AGG icon

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 %
AL
1351
ADE LLC
Maryland
$215K +$18.5K +182 +9%
RPGK
1352
Retirement Planning Group (Kansas)
Kansas
$215K +$215K +2,111 New
ST
1353
Sentinel Trust
Texas
$215K +$215K +2,113 New
RWP
1354
RWA Wealth Partners
Massachusetts
$213K -$68.3K -670 -24%
DSC
1355
Duncker Streett & Co
Missouri
$213K – – –
SWM
1356
SFG Wealth Management
Maryland
$211K -$91.9K -902 -30%
DCM
1357
Dimension Capital Management
Florida
$209K -$18.1K -179 -8%
AFC
1358
AFT Forsyth & Company
Florida
$206K -$203K -1,999 -50%
PMG
1359
ProVise Management Group
Florida
$205K -$3.15K -31 -2%
DWM
1360
Doyle Wealth Management
Florida
$204K -$4.14M -40,777 -95%
EA
1361
Eudaimonia Advisors
Tennessee
$204K -$8.15K -80 -4%
VFA
1362
Voya Financial Advisors
Connecticut
$203K -$297K -2,929 -59%
MC
1363
Moors & Cabot
Massachusetts
$203K +$509 +5 +0.3%
TA
1364
TruWealth Advisors
Louisiana
$203K +$203K +1,992 New
VCS
1365
Vaughan & Co Securities
New Jersey
$202K -$134K -1,317 -40%
CWP
1366
Concord Wealth Partners
Virginia
$201K +$102 +1 +0.1%
CCM
1367
Carlson Capital Management
Minnesota
$201K +$201K +1,976 New
HWA
1368
HCR Wealth Advisors
California
$200K -$14.2K -140 -7%
CASB
1369
Cape Ann Savings Bank
Massachusetts
$200K – – –
RG
1370
Retirement Group
California
$197K -$211K -2,071 -52%
PCG
1371
Private Capital Group
Connecticut
$197K -$208K -2,047 -51%
MFC
1372
Morris Financial Concepts
South Carolina
$191K +$609 +6 +0.3%
TCWM
1373
Total Clarity Wealth Management
Illinois
$189K -$184K -1,805 -49%
SWM
1374
Sugarloaf Wealth Management
Georgia
$189K +$408 +4 +0.2%
ODG
1375
O'Dell Group
Ohio
$184K +$101 +1 +0.1%
53 54
55
56 57