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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 %
MRC
1401
Millburn Ridgefield Corp
New York
$43K 443 +48 +12%
KFS
1402
Kelly Financial Services
Massachusetts
$41K 425 -361 -46%
BHWM
1403
Beaird Harris Wealth Management
Texas
$39K 408 – –
AAMA
1404
Advanced Asset Management Advisors
Ohio
$39K 402 – –
NG
1405
NWK Group
California
$34K 350 -60 -15%
CCM
1406
Covington Capital Management
California
$34K 350 – –
JWBC
1407
John W. Brooker & Co
California
$33K 341 +341 New
EI
1408
Ellevest Inc
New York
$32K 334 -2,547 -88%
ARMC
1409
American Research & Management Company
Massachusetts
$31K 325 – –
LFA
1410
Level Financial Advisors
New York
$31K 322 – –
SA
1411
SRH Advisors
Kansas
$30K 308 – –
HWM
1412
HighMark Wealth Management
Minnesota
$30K 314 +314 New
VWM
1413
Valley Wealth Managers
New Jersey
$29K 300 – –
HBW
1414
Hazlett, Burt & Watson
West Virginia
$28K 292 -548 -65%
BONH
1415
Bank of New Hampshire
New Hampshire
$28K 295 – –
SWM
1416
Selective Wealth Management
Virginia
$27K 282 – –
CWA
1417
Core Wealth Advisors
Florida
$25K 260 – –
HWP
1418
Highline Wealth Partners
California
$24.7K 256 +256 New
JSAM
1419
J. Safra Asset Management
New York
$24K 2,398 -138,734 -98%
TFP
1420
Tilia Fiduciary Partners
North Carolina
$23K 238 -1,401 -85%
OSNBOA
1421
Old Second National Bank of Aurora
Illinois
$23K 235 – –
WTA
1422
Washington Trust Advisors
Massachusetts
$23K 237 +12 +5%
LWANC
1423
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K 227 – –
RCM
1424
Rain Capital Management
Oregon
$22K 233 +58 +33%
OLVIG
1425
Oliver Lagore Vanvalin Investment Group
Michigan
$21K 218 +2 +0.9%
55 56
57
58 59