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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 %
GEA
1176
Glen Eagle Advisors
New Jersey
$362K +$38.1K +395 +12%
EWM
1177
Evercore Wealth Management
New York
$361K +$144K +1,499 +67%
B
1178
Bensler
Washington
$357K +$867 +9 +0.2%
THWM
1179
Taylor Hoffman Wealth Management
Virginia
$355K – – –
FAN
1180
Financial Advisors Network
California
$354K -$57.7K -599 -14%
GFP
1181
Guardian Financial Partners
California
$354K +$2.02K +21 +0.6%
CWA
1182
Centennial Wealth Advisory
Michigan
$354K +$34.9K +362 +11%
HCP
1183
Hexagon Capital Partners
Arkansas
$347K -$3.57K -37 -1%
SRC
1184
Shufro Rose & Co
New York
$342K +$16.1K +167 +5%
LHEI
1185
Leo H. Evart Inc
California
$341K +$2.02K +21 +0.6%
BA
1186
Bridge Advisory
California
$340K -$44.5K -462 -12%
CTA
1187
Colonial Trust Advisors
South Carolina
$340K +$340K +3,526 New
AWM
1188
Avior Wealth Management
Nebraska
$338K -$837K -8,941 -71%
CSWM
1189
Cassady Schiller Wealth Management
Ohio
$338K -$112K -1,167 -25%
NEPPG
1190
New England Professional Planning Group
Rhode Island
$336K +$9.91K +103 +3%
RMC
1191
Regis Management Company
California
$333K +$333K +3,460 New
CAM
1192
Cubic Asset Management
Massachusetts
$332K – – –
BWL
1193
Bogart Wealth LLC
Virginia
$330K +$7.8K +81 +2%
RWA
1194
River Wealth Advisors
Pennsylvania
$329K -$79.4K -823 -19%
PJSIMP
1195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K -$491K -5,239 -60%
CFA
1196
Compass Financial Advisors
Indiana
$328K +$10K +104 +3%
TCMP
1197
Thrive Capital Management (Pennsylvania)
Pennsylvania
$325K +$325K +3,375 New
CCG
1198
Coastwise Capital Group
California
$321K +$20.4K +212 +7%
BPCE
1199
Bank Pictet & Cie (Europe)
Germany
$319K -$12K -125 -4%
EAM
1200
Evanson Asset Management
California
$317K +$1.83K +19 +0.6%
46 47
48
49 50