AGG icon

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 %
KTC
1426
Kistler-Tiffany Companies
Pennsylvania
$20K 204 – –
FP
1427
Financial Perspectives
Minnesota
$19.3K 200 – –
IRC
1428
Investors Research Corp
Georgia
$19K 202 – –
AIM
1429
Anchor Investment Management
South Carolina
$17.6K 183 – –
PP
1430
Pacifica Partners
Canada
$17K 180 -100 -36%
LWA
1431
Lowe Wealth Advisors
Maryland
$17K 172 – –
AIL
1432
AGF Investments LLC
Ontario, Canada
$15K 155 +9 +6%
BSSFA
1433
Baron Silver Stevens Financial Advisors
Florida
$14.7K 173,355 -4,856 -3%
RAM
1434
Riggs Asset Management
Pennsylvania
$14K 141 -205 -59%
ME
1435
McIlrath & Eck
Washington
$14K 144 – –
RCM
1436
Raleigh Capital Management
North Carolina
$13K 136 -67 -33%
HIA
1437
Harbor Investment Advisory
Maryland
$13K 136 – –
PK
1438
Pflug Koory
Nebraska
$12K 127 – –
CMP
1439
Coston McIsaac & Partners
Maine
$12K 127 – –
AFS
1440
Annapolis Financial Services
Maryland
$12K 121 – –
TH
1441
TCTC Holdings
Texas
$12K 123 +123 New
SL
1442
Savior LLC
Massachusetts
$12K 128 +128 New
NMG
1443
New Millennium Group
Utah
$11K 112 – –
AWM
1444
AllSquare Wealth Management
New York
$11K 112 – –
WWM
1445
Wagner Wealth Management
South Carolina
$10K 102 -214 -68%
ACM
1446
Antonetti Capital Management
Florida
$10K 105 – –
SOW
1447
State of Wyoming
Wyoming
$10K 100 +100 New
Simplex Trading
1448
Simplex Trading
Illinois
$9K 100 +100 New
EWM
1449
Executive Wealth Management
Michigan
$8.23K 8,231 +4,587 +126%
CWA
1450
Clearview Wealth Advisors
Oregon
$8K 86 -437 -84%
56 57
58
59 60