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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 %
IC
951
Inscription Capital
Texas
$826K +$4.43K +46 +0.5%
PP
952
Patron Partners
Texas
$826K +$110K +1,142 +15%
Koshinski Asset Management
953
Koshinski Asset Management
Illinois
$825K +$155K +1,612 +23%
CW
954
Cook Wealth
North Carolina
$823K -$115K -1,200 -12%
CWM
955
Campbell Wealth Management
Virginia
$813K -$46.1M -478,484 -98%
PIA
956
Pinion Investment Advisors
Kansas
$806K -$25.6K -266 -3%
PCA
957
Providence Capital Advisors
North Carolina
$806K -$23.9K -248 -3%
Loomis, Sayles & Company
958
Loomis, Sayles & Company
Massachusetts
$804K -$31.7K -329 -4%
TCA
959
Transcend Capital Advisors
New Jersey
$802K -$153K -1,589 -16%
CAN
960
Claraphi Advisory Network
United States
$793K -$184K -1,914 -19%
FFA
961
Fragasso Financial Advisors
Pennsylvania
$791K -$819K -8,509 -51%
CIA
962
Capital Investment Advisors
Georgia
$783K -$51.4K -533 -6%
LA
963
Lifeworks Advisors
Michigan
$781K +$83K +875 +12%
VNA
964
Valley National Advisers
Pennsylvania
$778K +$778K +8,192 New
SCA
965
Stillwater Capital Advisors
Pennsylvania
$777K – – –
GL
966
Graypoint LLC
New York
$773K -$635K -6,593 -45%
WPW
967
Waldron Private Wealth
Pennsylvania
$772K -$1.55M -16,097 -67%
LSA
968
Lansing Street Advisors
Pennsylvania
$769K -$255K -2,649 -25%
CCMD
969
Cypress Capital Management (Delaware)
Delaware
$767K -$10.6K -110 -1%
JG
970
Jefferies Group
New York
$763K -$133K -1,382 -15%
Fiera Capital (Canada)
971
Fiera Capital (Canada)
Quebec, Canada
$763K -$59.2K -615 -7%
TWM
972
Thrive Wealth Management
Pennsylvania
$763K +$763K +7,923 New
FWP
973
Firethorn Wealth Partners
Georgia
$759K -$749K -7,774 -50%
RWB
974
RMR Wealth Builders
New Jersey
$759K -$49.6K -515 -6%
CWM
975
Congress Wealth Management
Massachusetts
$756K -$43.3K -449 -5%
37 38
39
40 41