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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAM
1326
Crestone Asset Management
Colorado
$207K 2,148 – –
VCP
1327
Verus Capital Partners
Arizona
$207K 2,138 +2,138 New
VAFP
1328
Vahanian & Associates Financial Planning
New York
$207K 2,150 +2,150 New
WCFA
1329
Walkner Condon Financial Advisors
Wisconsin
$204K 2,113 -1,884 -47%
DSC
1330
Duncker Streett & Co
Missouri
$202K 2,100 – –
CIAS
1331
Capital Investment Advisory Services
North Carolina
$198K 2,052 -1,548 -43%
TFGT
1332
TS Financial Group (TSFG)
Illinois
$190K 1,974 -257 -12%
BCMLT
1333
Beacon Capital Management LLC (Tennessee)
Tennessee
$187K 1,842 -658 -26%
MFC
1334
Morris Financial Concepts
South Carolina
$181K 1,881 – –
ODG
1335
O'Dell Group
Ohio
$175K 1,814 +1 +0.1%
DI
1336
Disciplined Investments
Oklahoma
$171K 1,770 +7 +0.4%
SC
1337
Sierra Capital
Florida
$170K 1,763 +430 +32%
BLC
1338
Brown, Lisle/Cummings
Rhode Island
$165K 1,713 – –
APCM
1339
Alaska Permanent Capital Management
Alaska
$165K 1,715 – –
PP
1340
PrairieView Partners
Minnesota
$164K 1,700 +14 +0.8%
JFA
1341
JNBA Financial Advisors
Minnesota
$164K 1,705 +1,143 +203%
OC
1342
Oakworth Capital
Alabama
$163K 1,687 +160 +10%
RG
1343
Retirement Group
California
$156K 1,622 -313 -16%
GI
1344
Gradient Investments
Minnesota
$153K 1,591 -895 -36%
NIC
1345
Northwest Investment Counselors
Oregon
$147K 1,531 +791 +107%
CHA
1346
Carmichael Hill & Associates
Maryland
$146K 1,520 -147 -9%
AWM
1347
Avondale Wealth Management
Texas
$145K 1,500 +500 +50%
LFA
1348
Legend Financial Advisors
Pennsylvania
$144K 1,497 +1,497 New
VCM
1349
Vigilant Capital Management
Maine
$136K 1,413 +750 +113%
HPC
1350
HM Payson & Co
Maine
$135K 1,400 – –
52 53
54
55 56