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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 %
MYIA
951
Mount Yale Investment Advisors
Colorado
$805K +$88.1K +867 +12%
DIP
952
DT Investment Partners
Pennsylvania
$801K -$46.7K -459 -6%
AWA
953
Aletheian Wealth Advisors
Washington
$799K -$1.8M -17,686 -69%
IAG
954
Investment Advisory Group
Massachusetts
$794K -$26.3K -260 -3%
CSB
955
City State Bank
Iowa
$794K – – –
CA
956
Calton & Associates
Florida
$791K -$1.26M -12,377 -61%
CAM
957
Cidel Asset Management
Ontario, Canada
$789K -$832K – –
CFN
958
Cordasco Financial Network
Florida
$786K +$2.75K +27 +0.4%
RFG
959
Range Financial Group
Oregon
$785K -$2.63M -25,886 -77%
FCM
960
Firestone Capital Management
Florida
$785K +$407 +4 +0.1%
SHFP
961
Second Half Financial Partners
Florida
$782K – – –
LWCFA
962
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$774K +$774K +7,610 New
GBWM
963
Granite Bay Wealth Management
New Hampshire
$772K -$10.9K -107 -1%
CSIA
964
Charles Schwab Investment Advisory
California
$771K -$255K -2,506 -25%
ZIG
965
Zullo Investment Group
Pennsylvania
$771K -$133K -1,308 -15%
HKIMG
966
Hutchens & Kramer Investment Management Group
Indiana
$770K +$770K +7,520 New
AWA
967
Aaron Wealth Advisors
Illinois
$762K -$121M -1,187,950 -99%
IA
968
IFG Advisory
Georgia
$755K -$179K -1,758 -19%
PP
969
Patron Partners
Texas
$755K -$52K -512 -6%
WA
970
WBH Advisory
Maryland
$753K -$792K -7,781 -51%
IHL
971
Investment House LLC
California
$753K – – –
PMFA
972
Plante Moran Financial Advisors
Michigan
$749K -$143K -1,410 -16%
LA
973
Lifeworks Advisors
Michigan
$748K +$144K +1,416 +24%
DY
974
Dowling & Yahnke
California
$742K +$208K +2,046 +39%
HGERS
975
Householder Group Estate & Retirement Specialist
Arizona
$733K -$128K -1,260 -15%
37 38
39
40 41