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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$64.2M 634,117 +267,684 +73%
FCH
102
Freestone Capital Holdings
Washington
$62.2M 611,477 -48,969 -7%
EWA
103
EP Wealth Advisors
California
$61.6M 606,067 +239,984 +66%
BCI
104
Brinker Capital Investments
Pennsylvania
$61.5M 604,421 -52,499 -8%
CA
105
Cambridge Associates
Massachusetts
$61.1M 600,751 +1,100 +0.2%
CAAS
106
Capital Asset Advisory Services
Michigan
$60.5M 595,420 +43,812 +8%
TCM
107
Twele Capital Management
Minnesota
$60.2M 591,749 -45,795 -7%
BPA
108
Beacon Pointe Advisors
California
$58.8M 578,306 +18,881 +3%
Sumitomo Mitsui Trust Group
109
Sumitomo Mitsui Trust Group
Japan
$54.8M 539,003 +186,577 +53%
BCM
110
Brookstone Capital Management
Illinois
$54.2M 535,605 -170,933 -24%
FBFS
111
First Business Financial Services
Wisconsin
$53.9M 530,269 -5,160 -1%
MML Investors Services
112
MML Investors Services
Massachusetts
$53.4M 525,403 -59,519 -10%
COCM
113
Charter Oak Capital Management
New Hampshire
$52.5M 516,154 +11,181 +2%
G
114
GenTrust
Florida
$51.5M 506,462 +479,161 +1,755%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$50.8M 500,000 +500,000 New
ANB
116
Amarillo National Bank
Texas
$50.8M 499,139 -4,491 -0.9%
Barclays
117
Barclays
United Kingdom
$49.9M 490,672 +81,463 +20%
CWM
118
Campbell Wealth Management
Virginia
$49.5M 486,919 -205,390 -30%
MIM
119
MetLife Investment Management
New Jersey
$49.3M 485,100 -48,800 -9%
CFG
120
Compton Financial Group
Maryland
$48.2M 473,651 +4,393 +0.9%
JWA
121
JFS Wealth Advisors
Pennsylvania
$48M 471,896 +5,951 +1%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$47.8M 469,889 -246,308 -34%
FMC
123
First Merchants Corp
Indiana
$47.7M 469,411 -168,783 -26%
SL
124
Summitry LLC
California
$47.7M 469,368 -9,115 -2%
AIP
125
Ameritas Investment Partners
Nebraska
$47.7M 468,945 -15,199 -3%
3 4
5
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