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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 %
BRWM
1526
B. Riley Wealth Management
Tennessee
$484 4,759 -1,816 -28%
IFO
1527
Independent Family Office
New York
$308 3,032 – –
GSAM
1528
Grant Street Asset Management
Pennsylvania
$170 1,673 -1,722 -51%
FGAM
1529
Financial Gravity Asset Management
Texas
$14 102 -5 -5%
Allianz Asset Management
1530
Allianz Asset Management
Germany
– – -1,197,668 Closed
CJFS
1531
Coulter & Justus Financial Services
Tennessee
– – -793,634 Closed
N
1532
Natixis
France
– – -600,000 Closed
JHCM
1533
Juniper Hill Capital Management
California
– – -363,487 Closed
5L
1534
55I LLC
Massachusetts
– – -288,079 Closed
FPOC
1535
Financial Planners of Cleveland
Ohio
– – -279,962 Closed
VIM
1536
VCU Investment Management
Virginia
– – -277,024 Closed
SEM
1537
Strategic Equity Management
Arizona
– – -271,904 Closed
CIAS
1538
CFS Investment Advisory Services
New Jersey
– – -224,910 Closed
OFG
1539
OTA Financial Group
New York
– – -96,311 Closed
AWM
1540
Aries Wealth Management
Maine
– – -95,600 Closed
NAG
1541
Northstar Advisory Group
New Jersey
– – -91,987 Closed
NCM
1542
Northland Capital Management
Minnesota
– – -88,696 Closed
BCP
1543
Blue Chip Partners
Michigan
– – -80,229 Closed
AIM
1544
Allen Investment Management
New York
– – -78,671 Closed
PCIG
1545
Partners Capital Investment Group
Massachusetts
– – -61,197 Closed
PCMC
1546
Paragon Capital Management (Colorado)
Colorado
– – -60,257 Closed
TF
1547
Trek Financial
Arizona
– – -48,646 Closed
LOPW
1548
Live Oak Private Wealth
North Carolina
– – -40,106 Closed
RWRC
1549
R.W. Roge & Company
New York
– – -38,199 Closed
IIA
1550
Integral Investment Advisors
California
– – -33,690 Closed
60 61
62
63 64