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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 %
FNBOMD
1101
First National Bank of Mount Dora
Florida
$452K -$574K -5,962 -56%
SL
1102
SWMG LLC
Texas
$447K +$447K +4,637 New
SPA
1103
Sentinel Pension Advisors
Massachusetts
$446K -$1.44M -14,940 -76%
NL
1104
Navalign LLC
California
$446K -$57K -591 -11%
WWM
1105
Wolff Wiese Magana
California
$443K – – –
ICG
1106
InterOcean Capital Group
Tennessee
$442K -$347K -3,597 -44%
SWM
1107
Silverlake Wealth Management
Vermont
$442K +$385 +4 +0.1%
SIA
1108
SkyView Investment Advisors
New Jersey
$441K +$441K +4,578 New
WA
1109
Wealthstar Advisors
Texas
$440K – – –
CI
1110
CX Institutional
Indiana
$436K -$1.67M -17,330 -79%
BFEC
1111
Benjamin F. Edwards & Company
Missouri
$436K -$61.5K -639 -12%
GWM
1112
GDS Wealth Management
Texas
$434K -$174K -1,810 -29%
AA
1113
ACT Advisors
North Carolina
$434K -$2.02K -21 -0.5%
MCM
1114
Mattern Capital Management
Colorado
$433K -$18.7K -194 -4%
SFO
1115
Stokes Family Office
Louisiana
$433K +$42K +436 +11%
TBWA
1116
Three Bridge Wealth Advisors
California
$427K +$8.67K +90 +2%
SDWMA
1117
Schneider Downs Wealth Management Advisors
Pennsylvania
$426K +$426K +4,422 New
TAM
1118
Tocqueville Asset Management
New York
$424K – – –
EIA
1119
Edgemoor Investment Advisors
Maryland
$422K -$13.5K -140 -3%
GKWIM
1120
Gerber Kawasaki Wealth & Investment Management
California
$421K +$421K +4,378 New
LA
1121
Latitude Advisors
Florida
$419K -$99.1K -1,029 -19%
HHGA
1122
Halbert Hargrove Global Advisors
California
$419K +$2.41K +25 +0.6%
LNWWM
1123
Laird Norton Wetherby Wealth Management
California
$419K +$17.3K +180 +4%
CFFP
1124
Center for Financial Planning
Michigan
$419K +$71.9K +746 +21%
HIC
1125
Hartline Investment Corp
Illinois
$419K +$419K +4,350 New
43 44
45
46 47