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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 %
GSIS
901
Global Strategic Investment Solutions
Arizona
$948K -$1.54M -16,007 -62%
JAG
902
Journey Advisory Group
Kentucky
$939K +$10.7K +111 +1%
TWM
903
Tolleson Wealth Management
Texas
$936K -$245K -2,542 -21%
BC
904
Burney Company
Virginia
$935K -$3.85K -40 -0.4%
HS
905
Horan Securities
United States
$935K +$47.3K +491 +5%
WC
906
Wealth CMT
New Jersey
$935K +$935K +9,702 New
AIA
907
Angeles Investment Advisors
California
$934K – – –
FWM
908
Focused Wealth Management
New York
$931K +$900K +9,343 +2,938%
MFA
909
Mayflower Financial Advisors
Massachusetts
$930K -$497K -5,159 -35%
SFG
910
SNS Financial Group
Minnesota
$923K -$53.1K -551 -5%
Lido Advisors
911
Lido Advisors
California
$921K -$144K -1,494 -14%
PMFA
912
Plante Moran Financial Advisors
Michigan
$919K +$208K +2,158 +29%
YIA
913
YHB Investment Advisors
Connecticut
$916K -$71K -737 -7%
AAM
914
Autus Asset Management
Arizona
$915K +$5.01K +52 +0.6%
AWA
915
Aletheian Wealth Advisors
Washington
$912K +$154K +1,600 +20%
IUHSA
916
Itau Unibanco Holding S.A.
Brazil
$912K +$394K +4,095 +76%
CIBC Asset Management
917
CIBC Asset Management
Ontario, Canada
$907K +$907K +9,412 New
PA
918
Pinnacle Associates
New York
$905K -$6.36K -66 -0.7%
SIM
919
Stratos Investment Management
Ohio
$904K +$331K +3,437 +58%
NWM
920
Northwest Wealth Management
Iowa
$898K +$8.87K +92 +1%
DP
921
Dearborn Partners
Illinois
$896K -$2.79K -29 -0.3%
MFG
922
Merit Financial Group
Georgia
$891K -$326K -3,378 -27%
TFA
923
Tobias Financial Advisors
Florida
$889K +$378K +3,925 +74%
SAM
924
Strategy Asset Managers
California
$885K +$885K +9,185 New
CIC
925
Carnegie Investment Counsel
Ohio
$883K -$118K -1,230 -12%
35 36
37
38 39