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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 %
JWCA
1051
J.W. Coons Advisors
Ohio
$531K – – –
HAC
1052
Harbor Advisory Corp
New Hampshire
$530K -$19.3K -200 -4%
LA
1053
LexAurum Advisors
Kansas
$530K +$530K +5,498 New
CSPIA
1054
Cary Street Partners Investment Advisory
Virginia
$527K -$13K -135 -2%
RCP
1055
Rothschild Capital Partners
New York
$525K – – –
HIP
1056
HUB Investment Partners
Texas
$524K -$38.2K -396 -7%
BIAS
1057
Beacon Investment Advisory Services
New Jersey
$524K -$21.3K -221 -4%
T
1058
TrueFG
Texas
$524K +$23.9K +248 +5%
GCA
1059
Gradient Capital Advisors
California
$521K -$55.3K -574 -10%
MPCG
1060
Matrix Private Capital Group
New York
$519K +$151K +1,565 +41%
JSL
1061
JT Stratford LLC
Georgia
$518K -$738K -7,664 -59%
LJAC
1062
L.J. Altfest & Co
New York
$518K -$21.3K -221 -4%
IWN
1063
Independent Wealth Network
Iowa
$518K -$12.6K -131 -2%
HWM
1064
Howard Wealth Management
Connecticut
$515K – – –
TWP
1065
Total Wealth Planning
Ohio
$512K +$512K +5,315 New
IAA
1066
Independent Advisor Alliance
North Carolina
$510K +$193 +2 +0%
WIA
1067
Westbourne Investment Advisors
Maryland
$509K -$2.41K -25 -0.5%
WF
1068
Welch & Forbes
Massachusetts
$506K +$167K +1,729 +49%
CCA
1069
Childress Capital Advisors
Texas
$505K – – –
TF
1070
Tompkins Financial
New York
$501K – – –
FCA
1071
FinTrust Capital Advisors
South Carolina
$496K -$30.4K -320 -6%
CQS
1072
Credential Qtrade Securities
$495K – – –
MIH
1073
Meitav Investment House
Israel
$495K +$495K +5,137 New
OPWM
1074
Oxinas Partners Wealth Management
Indiana
$493K +$493K +5,112 New
AFM
1075
Andesa Financial Management
Pennsylvania
$490K +$65K +675 +15%
41 42
43
44 45