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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 Market Value Shares Shares
Change 		Shares
Change %
GWANC
1451
Guardian Wealth Advisors (North Carolina)
North Carolina
$39K 382 +338 +768%
AWM
1452
Ameliora Wealth Management
Switzerland
$37K 366 -81 -18%
CCM
1453
Covington Capital Management
California
$36K 350 +123 +54%
RAM
1454
Riggs Asset Management
Pennsylvania
$35K 346 -39 -10%
ARMC
1455
American Research & Management Company
Massachusetts
$33K 325 -5 -2%
LFA
1456
Level Financial Advisors
New York
$33K 322 +322 New
WWM
1457
Wagner Wealth Management
South Carolina
$32K 316 -112 -26%
FWM
1458
Focused Wealth Management
New York
$32K 318 +2 +0.6%
BBHC
1459
Brown Brothers Harriman & Co
New York
$31K 300 -1,500 -83%
First Manhattan
1460
First Manhattan
New York
$31K 305 -129 -30%
SA
1461
SRH Advisors
Kansas
$31K 308 – –
VWM
1462
Valley Wealth Managers
New Jersey
$31K 300 +300 New
WPA
1463
West Paces Advisors
Georgia
$30.5K 300 -2,762 -90%
BONH
1464
Bank of New Hampshire
New Hampshire
$30K 295 -900 -75%
PP
1465
Pacifica Partners
Canada
$29K 280 +31 +12%
SWM
1466
Selective Wealth Management
Virginia
$29K 282 +282 New
AIP
1467
Ahrens Investment Partners
Louisiana
$28K 277 +1 +0.4%
TAM
1468
Tucker Asset Management
Colorado
$26.5K 261 +261 New
CWA
1469
Core Wealth Advisors
Florida
$26K 260 +260 New
AIA
1470
Arcadia Investment Advisors
Idaho
$24.3K 239 – –
OSNBOA
1471
Old Second National Bank of Aurora
Illinois
$24K 235 +235 New
WTA
1472
Washington Trust Advisors
Massachusetts
$23K 225 – –
LWANC
1473
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K 227 – –
OLVIG
1474
Oliver Lagore Vanvalin Investment Group
Michigan
$22K 216 +1 +0.5%
IRC
1475
Investors Research Corp
Georgia
$21K 202 -67 -25%
57 58
59
60 61