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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
1
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
3
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
4
Goldman Sachs
New York
$906M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
IG
5
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
1276
North Star Investment Management
Illinois
$245K +$770 +8 +0.3%
1IA
1277
1834 Investment Advisors
Wisconsin
$243K -$9.14K -95 -4%
WPC
1278
Waters Parkerson & Co
Louisiana
$242K – – –
BMC
1279
Benin Management Corp
Connecticut
$241K – – –
AGP
1280
Autumn Glory Partners
Texas
$239K – – –
CFD
1281
Creative Financial Designs
Indiana
$239K +$5.1K +53 +2%
CCM
1282
Canal Capital Management
Virginia
$239K +$34.4K +358 +17%
PAIM
1283
Punch & Associates Investment Management
Minnesota
$237K +$32.2K +335 +16%
CJL
1284
Cyrus J. Lawrence
New York
$236K +$96.3K +1,000 +69%
AR
1285
Apeiron RIA
Texas
$236K +$236K +2,473 New
WEG
1286
World Equity Group
Illinois
$236K -$19.1K -198 -7%
FA
1287
Faithward Advisors
Pennsylvania
$235K +$178K +1,852 +312%
AC
1288
Abbrea Capital
California
$234K -$12K -125 -5%
MA
1289
Momentum Advisors
New York
$233K -$83.8K -871 -26%
ARG
1290
Advisory Resource Group
Oklahoma
$233K +$482 +5 +0.2%
MGI
1291
MayTech Global Investments
New York
$232K – – –
CCM
1292
Crew Capital Management
Ohio
$230K -$37.8K -393 -14%
CA
1293
Crewe Advisors
Utah
$230K – – –
MLA
1294
My Legacy Advisors
Oregon
$230K +$27.5K +290 +14%
CFA
1295
Cahill Financial Advisors
Minnesota
$228K -$223K -2,314 -49%
EPM
1296
Elm Partners Management
Pennsylvania
$228K +$228K +2,368 New
DI
1297
DFPG Investments
Utah
$227K +$227K +2,426 New
NB
1298
NBT Bank
New York
$224K -$1.93K -20 -0.9%
WOSD
1299
WFA of San Diego
California
$224K – – –
JFL
1300
Jarislowsky, Fraser Ltd
Quebec, Canada
$224K – – –
50 51
52
53 54