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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.

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 %
KCM
1226
Kanawha Capital Management
Virginia
$290K – – –
CMP
1227
Courage Miller Partners
Virginia
$290K +$5.58K +58 +2%
TC
1228
Trust Company
Kansas
$289K – – –
GCM
1229
Gables Capital Management
Florida
$289K – – –
BTIM
1230
BancFirst Trust & Investment Management
Oklahoma
$289K +$289K +2,997 New
GP
1231
Girard Partners
Pennsylvania
$284K -$27.4K -284 -9%
MC
1232
Moors & Cabot
Massachusetts
$284K +$92.1K +957 +48%
FFG
1233
Fullen Financial Group
Ohio
$283K +$2.28K +24 +0.8%
CDIA
1234
Capital Directions Investment Advisors
Georgia
$282K -$516K -5,071 Closed
HAS
1235
HBW Advisory Services
California
$282K +$51.1K +531 +22%
CPA
1236
Cardiff Park Advisors
California
$280K -$5.39K -56 -2%
RFN
1237
Redwood Financial Network
Ohio
$280K +$1.35K +14 +0.5%
PG
1238
Proffitt & Goodson
Tennessee
$278K -$71.1K -738 -20%
FWIA
1239
Fort Washington Investment Advisors
Ohio
$278K +$14.9K +154 +6%
BCA
1240
Bay Colony Advisors
Massachusetts
$278K +$278K +2,890 New
AC
1241
Anson Capital
Georgia
$276K -$4.33K -45 -2%
APG
1242
Abacus Planning Group
South Carolina
$276K +$39.2K +407 +17%
TSWM
1243
Tyler-Stone Wealth Management
Ohio
$275K +$15.9K +165 +6%
ACA
1244
Aptus Capital Advisors
Alabama
$274K +$223K +2,311 +437%
CF
1245
Centaurus Financial
California
$273K +$7.7K +80 +3%
CT
1246
Colonial Trust
South Carolina
$273K +$273K +2,834 New
SEA
1247
Stegent Equity Advisors
Texas
$272K -$6.55K -68 -2%
TMWM
1248
Taylor & Morgan Wealth Management
Michigan
$272K +$22.8K +237 +9%
SIS
1249
Sound Income Strategies
Florida
$270K -$84.5K -876 -24%
UBG
1250
United Bank (Georgia)
Georgia
$269K – – –
48 49
50
51 52