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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 %
IBOK
1351
Independence Bank of Kentucky
Kentucky
$133K 1,376 -32 -2%
WIM
1352
Westside Investment Management
California
$132K 69,292 -1,790 -3%
SWM
1353
Sugarloaf Wealth Management
Georgia
$129K 1,333 -522 -28%
RDFA
1354
Ritter Daniher Financial Advisory
Ohio
$123K 1,275 – –
KFI
1355
Key Financial Inc
Pennsylvania
$122K 1,266 +571 +82%
WBC
1356
West Branch Capital
Massachusetts
$120K 1,250 – –
JAM
1357
JCIC Asset Management
Ontario, Canada
$120K 1,265 – –
OFG
1358
Oxford Financial Group
Indiana
$116K 1,205 -15 -1%
BCA
1359
Bray Capital Advisors
Florida
$116K 1,200 – –
MTIC
1360
Missouri Trust & Investment Company
Missouri
$110K 1,142 +85 +8%
TF
1361
TimeScale Financial
Massachusetts
$107K 1,109 +6 +0.5%
LS
1362
Leelyn Smith
Illinois
$106K 1,103 +317 +40%
CA
1363
Centerpoint Advisors
Massachusetts
$102K 1,060 – –
LPP
1364
Life Planning Partners
Florida
$99.8K 1,036 – –
TAM
1365
Townsend Asset Management
North Carolina
$99K 1,026 +2 +0.2%
GIA
1366
GHP Investment Advisors
Colorado
$98K 1,019 -35 -3%
MFC
1367
Mechanics Financial Corp
Ohio
$96K 1,000 – –
AWM
1368
Atticus Wealth Management
Florida
$96K 944 – –
NIG
1369
NFJ Investment Group
Texas
$89K 6,679 +6,679 New
SIC
1370
SJS Investment Consulting
Ohio
$86K 888 +888 New
SC
1371
SouthState Corp
Florida
$85K 877 – –
SSB
1372
Sandy Spring Bank
Maryland
$84K 881 +1 +0.1%
LWP
1373
Laurel Wealth Planning
Minnesota
$80K 835 -1,788 -68%
PA
1374
PSI Advisors
Florida
$80K 832 +167 +25%
JGCM
1375
Joseph Group Capital Management
Ohio
$78K 812 +39 +5%
53 54
55
56 57