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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 %
SAM
1326
SignalPoint Asset Management
Missouri
$230K – – –
FSWA
1327
Financial Synergies Wealth Advisors
Texas
$230K +$230K +2,258 New
SCM
1328
Spreng Capital Management
Ohio
$229K -$6.47K -64 -3%
EWM
1329
Evercore Wealth Management
New York
$229K – – –
CCA
1330
Column Capital Advisors
Indiana
$229K +$102K +1,000 +80%
OWA
1331
One Wealth Advisors
California
$227K -$59.7K -587 -21%
TFGT
1332
TS Financial Group (TSFG)
Illinois
$227K +$38.1K +374 +20%
B
1333
Brightworth
Georgia
$227K +$227K +2,229 New
CFG
1334
Cooper Financial Group
California
$227K +$227K +2,229 New
FPWM
1335
FSB Premier Wealth Management
Iowa
$226K +$226K +2,224 New
VAS
1336
Valicenti Advisory Services
New York
$225K -$4.41M -43,384 -95%
RTS
1337
Round Table Services
New Jersey
$225K -$134K -1,318 -37%
FIM
1338
Fernwood Investment Management
Massachusetts
$225K – – –
WPC
1339
White Pine Capital
Minnesota
$224K -$92.5K -909 -29%
SCP
1340
Syntal Capital Partners
Texas
$223K – – –
CHC
1341
City Holding Co
West Virginia
$220K -$125K -1,230 -36%
CCA
1342
Cottonwood Capital Advisors
Utah
$220K -$27.6K -271 -11%
CAM
1343
Crestone Asset Management
Colorado
$218K -$156K -1,541 -42%
GT
1344
Glenview Trust
Kentucky
$218K -$87.3K -859 -29%
CPSC
1345
Carl P. Sherr & Co
Massachusetts
$218K – – –
MLA
1346
My Legacy Advisors
Oregon
$218K +$218K +2,139 New
GA
1347
Gateway Advisory
New Jersey
$217K -$5.81K -57 -3%
PAIM
1348
Punch & Associates Investment Management
Minnesota
$217K +$147K +1,440 +209%
CCM
1349
Canal Capital Management
Virginia
$216K +$6.3K +62 +3%
NB
1350
Northwest Bancshares
Pennsylvania
$215K -$97.9K -964 -31%
52 53
54
55 56