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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 %
KTC
1476
Kistler-Tiffany Companies
Pennsylvania
$21K 204 – –
RCM
1477
Raleigh Capital Management
North Carolina
$21K 203 +196 +2,800%
FP
1478
Financial Perspectives
Minnesota
$20.3K 200 – –
TWP
1479
TFO Wealth Partners
Ohio
$20K 196 +196 New
AIM
1480
Anchor Investment Management
South Carolina
$18.6K 183 -30 -14%
RCM
1481
Rain Capital Management
Oregon
$18K 175 -15,281 -99%
AWM
1482
Activest Wealth Management
Florida
$18K 180 +1 +0.6%
LWA
1483
Lowe Wealth Advisors
Maryland
$17K 172 – –
ME
1484
McIlrath & Eck
Washington
$15K 144 -36 -20%
AIL
1485
AGF Investments LLC
Ontario, Canada
$15K 146 – –
CG
1486
Cutler Group
California
$14K 146 -9,889 -99%
CIA
1487
Choate Investment Advisors
Massachusetts
$14K 133 -4,166 -97%
HIA
1488
Harbor Investment Advisory
Maryland
$14K 136 – –
PK
1489
Pflug Koory
Nebraska
$13K 127 – –
CMP
1490
Coston McIsaac & Partners
Maine
$13K 127 +127 New
AFS
1491
Annapolis Financial Services
Maryland
$12K 121 -3,643 -97%
ACM
1492
Antonetti Capital Management
Florida
$11K 105 – –
AWM
1493
AllSquare Wealth Management
New York
$11K 112 – –
NMG
1494
New Millennium Group
Utah
$11K 112 +112 New
TWM
1495
Tradition Wealth Management
Minnesota
$9K 84 -80 -49%
EBA
1496
Eagle Bay Advisors
New York
$8.13K 80 – –
IRAG
1497
Investment Research & Advisory Group
Georgia
$8K 79 -169 -68%
FPB
1498
First PREMIER Bank
South Dakota
$8K 81 – –
LDFR
1499
Lehman & Derafelo Financial Resources
Pennsylvania
$8K 82 +82 New
BPC
1500
Banque Pictet & Cie
Switzerland
$7.8K 76,700 -3,850 -5%
58 59
60
61 62