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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 %
WB
1601
West Bancorporation
Iowa
– – -678 Closed
BCV
1602
Banque Cantonale Vaudoise
Switzerland
– – -576 Closed
CCM
1603
Chilton Capital Management
Texas
– – -507 Closed
BW
1604
Bison Wealth
Georgia
– – -440 Closed
GWANC
1605
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -382 Closed
WPA
1606
West Paces Advisors
Georgia
– – -300 Closed
AIP
1607
Ahrens Investment Partners
Louisiana
– – -277 Closed
TAM
1608
Tucker Asset Management
Colorado
– – -261 Closed
AIA
1609
Arcadia Investment Advisors
Idaho
– – -239 Closed
TWP
1610
TFO Wealth Partners
Ohio
– – -196 Closed
AWM
1611
Activest Wealth Management
Florida
– – -180 Closed
CG
1612
Cutler Group
California
$0 1 -145 -99%
IA
1613
IFS Advisors
Kansas
– – -48 Closed
DC
1614
Darrow Company
Massachusetts
– – -45 Closed
NL
1615
NVWM LLC
Pennsylvania
$0 5 -40 -89%
RWA
1616
RGT Wealth Advisors
Texas
– – -33 Closed
FCAS
1617
First Command Advisory Services
Texas
– – -27 Closed
RMC
1618
Resources Management Corp
Connecticut
– – -20 Closed
AW
1619
ACG Wealth
Georgia
– – -18 Closed
KA
1620
Kozak & Associates
Colorado
– – -7 Closed
C
1621
Covestor
United Kingdom
– – – –
MIM
1622
Macroview Investment Management
Maryland
$0 4 – –
PAG
1623
Paladin Advisory Group
Iowa
– – – –
M1FG
1624
Mach-1 Financial Group
Arkansas
– – – –
AIA
1625
Armor Investment Advisors
North Carolina
$0 3 – –
62 63 64
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