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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.

Holders
1,483
Holders Change
-44
Holders Change %
-2.88%
% of All Funds
25.65%
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
1
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
3
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
4
Goldman Sachs
New York
$906M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LS
101
Liquid Strategies
Georgia
$57.1M 593,975 -58,184 -9%
FCH
102
Freestone Capital Holdings
Washington
$57M 592,060 -19,417 -3%
MA
103
MCF Advisors
Kentucky
$57M 591,283 -552,599 -48%
Franklin Resources
104
Franklin Resources
California
$55.2M 572,813 +152,854 +36%
MML Investors Services
105
MML Investors Services
Massachusetts
$55M 570,866 +45,463 +9%
BCM
106
Brookstone Capital Management
Illinois
$50.1M 524,465 -11,140 -2%
FBFS
107
First Business Financial Services
Wisconsin
$50.1M 519,581 -10,688 -2%
BWM
108
Baystate Wealth Management
Massachusetts
$49.1M 510,108 +176,982 +53%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$49M 508,255 +38,366 +8%
FMC
110
First Merchants Corp
Indiana
$48.3M 501,039 +31,628 +7%
COCM
111
Charter Oak Capital Management
New Hampshire
$48M 498,294 -17,860 -3%
CFG
112
Compton Financial Group
Maryland
$47.6M 494,491 +20,840 +4%
TWM
113
Tanglewood Wealth Management
Texas
$45.7M 474,049 -253,880 -35%
JWA
114
JFS Wealth Advisors
Pennsylvania
$45.6M 473,784 +1,888 +0.4%
SOMRS
115
State of Michigan Retirement System
Michigan
$45M 467,500 – –
EWA
116
EP Wealth Advisors
California
$44.9M 465,543 -140,524 -23%
SMM
117
Stadion Money Management
Georgia
$44.8M 465,475 +274,014 +143%
RhumbLine Advisers
118
RhumbLine Advisers
Massachusetts
$44.7M 464,464 +217,112 +88%
BBVA
119
Banco Bilbao Vizcaya Argentaria
Spain
$44.7M 465,086 +126,470 +37%
AIP
120
Ameritas Investment Partners
Nebraska
$44.1M 457,830 -11,115 -2%
SMFG
121
Sumitomo Mitsui Financial Group
Japan
$44M 456,349 +9,373 +2%
AFC
122
Adaptive Financial Consulting
Ohio
$43.8M 454,697 +28,968 +7%
CHP
123
Cable Hill Partners
Oregon
$43.4M 450,100 -7,496 -2%
PFM
124
Phillips Financial Management
Indiana
$43.2M 448,220 +18,366 +4%
VC
125
Vicus Capital
Pennsylvania
$42.9M 445,619 +151,685 +52%
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5
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