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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 %
SFA
1251
Souders Financial Advisors
Ohio
$296K -$12.1M -119,109 -98%
AC
1252
Anson Capital
Georgia
$296K -$35.5K -349 -11%
LRPA
1253
L. Roy Papp & Associates
Arizona
$295K -$517K -5,090 -64%
WAM
1254
WNY Asset Management
New York
$294K – – –
RFN
1255
Redwood Financial Network
Ohio
$294K +$6.9K +68 +2%
SEA
1256
Stegent Equity Advisors
Texas
$294K +$294K +2,893 New
EI
1257
Ellevest Inc
New York
$293K +$293K +2,881 New
HWM
1258
Horizon Wealth Management
Illinois
$291K +$291K +2,858 New
WDC
1259
Woodward Diversified Capital
California
$289K -$8.03K -79 -3%
BOTW
1260
Bank of the West
California
$288K +$52.2K +513 +22%
MFS
1261
McNamara Financial Services
Massachusetts
$287K +$287K +2,822 New
PIA
1262
Perennial Investment Advisors
California
$284K -$129K -1,281 -31%
MSCM
1263
McElhenny Sheffield Capital Management
Texas
$284K -$42.3K -415 -13%
UBG
1264
United Bank (Georgia)
Georgia
$284K – – –
CCM
1265
Crew Capital Management
Ohio
$283K – – –
BCM
1266
Brasada Capital Management
Texas
$283K – – –
GCM
1267
Gibraltar Capital Management
Oklahoma
$281K -$6.31K -62 -2%
CF
1268
Centaurus Financial
California
$280K +$8.33K +82 +3%
SWM
1269
Salvus Wealth Management
New Jersey
$279K +$279K +2,747 New
BCPWM
1270
Bradley & Co Private Wealth Management
Florida
$278K -$68.9K -676 -20%
FWIA
1271
Fort Washington Investment Advisors
Ohio
$277K -$41.6K -410 -13%
ClearBridge Investments
1272
ClearBridge Investments
New York
$276K -$10.9K -107 -4%
SBIA
1273
Sheaff Brock Investment Advisors
Indiana
$274K – – –
TSWM
1274
Tyler-Stone Wealth Management
Ohio
$274K +$509 +5 +0.2%
SFG
1275
StrategIQ Financial Group
Indiana
$271K -$50.6K -499 -16%
49 50
51
52 53