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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 %
UWPG
1026
Ullmann Wealth Partners Group
Florida
$580K +$204K +2,122 +54%
PWM
1027
Perigon Wealth Management
California
$579K +$9.74K +101 +2%
LC
1028
LCNB Corp
Ohio
$575K +$59K +612 +11%
DFA
1029
Delta Financial Advisors
Louisiana
$572K -$20.9K -217 -4%
FWA
1030
FSM Wealth Advisors
Ohio
$572K +$3.37K +35 +0.6%
HFP
1031
Holistic Financial Partners
Indiana
$571K +$482 +5 +0.1%
Neuberger Berman Group
1032
Neuberger Berman Group
New York
$567K +$15.2K +158 +3%
WC
1033
Whitney & Co
New York
$563K +$563K +5,847 New
SCG
1034
Sonata Capital Group
Washington
$561K – – –
FT
1035
Fiduciary Trust
Massachusetts
$559K -$685K -7,107 -55%
RFA
1036
Resurgent Financial Advisors
Georgia
$555K -$5.11K -53 -0.9%
HGERS
1037
Householder Group Estate & Retirement Specialist
Arizona
$553K -$142K -1,472 -20%
B
1038
Brightworth
Georgia
$553K +$338K +3,506 +157%
CFCI
1039
Comprehensive Financial Consultants Institutional
Indiana
$549K -$3.79K -40 -0.7%
MHR
1040
Matthew Hamilton Rosenberg
$548K -$86.6K -899 -14%
BS
1041
Boenning & Scattergood
Pennsylvania
$543K -$19.9K -206 -4%
TNB
1042
Thomasville National Bank
Georgia
$542K -$31.5K -327 -5%
AIM
1043
Axiom Investment Management
New York
$540K -$22.3K -232 -4%
SP
1044
Successful Portfolios
Florida
$538K -$17.6K -183 -3%
CCFM
1045
Clear Creek Financial Management
Washington
$536K -$125K -1,294 -19%
TDWM
1046
Topel & Distasi Wealth Management
California
$536K -$121K -1,261 -18%
MIC
1047
Means Investment Company
Maine
$536K +$107K +1,110 +25%
AIC
1048
Archer Investment Corporation
Indiana
$534K +$96 +1 +0%
GPC
1049
Garrison Point Capital
California
$532K – – –
HWM
1050
Horizons Wealth Management
North Carolina
$532K +$14.1K +146 +3%
40 41
42
43 44