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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 %
AAM
1526
Ameraudi Asset Management
New York
– – -5,838 Closed
RWM
1527
Reston Wealth Management
Virginia
– – -5,786 Closed
ARC
1528
Advisor Resource Council
Texas
– – -5,775 Closed
ES
1529
Eagle Strategies
New York
– – -5,279 Closed
CBN
1530
Cadence Bank NA
Texas
– – -5,174 Closed
SFG
1531
Sage Financial Group
Pennsylvania
– – -5,042 Closed
SIC
1532
Sterling Investment Counsel
New York
– – -4,750 Closed
PAMG
1533
Patton Albertson Miller Group
Tennessee
– – -4,648 Closed
SAMC
1534
Spectrum Asset Management (Connecticut)
Connecticut
– – -4,444 Closed
PCMC
1535
Private Capital Management (Colorado)
Colorado
– – -4,073 Closed
JCM
1536
Janney Capital Management
Pennsylvania
– – -3,997 Closed
HCM
1537
Hudson Capital Management
New Jersey
– – -3,841 Closed
DP
1538
DDD Partners
Washington
– – -3,815 Closed
EA
1539
Emerald Advisors
Washington
– – -3,810 Closed
HNW
1540
High Note Wealth
Minnesota
– – -3,777 Closed
CC
1541
Cypress Capital
Tennessee
– – -3,742 Closed
ICP
1542
Interchange Capital Partners
Pennsylvania
– – -3,567 Closed
V
1543
VeraBank
Texas
– – -3,554 Closed
KW
1544
KWB Wealth
California
– – -3,551 Closed
HIS
1545
Harvest Investment Services
Illinois
– – -3,473 Closed
FVWA
1546
Foster Victor Wealth Advisors
South Carolina
– – -3,334 Closed
KOC
1547
Koss-Olinger Consulting
Florida
– – -3,300 Closed
OPCM
1548
Osborne Partners Capital Management
California
– – -3,296 Closed
HBT
1549
Hills Bank & Trust
Iowa
– – -3,280 Closed
IWP
1550
IAG Wealth Partners
Wisconsin
– – -3,228 Closed
60 61
62
63 64