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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 %
HHGA
1126
Halbert Hargrove Global Advisors
California
$440K -$459K -4,518 -51%
SFP
1127
Sandbox Financial Partners
Maryland
$440K -$74.1K -729 -14%
SS
1128
Sunbelt Securities
Texas
$438K -$58.4K -574 -12%
SCA
1129
Sage Capital Advisors
South Dakota
$438K -$35.9K -353 -8%
CIR
1130
Clear Investment Research
Georgia
$437K -$33.8K -333 -7%
MCG
1131
McCollum Christoferson Group
New York
$437K – – –
PCMC
1132
Private Capital Management (Colorado)
Colorado
$436K – – –
FAN
1133
Financial Advisors Network
California
$434K -$63.2K -622 -13%
RWA
1134
River Wealth Advisors
Pennsylvania
$430K – – –
HWA
1135
Heritage Wealth Advisors
Virginia
$429K -$157K -1,540 -27%
V
1136
Veritable
Delaware
$429K – – –
WFA
1137
Wade Financial Advisory
California
$429K +$3.05K +30 +0.7%
TC
1138
Tenret Company
Florida
$428K -$9.21M -90,485 -96%
GAA
1139
Global Assets Advisory
Florida
$428K +$428K +4,203 New
LNWWM
1140
Laird Norton Wetherby Wealth Management
California
$424K -$47.5K -467 -10%
SIM
1141
SSI Investment Management
California
$423K -$22.2M -218,543 -98%
SB
1142
Strategic Blueprint
Georgia
$423K +$46.1K +454 +12%
AIM
1143
Alhambra Investment Management
Florida
$419K +$43.1K +423 +11%
MCWA
1144
Meadow Creek Wealth Advisors
Georgia
$418K -$7.11K -70 -2%
IFPG
1145
Intrepid Financial Planning Group
Indiana
$418K +$418K +4,115 New
ORC
1146
O'Rourke & Company
Massachusetts
$417K -$237K -2,331 -36%
PNAA
1147
Pictet North America Advisors
Switzerland
$417K – – –
DAM
1148
Delta Asset Management
Tennessee
$416K -$5.19K -51 -1%
PMA
1149
Prudent Man Advisors
Illinois
$415K – – –
CIP
1150
Chartwell Investment Partners
Pennsylvania
$414K – – –
44 45
46
47 48