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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 %
SFO
1151
Stokes Family Office
Louisiana
$413K -$241K -2,375 -37%
BWP
1152
BSW Wealth Partners
Colorado
$413K -$4.47K -44 -1%
WCFA
1153
Walkner Condon Financial Advisors
Wisconsin
$406K -$153K -1,504 -27%
BA
1154
Bridge Advisory
California
$406K +$104K +1,021 +34%
JCM
1155
Janney Capital Management
Pennsylvania
$406K +$406K +3,997 New
BPWM
1156
Badgley Phelps Wealth Managers
Washington
$398K -$25.8K -254 -6%
UWPG
1157
Ullmann Wealth Partners Group
Florida
$396K -$3.59M -35,302 -90%
TPWM
1158
Twelve Points Wealth Management
Massachusetts
$395K -$16.9K -166 -4%
HCM
1159
Hudson Capital Management
New Jersey
$391K -$15.9K -156 -4%
SRC
1160
Sage Rhino Capital
California
$391K -$1.73K -17 -0.4%
DWM
1161
Darwin Wealth Management
Florida
$389K -$60.4K -585 -13%
MPCG
1162
Matrix Private Capital Group
New York
$389K +$18.2K +179 +5%
DP
1163
DDD Partners
Washington
$388K -$16.4M -160,830 -98%
EA
1164
Emerald Advisors
Washington
$387K +$44.5K +438 +13%
HNW
1165
High Note Wealth
Minnesota
$384K +$142K +1,397 +59%
BFG
1166
Bouchey Financial Group
New York
$383K -$25.1M -247,028 -98%
CWM
1167
Curi Wealth Management
North Carolina
$383K +$11.7K +115 +3%
MAWCM
1168
Mine & Arao Wealth Creation & Management
California
$381K +$711 +7 +0.2%
CC
1169
Cypress Capital
Tennessee
$380K +$2.13K +21 +0.6%
THWM
1170
Taylor Hoffman Wealth Management
Virginia
$377K – – –
MG
1171
Mather Group
Illinois
$377K +$58.8K +578 +18%
B
1172
Bensler
Washington
$376K -$67.1K -660 -15%
SC
1173
Stephens Consulting
Michigan
$375K +$18.4K +181 +5%
SIS
1174
Sound Income Strategies
Florida
$374K +$164K +1,612 +78%
JSAM
1175
J. Safra Asset Management
New York
$374K +$370K +139,778 +10,323%
45 46
47
48 49