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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
25.65%
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 %
LDFR
1451
Lehman & Derafelo Financial Resources
Pennsylvania
$8K 82 – –
TWM
1452
Tradition Wealth Management
Minnesota
$8K 84 – –
EBA
1453
Eagle Bay Advisors
New York
$8K 80 – –
FPB
1454
First PREMIER Bank
South Dakota
$8K 81 – –
IRAG
1455
Investment Research & Advisory Group
Georgia
$8K 79 – –
OPW
1456
Oxler Private Wealth
New York
$7.35K 75 -84,740 -100%
PI
1457
PFS Investments
Georgia
$7.23K 75,009 -79,929 -52%
BWP
1458
Baldwin Wealth Partners
Massachusetts
$7K 72 – –
HI
1459
Hoey Investments
Pennsylvania
$7K 72 – –
AF
1460
Affiance Financial
Minnesota
$7K 72 +72 New
BC
1461
Barrett & Company
Rhode Island
$6.21K 64 +64 New
MAWCM
1462
Mine & Arao Wealth Creation & Management
California
$6K 65 -3,684 -98%
GWSG
1463
GPS Wealth Strategies Group
Colorado
$5K 57 – –
MA
1464
Montag & Associates
Georgia
$5K 50 – –
SWA
1465
Sutton Wealth Advisors
Florida
$4.55K 47 – –
First Manhattan
1466
First Manhattan
New York
$4K 47 -258 -85%
CIA
1467
Choate Investment Advisors
Massachusetts
$4K 37 -96 -72%
EWM
1468
Evermay Wealth Management
Virginia
$4K 37 – –
IF
1469
Integrity Financial
Wyoming
$4K 37 +12 +48%
FPFS
1470
First Personal Financial Services
North Carolina
$4K 37 +37 New
EC
1471
EdgeRock Capital
Colorado
$4K 40 +40 New
GIA
1472
Goodwin Investment Advisory
Georgia
$3K 28 – –
FRA
1473
Front Row Advisors
California
$3K 27 – –
FIM
1474
FWL Investment Management
Texas
$3K 32 +32 New
GWS
1475
Glassman Wealth Services
Virginia
$2K 23 -41 -64%
57 58
59
60 61