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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 %
VC
876
Veracity Capital
Georgia
$1.09M -$673K -6,619 -38%
FNBOMD
877
First National Bank of Mount Dora
Florida
$1.08M +$1.08M +10,656 New
FH
878
FWG Holdings
Florida
$1.08M -$95K -935 -8%
LSA
879
Lansing Street Advisors
Pennsylvania
$1.08M -$3.56K -35 -0.3%
WAM
880
Worth Asset Management
Texas
$1.08M +$1.04M +10,212 +2,403%
KL
881
KWMG LLC
Kansas
$1.07M -$88.5K -870 -8%
RWP
882
Revolve Wealth Partners
New Jersey
$1.07M -$19K -187 -2%
CCT
883
Chemung Canal Trust
New York
$1.06M -$1.09M -10,689 -51%
CIC
884
Carnegie Investment Counsel
Ohio
$1.06M -$240K -2,362 -19%
SMDAM
885
Sumitomo Mitsui DS Asset Management
Japan
$1.05M -$131K -1,290 -11%
FMII
886
Farmers & Merchants Investments Inc
Nebraska
$1.05M +$905K +8,905 +609%
NWM
887
NEIRG Wealth Management
Massachusetts
$1.05M -$220K -2,165 -17%
FC
888
Financial Consulate
Maryland
$1.05M – – –
ISB
889
Iowa State Bank
Iowa
$1.05M +$338K +3,325 +48%
YIA
890
YHB Investment Advisors
Connecticut
$1.04M -$349K -3,434 -25%
HFA
891
Highland Financial Advisors
New Jersey
$1.03M +$1.03M +10,156 New
CAN
892
Claraphi Advisory Network
United States
$1.03M +$58K +570 +6%
SFG
893
SNS Financial Group
Minnesota
$1.03M -$13.4K -132 -1%
SAM
894
Summit Asset Management
Tennessee
$1.02M -$64.1K -630 -6%
CMBA
895
C.M. Bidwell & Associates
Hawaii
$1.02M -$121K -1,189 -11%
CW
896
Cook Wealth
North Carolina
$1.01M -$103K -1,000 -9%
FDCDDQ
897
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$56.3K -554 -5%
TCA
898
Transcend Capital Advisors
New Jersey
$1.01M +$44.2K +435 +5%
JAG
899
Journey Advisory Group
Kentucky
$1.01M -$26.6K -255 -3%
APW
900
Acima Private Wealth
Virginia
$996K +$380K +3,741 +62%
34 35
36
37 38