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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 %
GWS
1501
Glassman Wealth Services
Virginia
$7K 64 – –
HI
1502
Hoey Investments
Pennsylvania
$7K 72 – –
BWP
1503
Baldwin Wealth Partners
Massachusetts
$7K 72 +72 New
PWMG
1504
Prestige Wealth Management Group
New Jersey
$6K 61 -201 -77%
GWSG
1505
GPS Wealth Strategies Group
Colorado
$6K 57 – –
NL
1506
NVWM LLC
Pennsylvania
$5K 45 -1,367 -97%
MA
1507
Montag & Associates
Georgia
$5K 50 – –
SWA
1508
Sutton Wealth Advisors
Florida
$4.78K 47 -58 -55%
EWM
1509
Evermay Wealth Management
Virginia
$4K 37 -17,927 -100%
IA
1510
IFS Advisors
Kansas
$4K 48 -98 -67%
DC
1511
Darrow Company
Massachusetts
$4K 45 +45 New
IF
1512
Integrity Financial
Wyoming
$3K 25 – –
CP
1513
Corbenic Partners
Pennsylvania
$3K 29 – –
RWA
1514
RGT Wealth Advisors
Texas
$3K 33 – –
FRA
1515
Front Row Advisors
California
$3K 27 – –
HFA
1516
HC Financial Advisors
California
$3K 27 – –
GIA
1517
Goodwin Investment Advisory
Georgia
$2.85K 28 +28 New
SC
1518
Siena Capital
Ohio
$2K 20 -515 -96%
AW
1519
ACG Wealth
Georgia
$2K 18 +18 New
RMC
1520
Resources Management Corp
Connecticut
$2K 20 +20 New
IAIM
1521
International Assets Investment Management
Florida
$1.27K 12,440 +4,606 +59%
KA
1522
Kozak & Associates
Colorado
$1K 7 -103 -94%
SFA
1523
Semmax Financial Advisors
North Carolina
$1K 10 – –
FCFS
1524
First Command Financial Services
Texas
$1K 5 – –
FCB
1525
First Command Bank
Texas
$1K 5 – –
59 60
61
62 63