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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.

Holders
1,483
Holders Change
-44
Holders Change %
-2.88%
% of All Funds
25.65%
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
1
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
3
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
4
Goldman Sachs
New York
$906M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EA
76
Evergreen Advisors
Tennessee
$75.9M 788,106 -1,785 -0.2%
MCWS
77
McKinley Carter Wealth Services
West Virginia
$75.5M 783,938 +134,979 +21%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$75.5M 783,904 +149,787 +24%
NA
79
NewEdge Advisors
Louisiana
$71.7M 744,670 -61,908 -8%
CAN
80
Cetera Advisor Networks
California
$71.1M 737,598 +67,668 +10%
CG
81
Colony Group
Massachusetts
$70.9M 735,484 -17,814 -2%
HighTower Advisors
82
HighTower Advisors
Illinois
$69.9M 725,611 -61,807 -8%
ZIM
83
Zacks Investment Management
Illinois
$69.7M 723,287 +3,670 +0.5%
KWM
84
Kingsview Wealth Management
Oregon
$69.2M 718,570 -9,533 -1%
CTB
85
Country Trust Bank
Illinois
$66.8M 693,215 -22,604 -3%
Victory Capital Management
86
Victory Capital Management
Texas
$65M 675,014 -404,640 -37%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$64.8M 672,326 -42,869 -6%
EA
88
Efficient Advisors
Ohio
$64.7M 671,661 -7,578 -1%
ZB
89
Zions Bancorporation
Utah
$64.6M 670,865 +5,685 +0.9%
AF
90
Alerus Financial
North Dakota
$64M 664,118 -41,868 -6%
BHWM
91
Bar Harbor Wealth Management
New Hampshire
$63.9M 663,211 +17,233 +3%
DCM
92
Disciplina Capital Management
Tennessee
$62.8M 651,691 -38,805 -6%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$62.7M 651,048 +1,687 +0.3%
BC
94
Bartlett & Co
Ohio
$62.7M 651,048 +1,687 +0.3%
BPA
95
Beacon Pointe Advisors
California
$59.8M 620,577 +42,271 +7%
CA
96
Cambridge Associates
Massachusetts
$59.7M 619,529 +18,778 +3%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$59.6M 618,877 -105,208 -15%
AWS
98
AJ Wealth Strategies
New York
$58.4M 605,792 -28,714 -5%
BCI
99
Brinker Capital Investments
Pennsylvania
$57.4M 595,943 -8,478 -1%
TCM
100
Twele Capital Management
Minnesota
$57.3M 594,439 +2,690 +0.5%
2 3
4
5 6