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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 %
AR
1626
Apeiron RIA
Texas
– – -2,213 Closed
NFG
1627
Nadler Financial Group
Illinois
– – -2,198 Closed
TCM
1628
Telos Capital Management
California
– – -2,163 Closed
CC
1629
Copperleaf Capital
North Carolina
– – -2,158 Closed
TA
1630
TFG Advisers
Michigan
– – -2,158 Closed
WCP
1631
Wick Capital Partners
Pennsylvania
– – -2,125 Closed
BWFA
1632
Baltimore-Washington Financial Advisors
Maryland
– – -2,124 Closed
EPM
1633
Elm Partners Management
Pennsylvania
– – -2,115 Closed
BFA
1634
Beacon Financial Advisory
Ohio
– – -2,067 Closed
B
1635
Bailard
California
– – -2,061 Closed
AWC
1636
Adamsbrown Wealth Consultants
Kansas
– – -2,056 Closed
EWA
1637
Evolution Wealth Advisors
Florida
– – -2,040 Closed
BFA
1638
Bragg Financial Advisors
North Carolina
– – -1,972 Closed
GKWIM
1639
Gerber Kawasaki Wealth & Investment Management
California
– – -1,941 Closed
AAM
1640
Austin Asset Management
Texas
– – -1,935 Closed
KWM
1641
Kaydan Wealth Management
Michigan
– – -1,927 Closed
WCF
1642
West Coast Financial
California
– – -1,896 Closed
AMIM
1643
Aull & Monroe Investment Management
Alabama
– – -1,883 Closed
TB
1644
Treynor Bancshares
Iowa
– – -1,880 Closed
PWP
1645
Pursue Wealth Partners
California
– – -1,294 Closed
VNIM
1646
Vaughan Nelson Investment Management
Texas
– – -887 Closed
ADL
1647
Asset Dedication LLC
California
– – -719 Closed
PAG
1648
Paladin Advisory Group
Iowa
– – -690 Closed
MSFP
1649
Mark Sheptoff Financial Planning
Connecticut
– – -500 Closed
BFC
1650
Bedel Financial Consulting
Indiana
– – -318 Closed
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