AGG icon

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 %
DY
1201
Dowling & Yahnke
California
$316K -$386K -4,010 -55%
MG
1202
Mather Group
Illinois
$315K -$41.7K -433 -12%
PFC
1203
Phocas Financial Corp
California
$315K +$19.2K +200 +7%
HCC
1204
Hirtle Callaghan & Co
Pennsylvania
$315K +$315K +3,270 New
TCOV
1205
Trust Company of Vermont
Vermont
$314K -$3.18K -33 -1%
MFS
1206
Madrona Financial Services
Washington
$314K +$17.8K +185 +6%
CCM
1207
Colorado Capital Management
Colorado
$312K -$29.2K -304 -9%
SSCA
1208
South Shore Capital Advisors
Massachusetts
$311K -$2.02K -21 -0.6%
NP
1209
NorthRock Partners
Minnesota
$310K +$1.25K +13 +0.4%
NCM
1210
Noesis Capital Mangement
Florida
$310K +$12.4K +129 +4%
SG Americas Securities
1211
SG Americas Securities
New York
$310K +$56.9K +591 +22%
FMTC
1212
Farmers & Merchants Trust Company
California
$308K +$308K +3,198 New
SAM
1213
Synergy Asset Management
Washington
$306K +$80.9K +840 +36%
OWA
1214
One Wealth Advisors
California
$306K +$91.1K +946 +42%
GCM
1215
Gibraltar Capital Management
Oklahoma
$302K +$36.3K +377 +14%
RWIA
1216
Roger Wittlin Investment Advisory
California
$302K +$302K +3,138 New
PIA
1217
Perennial Investment Advisors
California
$300K +$29K +301 +11%
WWA
1218
WCG Wealth Advisors
Nevada
$298K +$298K +3,037 New
DWM
1219
Darwin Wealth Management
Florida
$296K -$61K -644 -17%
State Street
1220
State Street
Massachusetts
$296K +$2.89K +30 +1%
MHS
1221
M Holdings Securities
Oregon
$292K -$34K -353 -10%
IFO
1222
Independent Family Office
New York
$292K – – –
BWM
1223
Benchmark Wealth Management
Connecticut
$292K +$292K +3,026 New
SS
1224
Sunbelt Securities
Texas
$291K -$124K -1,285 -30%
JPLA
1225
Joseph P. Lucia & Associates
New York
$290K -$963 -10 -0.3%
47 48
49
50 51