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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 %
DI
1376
Disciplined Investments
Oklahoma
$179K +$305 +3 +0.2%
BLC
1377
Brown, Lisle/Cummings
Rhode Island
$174K – – –
APCM
1378
Alaska Permanent Capital Management
Alaska
$174K – – –
PP
1379
PrairieView Partners
Minnesota
$171K +$7.51K +74 +5%
CHA
1380
Carmichael Hill & Associates
Maryland
$170K -$2.86K -28 -2%
TFP
1381
Tilia Fiduciary Partners
North Carolina
$167K -$195K -1,915 -54%
PAI
1382
Pittenger & Anderson Inc
Nebraska
$167K +$57.8K +569 +53%
LPWM
1383
Lake Point Wealth Management
Texas
$157K -$349K -3,440 -69%
CA
1384
Clearstead Advisors
Ohio
$156K -$281K -2,775 -64%
OC
1385
Oakworth Capital
Alabama
$155K – – –
CJL
1386
Cyrus J. Lawrence
New York
$147K +$30.4K +300 +26%
IBOK
1387
Independence Bank of Kentucky
Kentucky
$143K – – –
HPC
1388
HM Payson & Co
Maine
$142K -$56.1K -553 -28%
WIM
1389
Westside Investment Management
California
$139K +$282 +144 +0.2%
SC
1390
Sierra Capital
Florida
$135K +$33.8K +334 +33%
SWM
1391
SeaCrest Wealth Management
New York
$133K +$133K +1,310 New
RDFA
1392
Ritter Daniher Financial Advisory
Ohio
$130K -$57.4K -563 -31%
JAM
1393
JCIC Asset Management
Ontario, Canada
$129K -$6.12K -60 -5%
WBC
1394
West Branch Capital
Massachusetts
$127K – – –
OFG
1395
Oxford Financial Group
Indiana
$124K – – –
BCA
1396
Bray Capital Advisors
Florida
$122K -$25.1K -247 -17%
AWM
1397
Accel Wealth Management
Iowa
$112K -$25.9K -253 -19%
TF
1398
TimeScale Financial
Massachusetts
$112K +$609 +6 +0.5%
CA
1399
Centerpoint Advisors
Massachusetts
$108K -$6.62K -65 -6%
MTIC
1400
Missouri Trust & Investment Company
Missouri
$107K +$16.8K +166 +19%
54 55
56
57 58