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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 %
GFP
1176
Guardian Financial Partners
California
$372K +$372K +3,656 New
CPW
1177
Catalyst Private Wealth
California
$371K -$27.4K -270 -7%
EWM
1178
Executive Wealth Management
Michigan
$370K -$134K -1,317 -27%
HCP
1179
Hexagon Capital Partners
Arkansas
$370K +$53.2K +523 +17%
PG
1180
Proffitt & Goodson
Tennessee
$369K +$191K +1,878 +107%
Susquehanna International Group
1181
Susquehanna International Group
Pennsylvania
$367K -$7.9M -77,700 -96%
CFFP
1182
Center for Financial Planning
Michigan
$366K -$654K -6,432 -64%
CIAS
1183
Capital Investment Advisory Services
North Carolina
$366K -$44.2K -435 -11%
IWS
1184
Insight Wealth Strategies
California
$366K -$34.7K -341 -9%
BHBT
1185
Burke & Herbert Bank & Trust
Virginia
$364K – – –
CCA
1186
Cadent Capital Advisors
Oklahoma
$362K +$2.54K +25 +0.7%
ICP
1187
Interchange Capital Partners
Pennsylvania
$362K +$362K +3,567 New
KW
1188
KWB Wealth
California
$361K -$307K -3,024 -46%
CCM
1189
Colorado Capital Management
Colorado
$361K -$70.4K -692 -16%
V
1190
VeraBank
Texas
$361K +$3.86K +38 +1%
BP
1191
BBR Partners
New York
$360K +$127K +1,252 +55%
WF
1192
Welch & Forbes
Massachusetts
$358K -$10.2K -100 -3%
LHEI
1193
Leo H. Evart Inc
California
$358K +$1.83K +18 +0.5%
FFA
1194
Founders Financial Alliance
North Carolina
$358K +$164K +1,609 +84%
HIS
1195
Harvest Investment Services
Illinois
$353K +$9.15K +90 +3%
CAM
1196
Cubic Asset Management
Massachusetts
$350K -$1.53K -15 -0.4%
BPCE
1197
Bank Pictet & Cie (Europe)
Germany
$349K -$13.7K -135 -4%
ST
1198
Smithfield Trust
Pennsylvania
$347K -$5.07M -49,844 -94%
Principal Financial Group
1199
Principal Financial Group
Iowa
$347K -$3.2M -31,412 -90%
NEPPG
1200
New England Professional Planning Group
Rhode Island
$345K – – –
46 47
48
49 50