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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 %
APG
1301
Abacus Planning Group
South Carolina
$250K -$573K -5,644 -70%
AWAG
1302
ARS Wealth Advisors Group
Florida
$250K +$7.62K +75 +3%
JC
1303
JB Capital
Connecticut
$250K +$19.5K +192 +8%
CFD
1304
Creative Financial Designs
Indiana
$247K +$155K +1,529 +170%
MGI
1305
MayTech Global Investments
New York
$245K – – –
ARG
1306
Advisory Resource Group
Oklahoma
$245K +$508 +5 +0.2%
UFA
1307
US Financial Advisors
Massachusetts
$244K -$799K -7,845 -77%
HAS
1308
HBW Advisory Services
California
$244K +$10.3K +101 +4%
CA
1309
Crewe Advisors
Utah
$243K -$47.7K -468 -16%
CPC
1310
Consolidated Planning Corp
Georgia
$243K +$6.1K +60 +3%
AWM
1311
Accurate Wealth Management
Florida
$242K -$93.1K -917 -28%
DHFB
1312
Dixon Hubard Feinour & Brown
Virginia
$240K -$2.34K -23 -1%
WA
1313
Wealth Architects
California
$240K – – –
AWA
1314
Arkadios Wealth Advisors
Georgia
$239K +$11.3K +111 +5%
PWS
1315
Peterson Wealth Services
Utah
$239K +$239K +2,350 New
BI
1316
Blooom Inc
Kansas
$239K +$239K +2,353 New
RWP
1317
Ridgecrest Wealth Partners
California
$238K -$292K -2,866 -55%
NB
1318
NBT Bank
New York
$238K -$82.9K -815 -26%
SAM
1319
Synergy Asset Management
Washington
$238K +$16.7K +164 +8%
BAS
1320
Brown Advisory Securities
Maryland
$237K – – –
WOSD
1321
WFA of San Diego
California
$236K -$21.5K -212 -8%
JFL
1322
Jarislowsky, Fraser Ltd
Quebec, Canada
$236K +$236K +2,330 New
SOAG
1323
Silver Oak Advisory Group
Oregon
$235K +$39.6K +390 +20%
FWM
1324
Frontier Wealth Management
Missouri
$234K -$6.1K -60 -3%
SMG
1325
Spectrum Management Group
Indiana
$231K – – –
51 52
53
54 55