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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
$5.64B
2
RJA
Raymond James & Associates
Florida
$4.11B
3
Members Trust
Members Trust
Florida
$417M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$576M
5
Truist Financial
Truist Financial
North Carolina
$495M

Top Sellers

1
BlackRock
BlackRock
New York
$3.68B
2
MFRM
Milliman Financial Risk Management
Illinois
$1.22B
3
SOMRS
State of Michigan Retirement System
Michigan
$47.5M
4
Goldman Sachs
Goldman Sachs
New York
$558M
5
Creative Planning
Creative Planning
Kansas
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1076
TrueFG
Texas
$528K +$111K +1,088 +26%
CBN
1077
Cadence Bank NA
Texas
$526K +$4.27K +42 +0.8%
BFEC
1078
Benjamin F. Edwards & Company
Missouri
$525K +$121K +1,194 +30%
IIC
1079
Ironwood Investment Counsel
Arizona
$523K -$33.6K -331 -6%
D
1080
Dentgroup
Louisiana
$523K +$208K +2,039 +66%
CQS
1081
Credential Qtrade Securities
$522K -$3.86K -38 -0.7%
MWM
1082
Madison Wealth Management
Ohio
$516K -$954K -9,378 -65%
CDIA
1083
Capital Directions Investment Advisors
Georgia
$516K +$53.2K +523 +11%
SFG
1084
Sage Financial Group
Pennsylvania
$513K +$513K +5,042 New
W
1085
WealthOne
New York
$511K -$15.5K -152 -3%
FTCM
1086
First Trust Capital Management
Illinois
$511K +$511K +4,977 New
3LCM
1087
3D/L Capital Management
Connecticut
$508K +$121K +1,186 +31%
TLFA
1088
True Link Financial Advisors
California
$507K -$43.3K -426 -8%
EAMA
1089
EFG Asset Management (Americas)
Florida
$504K -$213K -2,099 -30%
FIA
1090
Foundations Investment Advisors
Arizona
$501K +$117K +1,154 +31%
MOS
1091
MGO One Seven
Ohio
$498K -$223K -2,192 -31%
EWA
1092
EverSource Wealth Advisors
Alabama
$495K -$142K -1,401 -22%
HR
1093
Howe & Rusling
New York
$494K +$33K +325 +7%
FOA
1094
Five Oceans Advisors
California
$487K -$9.45K -93 -2%
BCM
1095
Brookmont Capital Management
Texas
$486K -$115K -1,131 -19%
KWM
1096
KerberRose Wealth Management
Wisconsin
$484K +$484K +4,761 New
SIC
1097
Sterling Investment Counsel
New York
$483K +$483K +4,750 New
FHC
1098
First Heartland Consultants
Missouri
$480K -$22.8K -225 -5%
SAF
1099
Smith Anglin Financial
Texas
$479K -$38K -374 -7%
PS
1100
Planned Solutions
California
$476K -$102 -1 -0%
42 43
44
45 46