey Investments
California
$1.06M – – –
ISL
871
Ingalls & Snyder LLC
New York
$1.06M -$249K -2,589 -19%
VC
872
Veracity Capital
Georgia
$1.06M +$26.2K +272 +3%
BFM
873
Boston Financial Management
Massachusetts
$1.06M -$3.47M -36,046 -77%
FA
874
Fortis Advisors
Pennsylvania
$1.05M +$194K +2,014 +23%
ISB
875
Iowa State Bank
Iowa
$1.05M +$53.6K +556 +5%
33 34
35
36 37