AGG icon

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 %
CFCI
1026
Comprehensive Financial Consultants Institutional
Indiana
$594K -$1.53K -15 -0.3%
AIM
1027
Axiom Investment Management
New York
$594K +$27.8K +274 +5%
AAM
1028
Ameraudi Asset Management
New York
$594K +$594K +5,838 New
HIP
1029
HUB Investment Partners
Texas
$593K -$173K -1,703 -23%
AA
1030
Advisory Alpha
Michigan
$593K -$7.93K -78 -1%
SCG
1031
Sonata Capital Group
Washington
$592K – – –
WW
1032
Westshore Wealth
California
$592K +$234K +2,305 +66%
RFA
1033
Resurgent Financial Advisors
Georgia
$591K +$143K +1,402 +32%
RWM
1034
Reston Wealth Management
Virginia
$588K +$290K +2,850 +97%
ARC
1035
Advisor Resource Council
Texas
$587K +$587K +5,775 New
SP
1036
Successful Portfolios
Florida
$586K -$71.1K -699 -11%
PGFC
1037
Peapack-Gladstone Financial Corp
New Jersey
$584K +$12.9K +127 +2%
Neuberger Berman Group
1038
Neuberger Berman Group
New York
$583K -$15.6K -153 -3%
HAC
1039
Harbor Advisory Corp
New Hampshire
$580K -$521K -5,118 -47%
BIAS
1040
Beacon Investment Advisory Services
New Jersey
$576K -$233K -2,285 -29%
FCA
1041
FinTrust Capital Advisors
South Carolina
$573K +$63.1K +610 +12%
TWM
1042
Titus Wealth Management
California
$571K +$272K +2,679 +91%
CSPIA
1043
Cary Street Partners Investment Advisory
Virginia
$570K +$267K +2,623 +88%
LJAC
1044
L.J. Altfest & Co
New York
$569K +$23.4K +230 +4%
AIC
1045
Archer Investment Corporation
Indiana
$564K -$44.4K -437 -7%
RA
1046
RFG Advisory
Alabama
$564K +$75.2K +733 +15%
BSW
1047
Buckingham Strategic Wealth
Missouri
$563K -$63.1K -620 -10%
VCM
1048
Vivaldi Capital Management
Illinois
$562K +$23.8K +234 +4%
JWCA
1049
J.W. Coons Advisors
Ohio
$561K -$8.65K -85 -2%
GPC
1050
Garrison Point Capital
California
$561K – – –
40 41
42
43 44