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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 %
WPC
1576
White Pine Capital
Minnesota
– – -2,201 Closed
CCA
1577
Cottonwood Capital Advisors
Utah
– – -2,163 Closed
CPSC
1578
Carl P. Sherr & Co
Massachusetts
– – -2,140 Closed
AL
1579
ADE LLC
Maryland
– – -2,118 Closed
NB
1580
Northwest Bancshares
Pennsylvania
– – -2,116 Closed
ST
1581
Sentinel Trust
Texas
– – -2,113 Closed
RWP
1582
RWA Wealth Partners
Massachusetts
– – -2,091 Closed
SWM
1583
SFG Wealth Management
Maryland
– – -2,072 Closed
DCM
1584
Dimension Capital Management
Florida
– – -2,068 Closed
AFC
1585
AFT Forsyth & Company
Florida
– – -2,027 Closed
PMG
1586
ProVise Management Group
Florida
– – -2,016 Closed
DWM
1587
Doyle Wealth Management
Florida
– – -2,011 Closed
EA
1588
Eudaimonia Advisors
Tennessee
– – -2,003 Closed
TA
1589
TruWealth Advisors
Louisiana
– – -1,992 Closed
VCS
1590
Vaughan & Co Securities
New Jersey
– – -1,987 Closed
CWP
1591
Concord Wealth Partners
Virginia
– – -1,978 Closed
CCM
1592
Carlson Capital Management
Minnesota
– – -1,976 Closed
CASB
1593
Cape Ann Savings Bank
Massachusetts
– – -1,970 Closed
HWA
1594
HCR Wealth Advisors
California
– – -1,969 Closed
TCWM
1595
Total Clarity Wealth Management
Illinois
– – -1,858 Closed
GSAM
1596
Grant Street Asset Management
Pennsylvania
– – -1,673 Closed
SWM
1597
SeaCrest Wealth Management
New York
– – -1,310 Closed
RCM
1598
Regency Capital Management
Hawaii
– – -1,010 Closed
CICI
1599
Capital Investment Counsel Inc
North Carolina
– – -970 Closed
VRM
1600
Vectors Research Management
New York
– – -721 Closed
62 63
64
65 66