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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 %
WB
1426
West Bancorporation
Iowa
$69K -$91.9K -903 -57%
PA
1427
PSI Advisors
Florida
$68K -$22.9K -224 -25%
VCM
1428
Vigilant Capital Management
Maine
$67K +$67K +663 New
LFASL
1429
Lugano Financial Advisors SA (LFA)
Switzerland
$63K -$63K -620 -50%
HIIFS
1430
Harel Insurance Investments & Financial Services
Israel
$61K – – –
FA
1431
Faithward Advisors
Pennsylvania
$60K – – –
BCV
1432
Banque Cantonale Vaudoise
Switzerland
$59K – – –
JFA
1433
JNBA Financial Advisors
Minnesota
$57K +$9.74K +96 +21%
TIM
1434
Tortoise Investment Management
New York
$57K +$31.1K +305 +120%
Bank of Montreal
1435
Bank of Montreal
Ontario, Canada
$56.9K -$6.56K -64,509 -10%
SC
1436
Steph & Co
Wisconsin
$56K -$65.1K -645 -54%
ACA
1437
Aptus Capital Advisors
Alabama
$54K -$39.3K -385 -42%
RIM
1438
Rockbridge Investment Management
New York
$53.5K -$106K -1,038 -66%
CWA
1439
Clearview Wealth Advisors
Oregon
$53K +$304 +3 +0.6%
HC
1440
Hoese & Co
Minnesota
$52K – – –
CCM
1441
Chilton Capital Management
Texas
$52K +$52K +507 New
GFPC
1442
Global Financial Private Client
Florida
$51.5K -$3.07K -30 -6%
BW
1443
Bison Wealth
Georgia
$45K +$1.13K +11 +3%
CWM
1444
CarsonAllaria Wealth Management
Illinois
$44K -$4.01K -39 -8%
PPWM
1445
PFG Private Wealth Management
Florida
$44K – – –
NG
1446
NWK Group
California
$42K – – –
BHWM
1447
Beaird Harris Wealth Management
Texas
$41K -$40.5K -403 -50%
AAMA
1448
Advanced Asset Management Advisors
Ohio
$41K – – –
MRC
1449
Millburn Ridgefield Corp
New York
$40K -$21.4K -211 -35%
NFSG
1450
Newbridge Financial Services Group
Florida
$40K -$4.37K -43 -10%
56 57
58
59 60