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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 %
LHWM
1551
Lake Hills Wealth Management
Texas
– – -29,410 Closed
LHC
1552
Little House Capital
Massachusetts
– – -24,904 Closed
PWP
1553
Personal Wealth Partners
Minnesota
– – -23,408 Closed
Squarepoint
1554
Squarepoint
New York
– – -23,319 Closed
DC
1555
DeDora Capital
California
– – -23,023 Closed
CGL
1556
Clarius Group LLC
Washington
– – -20,896 Closed
RW
1557
RVW Wealth
California
– – -20,268 Closed
TSS
1558
Two Sigma Securities
New York
– – -19,910 Closed
BFM
1559
Broadview Financial Management
Wisconsin
– – -19,290 Closed
LMGAM
1560
Liberty Mutual Group Asset Management
Massachusetts
– – -17,450 Closed
EPWM
1561
Essex Private Wealth Management
Massachusetts
– – -15,274 Closed
SCA
1562
Scott Capital Advisors
Oregon
– – -12,608 Closed
BAM
1563
Blueshift Asset Management
New Jersey
– – -12,581 Closed
JFG
1564
JMG Financial Group
Illinois
– – -11,163 Closed
SAM
1565
Strategy Asset Managers
California
– – -11,067 Closed
GF
1566
Gries Financial
Ohio
– – -10,720 Closed
BI
1567
Berkeley Inc
Idaho
– – -10,544 Closed
KPW
1568
Kore Private Wealth
New York
– – -9,828 Closed
WAG
1569
Winthrop Advisory Group
Massachusetts
– – -9,521 Closed
QC
1570
Quent Capital
New York
– – -9,400 Closed
MAM
1571
Marquette Asset Management
Minnesota
– – -8,791 Closed
FUBT
1572
First United Bank & Trust
Maryland
– – -7,569 Closed
CCA
1573
Conservest Capital Advisors
Pennsylvania
– – -7,360 Closed
Wolverine Trading
1574
Wolverine Trading
Illinois
– – -7,014 Closed
JF
1575
JSF Financial
California
– – -6,411 Closed
61 62
63
64 65