AGG icon

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
$4.48B
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
Goldman Sachs
New York
$906M
5
Morgan Stanley
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
5
IG
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1126
Peak Asset Management
Colorado
$416K -$262K -2,718 -39%
MCG
1127
McCollum Christoferson Group
New York
$414K – – –
EWMCB
1128
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$412K -$9.73K -101 -2%
CIR
1129
Clear Investment Research
Georgia
$410K -$4.73K -49 -1%
HWA
1130
Heritage Wealth Advisors
Virginia
$409K +$2.6K +27 +0.6%
V
1131
Veritable
Delaware
$408K +$1.73K +18 +0.4%
RPGK
1132
Retirement Planning Group (Kansas)
Kansas
$408K +$205K +2,126 +101%
BFG
1133
Beacon Financial Group
Texas
$406K +$120K +1,237 +42%
SL
1134
Summitry LLC
California
$404K -$44.8M -465,172 -99%
HFA
1135
High Falls Advisors
New York
$404K -$98.4K -1,022 -20%
BRM
1136
Boston Research & Management
Massachusetts
$404K -$26K -270 -6%
IP
1137
Investment Partners
Ohio
$403K +$403K +4,179 New
SFP
1138
Sandbox Financial Partners
Maryland
$401K -$16.3K -169 -4%
SIM
1139
SSI Investment Management
California
$399K – – –
Brown Advisory
1140
Brown Advisory
Maryland
$398K -$989K -10,242 -71%
WFA
1141
Wade Financial Advisory
California
$395K -$11.2K -116 -3%
PNAA
1142
Pictet North America Advisors
Switzerland
$395K – – –
PAM
1143
Palisade Asset Management
Minnesota
$394K -$44.2K -459 -10%
PMA
1144
Prudent Man Advisors
Illinois
$393K – – –
AIM
1145
Alhambra Investment Management
Florida
$392K -$4.24K -44 -1%
CIP
1146
Chartwell Investment Partners
Pennsylvania
$392K – – –
MCA
1147
MSH Capital Advisors
Arizona
$392K -$110K -1,140 -22%
DSA
1148
Droms Strauss Advisors
Missouri
$391K -$131K -1,359 -25%
IFPG
1149
Intrepid Financial Planning Group
Indiana
$391K -$5.79K -60 -1%
GWAM
1150
Guardian Wealth Advisors (Minnesota)
Minnesota
$388K -$48.4K -502 -11%
44 45
46
47 48