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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 %
SOMRS
126
State of Michigan Retirement System
Michigan
$47.5M 467,500 -2,912,000 -86%
CHP
127
Cable Hill Partners
Oregon
$46.5M 457,596 +457,596 New
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$46.4M 456,104 +385,850 +549%
Fisher Asset Management
129
Fisher Asset Management
Washington
$46M 452,588 +31,061 +7%
AWM
130
AE Wealth Management
Kansas
$45.5M 447,053 -282,726 -39%
SMFG
131
Sumitomo Mitsui Financial Group
Japan
$45.4M 446,976 -43,825 -9%
LPT
132
Legacy Private Trust
Wisconsin
$45M 442,921 +7,847 +2%
HI
133
Horizon Investments
North Carolina
$45M 444,119 -26,600 -6%
PCIA
134
Prime Capital Investment Advisors
Kansas
$44.8M 440,148 -62,185 -12%
TCM
135
TD Capital Management
Tennessee
$43.8M 431,041 -14,183 -3%
PFM
136
Phillips Financial Management
Indiana
$43.7M 429,854 -133,354 -24%
AFC
137
Adaptive Financial Consulting
Ohio
$43.3M 425,729 +42,695 +11%
Lazard Asset Management
138
Lazard Asset Management
New York
– – – –
TFS
139
TrustCore Financial Services
Tennessee
$43M 422,883 +357,638 +548%
TOTSC
140
Trustees of the Smith College
Massachusetts
$43M 422,427 – –
Franklin Resources
141
Franklin Resources
California
$42.7M 419,959 -220,739 -34%
HFS
142
Hantz Financial Services
Michigan
$42.1M 413,834 -22,396 -5%
FBB
143
Fulton Breakefield Broenniman
Maryland
$41.5M 407,842 -4,996 -1%
MWP
144
Meridian Wealth Partners
Pennsylvania
$41.2M 405,535 +27,632 +7%
HCM
145
Howard Capital Management
Georgia
$39.3M 386,486 -22,153 -5%
FHA
146
First Horizon Advisors
Tennessee
$37.9M 372,500 +279,351 +300%
MWM
147
MTC Wealth Management
Florida
$37.2M 365,387 +153,938 +73%
BF
148
BOK Financial
Oklahoma
$36.8M 361,896 +96,753 +36%
CFA
149
Capstone Financial Advisors
Illinois
$36.8M 361,760 +302,437 +510%
SWM
150
Spire Wealth Management
Virginia
$35.7M 351,428 -63,883 -15%
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