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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 %
CAL
1001
Capital Advisors Ltd
Ohio
$651K -$1.78M -18,424 -73%
BG
1002
Benedetti & Gucer
Georgia
$650K -$2.84M -29,456 -81%
AWMS
1003
Advocacy Wealth Management Services
Georgia
$643K -$244K -2,525 -28%
MIA
1004
MMBG Investment Advisors
Florida
$643K – – –
HWA
1005
HHM Wealth Advisors
Tennessee
$642K -$29.1K -302 -4%
NA
1006
Nottingham Advisors
New York
$634K – – –
CA
1007
Claro Advisors
Massachusetts
$626K – – –
CAM
1008
Concorde Asset Management
Michigan
$622K +$622K +6,456 New
KA
1009
Kovack Advisors
Florida
$620K +$178K +1,848 +40%
RA
1010
RFG Advisory
Alabama
$619K +$100K +1,062 +19%
KF
1011
Krilogy Financial
Missouri
$618K +$170K +1,765 +38%
WAL
1012
W Advisors LLC
Tennessee
$617K +$95.2K +989 +18%
AMR
1013
Asset Management Resources
Massachusetts
$613K -$50.5K -524 -8%
NFG
1014
Nations Financial Group
Iowa
$613K -$7.52K -78 -1%
VCM
1015
Vivaldi Capital Management
Illinois
$610K +$80.8K +843 +15%
BOM
1016
Bank of Marin
California
$606K -$174K -1,808 -22%
PFM
1017
Parsec Financial Management
North Carolina
$606K -$84.9K -881 -12%
BL
1018
BFSG LLC
California
$602K -$88.3K -916 -13%
RBC
1019
Romano Brothers & Co
Illinois
$602K +$602K +6,254 New
GLA
1020
Good Life Advisors
Pennsylvania
$595K -$210K -2,181 -26%
EWA
1021
EverSource Wealth Advisors
Alabama
$593K +$124K +1,289 +26%
IFWM
1022
Institute for Wealth Management
Colorado
$592K -$74.1K -769 -11%
RF
1023
Resolute Financial
Massachusetts
$588K -$61.9K -642 -10%
WW
1024
Westshore Wealth
California
$587K +$25.8K +268 +5%
TVAMP
1025
Tennessee Valley Asset Management Partners
Tennessee
$584K -$788K -8,183 -57%
39 40
41
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