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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 %
BCM
1251
Brasada Capital Management
Texas
$268K – – –
MFT
1252
Moisand Fitzgerald Tamayo
Florida
$267K -$30.4K -315 -10%
RFP
1253
Roth Financial Partners
Texas
$265K +$265K +2,753 New
TIAM2
1254
Tru Independence Asset Management 2
Oregon
$264K +$264K +2,736 New
SFG
1255
StrategIQ Financial Group
Indiana
$262K +$4.63K +48 +2%
WDC
1256
Woodward Diversified Capital
California
$261K -$13.4K -139 -5%
CCA
1257
Cadent Capital Advisors
Oklahoma
$260K -$83K -863 -24%
SWM
1258
Salvus Wealth Management
New Jersey
$260K -$4.92K -51 -2%
SBIA
1259
Sheaff Brock Investment Advisors
Indiana
$260K – – –
TFA
1260
Tranquilli Financial Advisor
New Jersey
$259K -$399K -4,134 -61%
MFS
1261
McNamara Financial Services
Massachusetts
$259K -$12.4K -129 -5%
BCPWM
1262
Bradley & Co Private Wealth Management
Florida
$259K -$4.64K -48 -2%
WC
1263
Westwind Capital
New Mexico
$258K -$35.2K -365 -12%
WEPOG
1264
Wealth Enhancement & Preservation of GA
Georgia
$258K +$258K +2,676 New
RIM
1265
Rockbridge Investment Management
New York
$258K +$207K +2,152 +409%
ClearBridge Investments
1266
ClearBridge Investments
New York
$253K -$8.17K -85 -3%
BWM
1267
Brickley Wealth Management
California
$253K -$578 -6 -0.2%
FFA
1268
Founders Financial Alliance
North Carolina
$252K -$87.1K -904 -26%
BTWM
1269
Baker Tilly Wealth Management
Wisconsin
$252K +$252K +2,616 New
MWM
1270
Maripau Wealth Management
Indiana
$252K +$252K +2,657 New
ACK
1271
Andrew C. Karlinski
$251K -$33.7K -350 -12%
SIMG
1272
Sonora Investment Management Group
Arizona
$251K – – –
WI
1273
Wedgewood Investors
Pennsylvania
$250K – – –
CWM
1274
Cranbrook Wealth Management
Michigan
$249K -$868 -9 -0.3%
KWA
1275
Kellett Wealth Advisors
Ohio
$246K -$33.6K -355 -12%
49 50
51
52 53