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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 %
CFA
1101
Cahill Financial Advisors
Minnesota
$476K +$10.6K +104 +2%
MCM
1102
Mattern Capital Management
Colorado
$476K +$105K +1,031 +28%
CSWM
1103
Cassady Schiller Wealth Management
Ohio
$475K – – –
PAMG
1104
Patton Albertson Miller Group
Tennessee
$473K -$27.4K -269 -5%
KF
1105
Krilogy Financial
Missouri
$472K -$166K -1,629 -26%
IWMA
1106
Ironwood Wealth Management (Arizona)
Arizona
$469K -$1.93K -19 -0.4%
WWM
1107
Wolff Wiese Magana
California
$467K – – –
KA
1108
Kovack Advisors
Florida
$466K -$70.4K -693 -13%
SWM
1109
Silverlake Wealth Management
Vermont
$466K -$9.66K -95 -2%
PAM
1110
Palisade Asset Management
Minnesota
$462K -$41.4K -407 -8%
SCM
1111
Stordahl Capital Management
Colorado
$461K -$342K -3,367 -43%
GWAM
1112
Guardian Wealth Advisors (Minnesota)
Minnesota
$460K -$147K -1,452 -24%
AA
1113
ACT Advisors
North Carolina
$460K -$72.1K -709 -14%
SWA
1114
SOA Wealth Advisors
New York
$460K -$19.1K -188 -4%
EIA
1115
Edgemoor Investment Advisors
Maryland
$460K – – –
WA
1116
Wealthstar Advisors
Texas
$460K – – –
P
1117
&Partners
Tennessee
$455K – – –
BRM
1118
Boston Research & Management
Massachusetts
$454K +$8.84K +87 +2%
MIC
1119
Means Investment Company
Maine
$453K +$193K +1,902 +74%
SAMC
1120
Spectrum Asset Management (Connecticut)
Connecticut
$452K -$9.9M -97,357 -96%
TWP
1121
Tempus Wealth Planning
California
$450K +$63.2K +621 +16%
AFM
1122
Andesa Financial Management
Pennsylvania
$449K -$9.87K -97 -2%
TAM
1123
Tocqueville Asset Management
New York
$447K – – –
EWMCB
1124
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$445K +$184K +1,812 +71%
TBWA
1125
Three Bridge Wealth Advisors
California
$442K +$197K +1,933 +80%
43 44
45
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