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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 %
IAG
976
Investment Advisory Group
Massachusetts
$753K -$2.6K -27 -0.3%
CAM
977
Cidel Asset Management
Ontario, Canada
$748K -$789K – –
IHL
978
Investment House LLC
California
$748K +$35.1K +364 +5%
RFG
979
Range Financial Group
Oregon
$738K -$5.78K -60 -0.8%
SWM
980
Stockman Wealth Management
Montana
$737K +$87.2K +905 +13%
LWCFA
981
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$733K – – –
CA
982
Cambridge Advisors
Nebraska
$732K -$129K -1,340 -15%
CA
983
Calton & Associates
Florida
$731K -$18.5K -192 -2%
WAMC
984
Western Asset Management Company
California
$730K +$730K +7,575 New
MAM
985
MMA Asset Management
Pennsylvania
$724K +$65.7K +682 +10%
CGL
986
Clarius Group LLC
Washington
$709K +$709K +7,354 New
SSC
987
Syverson Strege & Co
Iowa
$701K +$394K +4,088 +128%
AP
988
Appleton Partners
Massachusetts
$698K -$212K -2,194 -23%
CFG
989
CKW Financial Group
Hawaii
$691K -$1.22M -12,693 -64%
EW
990
Evoke Wealth
California
$689K – – –
Bank Julius Baer & Co
991
Bank Julius Baer & Co
Switzerland
$680K -$10.9K -113 -2%
EVM
992
Eaton Vance Management
Massachusetts
$679K – – –
SFCL
993
Strengthening Families & Communities LLC
Massachusetts
$675K +$26.7K +277 +4%
FMP
994
Financial Management Professionals
Texas
$671K +$18.5K +192 +3%
ZIG
995
Zullo Investment Group
Pennsylvania
$670K -$60.5K -628 -8%
PCP
996
Proficio Capital Partners
Massachusetts
$664K -$725K -7,522 -52%
AA
997
Advisory Alpha
Michigan
$661K +$99.5K +1,033 +18%
T
998
TNF
Montana
$658K – – –
SWPG
999
Strategic Wealth Partners Group
Illinois
$657K +$143K +1,482 +28%
FWA
1000
FOCUS Wealth Advisors
Texas
$652K +$60.7K +630 +10%
38 39
40
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