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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
25.64%
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 %
MA
1501
MBA Advisors
Pennsylvania
– – -37,277 Closed
OWM
1502
Opes Wealth Management
California
– – -32,237 Closed
GCL
1503
Gouws Capital LLC
North Carolina
– – -30,220 Closed
CCM
1504
Crabel Capital Management
California
– – -29,710 Closed
BS
1505
Banco Santander
Spain
– – -27,616 Closed
FZCM
1506
Flynn Zito Capital Management
New York
– – -26,141 Closed
HF
1507
HRT Financial
New York
– – -25,047 Closed
RIG
1508
Ramiah Investment Group
Wisconsin
– – -24,732 Closed
ACA
1509
Anchor Capital Advisors
Massachusetts
– – -20,179 Closed
AAM
1510
Aureus Asset Management
Massachusetts
– – -20,000 Closed
ASFA
1511
All Season Financial Advisors
Colorado
– – -18,792 Closed
MP
1512
McDonald Partners
Ohio
– – -18,152 Closed
IF
1513
Intrua Financial
Texas
– – -15,475 Closed
FWA
1514
FSC Wealth Advisors
New York
– – -13,171 Closed
PFG
1515
PAX Financial Group
Texas
– – -11,285 Closed
CFS
1516
CRA Financial Services
New Jersey
– – -10,932 Closed
DIP
1517
DT Investment Partners
Pennsylvania
– – -7,877 Closed
HKIMG
1518
Hutchens & Kramer Investment Management Group
Indiana
– – -7,520 Closed
AWA
1519
Aaron Wealth Advisors
Illinois
– – -7,500 Closed
SHFP
1520
Second Half Financial Partners
Florida
– – -6,872 Closed
GFS
1521
GYL Financial Synergies
Connecticut
– – -6,587 Closed
RPSA
1522
Richard P. Slaughter Associates
Texas
– – -6,518 Closed
TI
1523
Truepoint Inc
Ohio
– – -6,414 Closed
FF
1524
Francis Financial
– – -6,313 Closed
KAM
1525
Knightsbridge Asset Management
California
– – -6,002 Closed
59 60
61
62 63