AGG icon

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 %
EF
876
Empowered Funds
Pennsylvania
$1.05M +$1.05M +10,891 New
APW
877
Acima Private Wealth
Virginia
$1.04M +$99.3K +1,031 +11%
UFF
878
USA Financial Formulas
Michigan
$1.04M -$7.13K -74 -0.7%
CSB
879
City State Bank
Iowa
$1.04M +$288K +2,993 +38%
WIA
880
World Investment Advisors
California
$1.03M +$481 +5 +0%
HFA
881
Highland Financial Advisors
New Jersey
$1.02M +$45.4K +471 +5%
KL
882
KWMG LLC
Kansas
$1.02M +$96 +1 +0%
SC
883
Schiavi & Co
Delaware
$1.01M -$112K -1,158 -10%
Qube Research & Technologies (QRT)
884
Qube Research & Technologies (QRT)
United Kingdom
$1M -$899K -9,329 -47%
FCM
885
Firestone Capital Management
Florida
$998K +$254K +2,635 +34%
ANBT
886
American National Bank & Trust
Texas
$996K +$142K +1,477 +17%
FC
887
Financial Consulate
Maryland
$995K – – –
TWC
888
TD Waterhouse Canada
Ontario, Canada
$991K -$148K -1,531 -13%
GF
889
Gries Financial
Ohio
$987K +$987K +10,242 New
FDCDDQ
890
Federation des caisses Desjardins du Quebec
Quebec, Canada
$983K +$26.3K +273 +3%
NWM
891
NEIRG Wealth Management
Massachusetts
$973K -$23.3K -242 -2%
IIC
892
Integrated Investment Consultants
Michigan
$970K +$137K +1,426 +17%
RIA
893
Realta Investment Advisors
Delaware
$968K -$310K -3,219 -24%
IFS
894
Ifrah Financial Services
Arkansas
$967K -$836K -8,681 -46%
IIC
895
Ironwood Investment Counsel
Arizona
$965K +$469K +4,873 +95%
RWP
896
Revolve Wealth Partners
New Jersey
$964K -$44.2K -459 -4%
Susquehanna International Group
897
Susquehanna International Group
Pennsylvania
$955K +$607K +6,300 +174%
CAL
898
Capital Analysts LLC
Pennsylvania
$954K +$47.8K +496 +5%
1WM
899
1900 Wealth Management
Texas
$954K +$57.8K +600 +6%
PCMF
900
Private Capital Management (Florida)
Florida
$949K +$14.2K +147 +2%
34 35
36
37 38