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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.

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 %
GIA
1401
GHP Investment Advisors
Colorado
$107K +$107K +1,054 New
LPP
1402
Life Planning Partners
Florida
$105K – – –
TAM
1403
Townsend Asset Management
North Carolina
$104K -$4.88K -48 -4%
RCM
1404
Regency Capital Management
Hawaii
$103K -$49.4K -484 -32%
AWM
1405
Avondale Wealth Management
Texas
$102K -$51K -500 -33%
MFC
1406
Mechanics Financial Corp
Ohio
$102K – – –
CICI
1407
Capital Investment Counsel Inc
North Carolina
$99K +$61.2K +600 +162%
AWM
1408
Atticus Wealth Management
Florida
$96K +$407 +4 +0.4%
VC
1409
Vestor Capital
Illinois
$93K +$22.3K +219 +31%
SC
1410
SouthState Corp
Florida
$89K -$196K -1,927 -69%
SSB
1411
Sandy Spring Bank
Maryland
$89K -$14K -138 -14%
HBW
1412
Hazlett, Burt & Watson
West Virginia
$85K +$36.2K +358 +74%
CP
1413
Castleview Partners
Texas
$83.9K +$70K +1,746 +503%
SIC
1414
Salem Investment Counselors
North Carolina
$82K +$3.37K +33 +4%
LS
1415
Leelyn Smith
Illinois
$80K -$2.55K -25 -3%
KFS
1416
Kelly Financial Services
Massachusetts
$79.9K +$9.15K +90 +13%
JGCM
1417
Joseph Group Capital Management
Ohio
$79K +$14.6K +143 +23%
EDRH
1418
Edmond de Rothschild Holding
Switzerland
$76K – – –
AWA
1419
Artemis Wealth Advisors
New York
$75.7K +$305 +3 +0.4%
NIC
1420
Northwest Investment Counselors
Oregon
$75K +$203 +2 +0.3%
VRM
1421
Vectors Research Management
New York
$73K – – –
SCA
1422
Stonebridge Capital Advisors
Minnesota
$72K +$7.47K +73 +12%
TFA
1423
Toth Financial Advisory
Virginia
$71K -$65.1K -644 -48%
KFI
1424
Key Financial Inc
Pennsylvania
$71K -$64.9K -635 -48%
CNBTD
1425
Citizens National Bank Trust Department
Mississippi
$71K -$30.4K -300 -30%
55 56
57
58 59