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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 %
FCAS
1651
First Command Advisory Services
Texas
$0 27 -275 -91%
WAS
1652
Winch Advisory Services
Wisconsin
– – -270 Closed
TCM
1653
Tradewinds Capital Management
Washington
– – -178 Closed
FFWM
1654
Future Financial Wealth Management
Ohio
– – -125 Closed
LAS
1655
Lloyd Advisory Services
Georgia
– – -124 Closed
RFWA
1656
RPg Family Wealth Advisory
Massachusetts
– – -100 Closed
DB
1657
Dravo Bay
Delaware
– – -71 Closed
RBC
1658
Roble Belko & Company
Pennsylvania
– – -62 Closed
BHWM
1659
Bay Harbor Wealth Management
Maryland
– – -43 Closed
MAM
1660
McCarthy Asset Management
California
– – -37 Closed
FFA
1661
Freedman Financial Associates
Massachusetts
– – -22 Closed
DAC
1662
Dividend Assets Capital
South Carolina
– – -12 Closed
IHWM
1663
Iron Horse Wealth Management
Iowa
– – -2 Closed
CFO
1664
CVA Family Office
Colorado
– – -1 Closed
Citadel Advisors
1665
Citadel Advisors
Florida
– – – –
AIA
1666
Armor Investment Advisors
North Carolina
$0 3 – –
ACG
1667
Allen Capital Group
Nebraska
– – – –
M1FG
1668
Mach-1 Financial Group
Arkansas
– – – –
MIM
1669
Macroview Investment Management
Maryland
$0 4 +3 +300%
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