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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 %
EIP
926
Ellis Investment Partners
Pennsylvania
$883K -$18K -187 -2%
AWM
927
Angeles Wealth Management
California
$881K – – –
PB
928
Pinnacle Bancorp
Nebraska
$877K -$1.43M -14,866 -62%
MYIA
929
Mount Yale Investment Advisors
Colorado
$876K +$113K +1,175 +15%
TSW
930
Thompson Siegel & Walmsley
Virginia
$872K -$809K -8,397 -48%
IPW
931
Intergy Private Wealth
Colorado
$870K +$342K +3,548 +65%
FNT
932
First National Trust
Pennsylvania
$869K +$292K +3,030 +51%
SFS
933
Summit Financial Strategies
Ohio
$868K +$104K +1,083 +14%
SC
934
Solstein Capital
California
$865K -$4.05K -42 -0.5%
WIM
935
WealthPlan Investment Management
Nebraska
$859K +$859K +8,618 New
ACM
936
Advisors Capital Management
New Jersey
$855K -$1.66M -17,299 -66%
Calamos Advisors
937
Calamos Advisors
Illinois
$854K +$854K +8,865 New
BBNA
938
Bremer Bank National Association
Minnesota
$853K -$10K -104 -1%
LWM
939
Lyell Wealth Management
California
$853K -$1.73K -18 -0.2%
WWM
940
Windsor Wealth Management
Indiana
$853K -$1.63K -17 -0.2%
WWA
941
WC Walker & Associates
California
$851K -$212K -2,230 -20%
PWA
942
Physician Wealth Advisors
Utah
$848K -$2.51K -26 -0.3%
CMBA
943
C.M. Bidwell & Associates
Hawaii
$847K -$115K -1,195 -12%
TRCT
944
Tower Research Capital (TRC)
New York
$846K +$545K +5,656 +181%
GA
945
Gateway Advisory
New Jersey
$844K +$639K +6,635 +312%
SCM
946
SCS Capital Management
Massachusetts
$841K -$1.17M -12,156 -58%
SWP
947
Strategic Wealth Partners
Ohio
$840K +$272K +2,826 +48%
VFPI
948
Vantage Financial Partners (Illinois)
Illinois
$835K +$1.16K +12 +0.1%
VFA
949
Voya Financial Advisors
Connecticut
$830K +$636K +6,589 +329%
SAF
950
Smith Anglin Financial
Texas
$827K +$373K +3,871 +82%
36 37
38
39 40