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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 %
SIC
1376
Salem Investment Counselors
North Carolina
$76K 787 -17 -2%
AWA
1377
Artemis Wealth Advisors
New York
$72.1K 749 +5 +0.7%
EDRH
1378
Edmond de Rothschild Holding
Switzerland
$72K 750 – –
TFA
1379
Toth Financial Advisory
Virginia
$68K 702 – –
ADL
1380
Asset Dedication LLC
California
$68K 720 +720 New
CNBTD
1381
Citizens National Bank Trust Department
Mississippi
$67K 700 – –
ACM
1382
Absolute Capital Management
Pennsylvania
$64.1K 664 +664 New
Bank of Montreal
1383
Bank of Montreal
Ontario, Canada
$60.7K 596,357 +36,488 +7%
LFASL
1384
Lugano Financial Advisors SA (LFA)
Switzerland
$60K 620 – –
HIIFS
1385
Harel Insurance Investments & Financial Services
Israel
$58K 600 – –
VC
1386
Vestor Capital
Illinois
$54K 565 -350 -38%
PPWM
1387
PFG Private Wealth Management
Florida
$54K 558 +121 +28%
SC
1388
Steph & Co
Wisconsin
$53K 555 – –
CWM
1389
CarsonAllaria Wealth Management
Illinois
$53K 554 +126 +29%
WAM
1390
Worth Asset Management
Texas
$52K 542 -10,095 -95%
TIM
1391
Tortoise Investment Management
New York
$49K 508 -51 -9%
HC
1392
Hoese & Co
Minnesota
$49K 508 – –
BBHC
1393
Brown Brothers Harriman & Co
New York
$49K 505 +205 +68%
CT
1394
Clearstead Trust
Maine
$49K 506 +506 New
GFPC
1395
Global Financial Private Client
Florida
$48.7K 503 – –
AWM
1396
Accel Wealth Management
Iowa
$48K 492 -604 -55%
CB
1397
Community Bank
New York
$47K 490 +490 New
CP
1398
Castleview Partners
Texas
$46K 476 -1,617 -77%
SCA
1399
Stonebridge Capital Advisors
Minnesota
$46K 480 -224 -32%
NFSG
1400
Newbridge Financial Services Group
Florida
$45K 467 +73 +19%
54 55
56
57 58