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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
1
Wells Fargo
California
$5.64B
2
RJA
2
Raymond James & Associates
Florida
$4.11B
3
Members Trust
3
Members Trust
Florida
$417M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$576M
5
Truist Financial
5
Truist Financial
North Carolina
$495M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.68B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$1.22B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$47.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$558M
5
Creative Planning
5
Creative Planning
Kansas
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
1201
Shufro Rose & Co
New York
$344K -$2.09M -20,483 -86%
MHS
1202
M Holdings Securities
Oregon
$344K -$33.5K -330 -9%
GEA
1203
Glen Eagle Advisors
New Jersey
$342K -$108K -1,062 -24%
BWL
1204
Bogart Wealth LLC
Virginia
$340K – – –
FVWA
1205
Foster Victor Wealth Advisors
South Carolina
$340K +$340K +3,334 New
CWA
1206
Centennial Wealth Advisory
Michigan
$337K +$26.9K +265 +9%
KOC
1207
Koss-Olinger Consulting
Florida
$336K – – –
CFA
1208
Compass Financial Advisors
Indiana
$336K +$508 +5 +0.2%
TCOV
1209
Trust Company of Vermont
Vermont
$335K +$335K +3,291 New
MA
1210
Momentum Advisors
New York
$335K +$335K +3,294 New
OPCM
1211
Osborne Partners Capital Management
California
$335K +$335K +3,296 New
HBT
1212
Hills Bank & Trust
Iowa
$334K +$132K +1,301 +66%
EAM
1213
Evanson Asset Management
California
$332K +$1.63K +16 +0.5%
HIM
1214
Hanlon Investment Management
New Jersey
$331K +$331K +3,256 New
SSCA
1215
South Shore Capital Advisors
Massachusetts
$330K -$62.8K -618 -16%
ES
1216
ETF Store
Kansas
$329K -$11.6K -113 -3%
IWP
1217
IAG Wealth Partners
Wisconsin
$328K -$856K -8,427 -72%
GP
1218
Girard Partners
Pennsylvania
$328K -$198K -1,950 -38%
NP
1219
NorthRock Partners
Minnesota
$326K -$27K -265 -8%
RWA
1220
Ropes Wealth Advisors
Massachusetts
$325K +$102 +1 +0%
SSC
1221
Syverson Strege & Co
Iowa
$324K -$50.6K -497 -14%
BFIM
1222
Beese Fulmer Investment Management
Ohio
$324K +$324K +3,190 New
TRCT
1223
Tower Research Capital (TRC)
New York
$318K -$745K -7,325 -70%
CCG
1224
Coastwise Capital Group
California
$317K +$317K +3,117 New
IIA
1225
IPG Investment Advisors
California
$314K -$158K -1,550 -33%
47 48
49
50 51