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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 %
NCM
1226
Noesis Capital Mangement
Florida
$314K +$305 +3 +0.1%
MFT
1227
Moisand Fitzgerald Tamayo
Florida
$313K -$1.62K -16 -0.5%
MFS
1228
Madrona Financial Services
Washington
$313K – – –
CWS
1229
Confluence Wealth Services
Pennsylvania
$313K +$83.5K +815 +36%
PFC
1230
Phocas Financial Corp
California
$312K – – –
SCA
1231
Stokes Capital Advisors
South Carolina
$311K -$398K -3,910 -56%
State Street
1232
State Street
Massachusetts
$309K -$2.34K -23 -0.8%
WC
1233
Westwind Capital
New Mexico
$309K +$2.85K +28 +0.9%
JPLA
1234
Joseph P. Lucia & Associates
New York
$307K -$118K -1,160 -28%
RIS
1235
Retirement Income Solutions
Michigan
$307K +$307K +3,020 New
DBRC
1236
D.B. Root & Company
Pennsylvania
$306K -$216K -2,133 -41%
KCM
1237
Kanawha Capital Management
Virginia
$306K -$115K -1,130 -27%
GCM
1238
Gables Capital Management
Florida
$305K – – –
TC
1239
Trust Company
Kansas
$305K – – –
BWA
1240
Beam Wealth Advisors
Louisiana
$305K +$407 +4 +0.1%
BEAM
1241
Baker Ellis Asset Management
Washington
$305K +$305K +3,000 New
CPA
1242
Cardiff Park Advisors
California
$302K -$222K -2,180 -42%
FFG
1243
Fullen Financial Group
Ohio
$301K +$1.53K +15 +0.5%
CMP
1244
Courage Miller Partners
Virginia
$300K -$76.4K -753 -20%
KWA
1245
Kellett Wealth Advisors
Ohio
$300K -$56.9K -560 -16%
BFG
1246
Beacon Financial Group
Texas
$300K +$11K +109 +4%
ACK
1247
Andrew C. Karlinski
$300K +$264K +2,605 +744%
OAM
1248
Oak Asset Management
California
$300K +$300K +2,955 New
FAG
1249
Fortitude Advisory Group
Washington
$298K +$5.69K +56 +2%
SWM
1250
Scissortail Wealth Management
Oklahoma
$298K +$56.5K +495 +23%
48 49
50
51 52