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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 %
SC
1476
Siena Capital
Ohio
$2K 20 – –
PWMG
1477
Prestige Wealth Management Group
New Jersey
$1K 14 -47 -77%
FCB
1478
First Command Bank
Texas
$1K 5 – –
SFA
1479
Semmax Financial Advisors
North Carolina
$1K 10 – –
FCFS
1480
First Command Financial Services
Texas
$1K 5 – –
FCAG
1481
First Capital Advisors Group
New Jersey
$1K 12 +12 New
TCWA
1482
Ten Capital Wealth Advisors
Washington
$1K 13 +13 New
MOS
1483
MGO One Seven
Ohio
$576 5,963 +1,063 +22%
FHC
1484
First Heartland Consultants
Missouri
$446 4,632 -98 -2%
FGAM
1485
Financial Gravity Asset Management
Texas
$13 96 -6 -6%
IG
1486
ING Group
Netherlands
– – -1,230,000 Closed
CCWA
1487
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -956,980 Closed
CAAS
1488
Capital Asset Advisory Services
Michigan
– – -595,420 Closed
DSAM
1489
Dock Street Asset Management
Florida
– – -120,978 Closed
SCP
1490
Silverleafe Capital Partners
Tennessee
– – -119,914 Closed
SAS
1491
Sage Advisory Services
Texas
– – -89,385 Closed
RCS
1492
Retirement Capital Strategies
California
– – -87,971 Closed
KFP
1493
KMG Fiduciary Partners
Ohio
– – -65,355 Closed
IC
1494
Iconiq Capital
California
– – -58,798 Closed
SA
1495
Shilanski & Associates
Alaska
– – -58,002 Closed
LMIM
1496
Lockheed Martin Investment Management
Maryland
– – -55,000 Closed
CCP
1497
Corient Capital Partners
California
– – -48,920 Closed
GFG
1498
Greystone Financial Group
Michigan
– – -47,115 Closed
IPW
1499
IronBridge Private Wealth
Texas
– – -41,196 Closed
BIP
1500
Blueprint Investment Partners
North Carolina
– – -38,114 Closed
58 59
60
61 62