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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 %
TWM
1576
Thrive Wealth Management
Pennsylvania
– – -6,401 Closed
ECM
1577
Evergreen Capital Management
Washington
– – -6,294 Closed
AIM
1578
Astor Investment Management
Illinois
– – -6,155 Closed
MIH
1579
Meitav Investment House
Israel
– – -5,808 Closed
DW
1580
Domani Wealth
Pennsylvania
– – -5,787 Closed
SFPM
1581
Sensible Financial Planning & Management
Massachusetts
– – -5,621 Closed
AFIA
1582
America First Investment Advisors
Nebraska
– – -5,561 Closed
OFS
1583
OneAscent Financial Services
Alabama
– – -5,504 Closed
Vontobel Holding
1584
Vontobel Holding
Switzerland
– – -5,150 Closed
MWM
1585
Merriman Wealth Management
Washington
– – -5,004 Closed
BFWA
1586
Benchmark Financial Wealth Advisors
Florida
– – -4,942 Closed
JSA
1587
Jacobson & Schmitt Advisors
Wisconsin
– – -4,405 Closed
HCC
1588
Hirtle Callaghan & Co
Pennsylvania
– – -4,310 Closed
CWP
1589
Capital Wealth Planning
Florida
– – -3,994 Closed
JGUA
1590
John G. Ullman & Associates
New York
– – -3,647 Closed
WWM
1591
WT Wealth Management
Arizona
– – -3,569 Closed
SAMC
1592
Spectrum Asset Management (California)
California
– – -3,554 Closed
PHS
1593
Pekin Hardy Strauss
Illinois
– – -3,517 Closed
OWM
1594
OneAscent Wealth Management
Alabama
– – -3,509 Closed
PBF
1595
Petix & Botte Financial
California
– – -3,426 Closed
VIA
1596
Vident Investment Advisory
Georgia
– – -3,114 Closed
TWP
1597
Total Wealth Planning
Ohio
– – -3,084 Closed
CWM
1598
Cordatus Wealth Management
Pennsylvania
– – -3,041 Closed
DI
1599
DAGCO Inc
Ohio
– – -2,942 Closed
IIM
1600
InTrack Investment Management
Vermont
– – -2,910 Closed
62 63
64
65 66