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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 %
M&T Bank
126
M&T Bank
New York
$42.9M 444,998 +38,797 +10%
MAM
127
Meeder Asset Management
Ohio
$42.2M 438,272 +376,067 +605%
PCIA
128
Prime Capital Investment Advisors
Kansas
$42M 435,610 -4,538 -1%
Fisher Asset Management
129
Fisher Asset Management
Washington
$41.4M 430,110 -22,478 -5%
ANB
130
Amarillo National Bank
Texas
$41.2M 427,924 -71,215 -14%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$39.9M 542,395 +500,802 +1,204%
Bessemer Group
132
Bessemer Group
New Jersey
$39.2M 407,300 +134,065 +49%
TCM
133
TD Capital Management
Tennessee
$39.2M 406,909 -24,132 -6%
MWP
134
Meridian Wealth Partners
Pennsylvania
$38.9M 404,196 -1,339 -0.3%
HFS
135
Hantz Financial Services
Michigan
$38.5M 399,240 -14,594 -4%
FBB
136
Fulton Breakefield Broenniman
Maryland
$38.1M 395,723 -12,119 -3%
MIM
137
MetLife Investment Management
New Jersey
$38.1M 395,500 -89,600 -18%
LFA
138
Legacy Financial Advisors
Kentucky
$37.2M 386,108 +85,772 +29%
Lazard Asset Management
139
Lazard Asset Management
New York
– – – –
PP
140
PDS Planning
Ohio
$36.4M 377,766 +48,420 +15%
Cerity Partners
141
Cerity Partners
New York
$36.4M 377,472 +41,230 +12%
HCM
142
Howard Capital Management
Georgia
$36.2M 376,968 -9,518 -2%
RJT
143
Raymond James Trust
Florida
$36.1M 374,422 +47,028 +14%
FHA
144
First Horizon Advisors
Tennessee
$35.6M 369,207 -3,293 -0.9%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$35.4M 367,087 +68,457 +23%
TFS
146
TrustCore Financial Services
Tennessee
$35.3M 366,852 -56,031 -13%
MWM
147
MTC Wealth Management
Florida
$34.7M 359,760 -5,627 -2%
KAS
148
Kestra Advisory Services
Texas
$33.8M 350,784 +7,041 +2%
B
149
Barings
North Carolina
$33.6M 348,311 – –
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$33.5M 348,006 +68,088 +24%
4 5
6
7 8