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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 %
EFS
1601
Essex Financial Services
Connecticut
– – -2,904 Closed
WFA
1602
Wellspring Financial Advisors
Ohio
– – -2,790 Closed
CPA
1603
Capital Performance Advisors
California
– – -2,780 Closed
ACM
1604
Advance Capital Management
Michigan
– – -2,759 Closed
FFM
1605
Forum Financial Management
Illinois
– – -2,720 Closed
SPI
1606
Sutton Place Investors
New York
– – -2,688 Closed
BOC
1607
Bull Oak Capital
California
– – -2,670 Closed
SFG
1608
Sowa Financial Group
Rhode Island
– – -2,628 Closed
BAG
1609
Briggs Advisory Group
Rhode Island
– – -2,608 Closed
LNB
1610
Ledyard National Bank
– – -2,591 Closed
VCP
1611
Verus Capital Partners
Arizona
– – -2,573 Closed
LWM
1612
Laidlaw Wealth Management
New York
– – -2,562 Closed
E
1613
ETFidea
New York
– – -2,537 Closed
NPT
1614
Nixon Peabody Trust
Massachusetts
– – -2,500 Closed
FMTCOCP
1615
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -2,494 Closed
FPGK
1616
Financial Partners Group (Kansas)
Kansas
– – -2,458 Closed
DFG
1617
Demars Financial Group
Washington
– – -2,454 Closed
AMBIA
1618
Allen Mooney & Barnes Investment Advisors
Georgia
– – -2,445 Closed
RMDI
1619
R.M. Davis Inc
Maine
– – -2,425 Closed
CHJWM
1620
Carlton Hofferkamp & Jenks Wealth Management
Texas
– – -2,385 Closed
CCP
1621
Carmel Capital Partners
California
– – -2,381 Closed
RS
1622
Retirement Solution
Washington
– – -2,289 Closed
ARIS
1623
Advanced Research Investment Solutions
California
– – -2,287 Closed
HCA
1624
Harbour Capital Advisors
Virginia
– – -2,250 Closed
4WM
1625
4J Wealth Management
Virginia
– – -2,219 Closed
63 64
65
66 67