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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
$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 %
MCWA
1151
Meadow Creek Wealth Advisors
Georgia
$388K -$8.58K -89 -2%
SCA
1152
Stokes Capital Advisors
South Carolina
$384K +$89.4K +928 +30%
DAM
1153
Delta Asset Management
Tennessee
$383K -$10.6K -110 -3%
P
1154
&Partners
Tennessee
$382K -$36.1K -386 -9%
TC
1155
TownSquare Capital
Utah
$381K -$7.78M -80,747 -95%
EAMA
1156
EFG Asset Management (Americas)
Florida
$381K -$96.7K -1,004 -20%
HGWM
1157
Harvest Group Wealth Management
Massachusetts
$380K -$97.7K -1,042 -20%
CA
1158
Clearstead Advisors
Ohio
$380K +$232K +2,405 +156%
HIM
1159
Hanlon Investment Management
New Jersey
$378K +$64.2K +666 +20%
CHC
1160
City Holding Co
West Virginia
$378K +$170K +1,762 +82%
CWA
1161
Clarity Wealth Advisors
California
$377K -$202K -2,100 -35%
BWP
1162
BSW Wealth Partners
Colorado
$377K -$14.7K -153 -4%
TPWM
1163
Twelve Points Wealth Management
Massachusetts
$375K – – –
SOS
1164
Silver Oak Securities
Tennessee
$375K -$280K -2,976 -43%
CT
1165
Columbia Trust
Oregon
$374K -$136K -1,410 -27%
IA
1166
IFG Advisory
Georgia
$373K -$341K -3,551 -48%
SRC
1167
Sage Rhino Capital
California
$371K – – –
HC
1168
Hamilton Capital
Ohio
$370K +$370K +3,844 New
PFA
1169
Pathway Financial Advisors
Vermont
$369K +$369K +3,830 New
AFS
1170
AFG Fiduciary Services
Massachusetts
$366K -$1.09M -11,285 -75%
IWS
1171
Insight Wealth Strategies
California
$366K – – –
FAG
1172
Fortitude Advisory Group
Washington
$365K +$82.1K +851 +29%
CPC
1173
Consolidated Planning Corp
Georgia
$364K +$134K +1,392 +58%
BPWM
1174
Badgley Phelps Wealth Managers
Washington
$363K -$14.1K -146 -4%
BO
1175
Bank OZK
Arkansas
$362K +$108K +1,120 +42%
45 46
47
48 49