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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 %
RPSA
1001
Richard P. Slaughter Associates
Texas
$662K +$662K +6,518 New
Nomura Asset Management
1002
Nomura Asset Management
Japan
$657K +$657K +71,500 New
NFG
1003
Nations Financial Group
Iowa
$655K +$230K +2,259 +54%
TI
1004
Truepoint Inc
Ohio
$652K +$444K +4,366 +213%
FF
1005
Francis Financial
$650K +$650K +6,313 New
GWM
1006
GDS Wealth Management
Texas
$642K -$23.3M -229,713 -97%
SHJ
1007
Sharkey, Howes & Javer
Colorado
$635K -$249K -2,450 -28%
AWM
1008
Aprio Wealth Management
Georgia
$631K -$537K -5,280 -46%
CA
1009
Claro Advisors
Massachusetts
$626K -$166K -1,637 -21%
DFA
1010
Delta Financial Advisors
Louisiana
$626K -$8.85K -87 -1%
FWA
1011
FOCUS Wealth Advisors
Texas
$624K – – –
CAWM
1012
Capital Advisors Wealth Management
Washington
$614K -$479K -4,710 -44%
CWA
1013
Clarity Wealth Advisors
California
$612K +$219K +2,159 +56%
FNT
1014
First National Trust
Pennsylvania
$610K +$162K +1,590 +36%
KAM
1015
Knightsbridge Asset Management
California
$610K +$305K +3,001 +100%
FWA
1016
FSM Wealth Advisors
Ohio
$609K +$609K +5,903 New
GCA
1017
Gradient Capital Advisors
California
$608K -$13.8K -136 -2%
TNB
1018
Thomasville National Bank
Georgia
$605K -$39K -384 -6%
GT
1019
Greenleaf Trust
Michigan
$605K +$411K +4,037 +211%
SIM
1020
Stratos Investment Management
Ohio
$604K -$448K -4,411 -43%
HFP
1021
Holistic Financial Partners
Indiana
$602K -$243K -2,394 -29%
PFO
1022
Pathstone Family Office
New Jersey
$601K – – –
PWM
1023
Perigon Wealth Management
California
$601K -$1.09M -10,691 -64%
SWP
1024
Strategic Wealth Partners
Ohio
$600K +$91.2K +896 +18%
BS
1025
Boenning & Scattergood
Pennsylvania
$594K -$226K -2,220 -28%
39 40
41
42 43