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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 %
BO
1276
Bank OZK
Arkansas
$269K +$269K +2,643 New
WEG
1277
World Equity Group
Illinois
$269K -$6.1K -60 -2%
BCMLT
1278
Beacon Capital Management LLC (Tennessee)
Tennessee
$268K – – –
BWM
1279
Brickley Wealth Management
California
$268K +$102 +1 +0%
SG Americas Securities
1280
SG Americas Securities
New York
$268K +$77.3K +759 +41%
LWP
1281
Laurel Wealth Planning
Minnesota
$267K -$48.4K -475 -15%
1IA
1282
1834 Investment Advisors
Wisconsin
$267K +$53.5K +525 +25%
FWP
1283
Falcon Wealth Planning
California
$266K +$42.2K +415 +19%
FMI
1284
F/M Investments
District of Columbia
$265K – – –
WI
1285
Wedgewood Investors
Pennsylvania
$264K – – –
TMWM
1286
Taylor & Morgan Wealth Management
Michigan
$263K -$291K -2,860 -53%
CWM
1287
Cranbrook Wealth Management
Michigan
$263K -$110K -1,080 -29%
TTWM
1288
TCV Trust & Wealth Management
Virginia
$262K +$33.8K +333 +15%
RWA
1289
Redhawk Wealth Advisors
Minnesota
$261K -$24K -236 -8%
AC
1290
Abbrea Capital
California
$260K – – –
NSIM
1291
North Star Investment Management
Illinois
$258K -$14.5K -143 -5%
CRI
1292
Colonial River Investments
Virginia
$255K -$35.4K -347 -12%
WPC
1293
Waters Parkerson & Co
Louisiana
$255K – – –
BMC
1294
Benin Management Corp
Connecticut
$254K – – –
UBV
1295
United Bank (Virginia)
Virginia
$254K +$254K +2,502 New
VFG
1296
V2 Financial group
Illinois
$254K +$254K +2,494 New
GI
1297
Gradient Investments
Minnesota
$253K +$132K +1,297 +109%
AGP
1298
Autumn Glory Partners
Texas
$252K -$67.5K -664 -21%
AIA
1299
Ally Invest Advisors
North Carolina
$252K +$252K +2,478 New
SIMG
1300
Sonora Investment Management Group
Arizona
$251K +$251K +2,468 New
50 51
52
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