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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.

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
1
Wells Fargo
California
$5.64B
2
RJA
2
Raymond James & Associates
Florida
$4.11B
3
Members Trust
3
Members Trust
Florida
$417M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$576M
5
Truist Financial
5
Truist Financial
North Carolina
$495M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.68B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$1.22B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$47.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$558M
5
Creative Planning
5
Creative Planning
Kansas
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$85.3M 839,085 -16,482 -2%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$84.9M 834,647 +122,145 +17%
NA
78
NewEdge Advisors
Louisiana
$82M 806,578 -22,151 -3%
IAIM
79
Industrial Alliance Investment Management
Quebec, Canada
$80.5M 791,350 – –
EA
80
Evergreen Advisors
Tennessee
$80.3M 789,891 -3,743 -0.5%
HighTower Advisors
81
HighTower Advisors
Illinois
$80M 787,418 -108,758 -12%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$77.8M 764,825 +27,721 +4%
CG
83
Colony Group
Massachusetts
$76.6M 753,298 +121,867 +19%
KWM
84
Kingsview Wealth Management
Oregon
$74M 728,103 +223,374 +44%
TWM
85
Tanglewood Wealth Management
Texas
$74M 727,929 +727,929 New
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$73.6M 724,085 -66,576 -8%
ZIM
87
Zacks Investment Management
Illinois
$73.2M 719,617 -68,411 -9%
CTB
88
Country Trust Bank
Illinois
$72.8M 715,819 -163,678 -19%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$72.7M 715,195 -67,918 -9%
AF
90
Alerus Financial
North Dakota
$71.8M 705,986 +36,288 +5%
DCM
91
Disciplina Capital Management
Tennessee
$70.2M 690,496 -18,277 -3%
EA
92
Efficient Advisors
Ohio
$69.1M 679,239 -26,828 -4%
CAN
93
Cetera Advisor Networks
California
$68.1M 669,930 -87,566 -12%
ZB
94
Zions Bancorporation
Utah
$67.6M 665,180 +55,628 +9%
LS
95
Liquid Strategies
Georgia
$66.2M 652,159 -797,859 -55%
BCWM
96
Bartlett & Co Wealth Management
Ohio
$66M 649,361 +27,407 +4%
BC
97
Bartlett & Co
Ohio
$66M 649,361 +27,407 +4%
MCWS
98
McKinley Carter Wealth Services
West Virginia
$66M 648,959 -66,658 -9%
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$65.7M 645,978 -60,573 -9%
AWS
100
AJ Wealth Strategies
New York
$64.5M 634,506 +582,424 +1,118%
2 3
4
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