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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,620 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 599 increasing their positions, 628 reducing their positions, and 110 closing their positions.

Holders
1,620
Holders Change
+137
Holders Change %
+9.24%
% of All Funds
26.14%
Holding in Top 10
316
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+9.34%
% of All Funds
5.1%
New
279
Increased
599
Reduced
628
Closed
110
Calls
$10.8M
Puts
$51.1M
Net Calls
-$40.3M
Net Calls Change
-$83.6M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$12.8B
2
Bank of America
2
Bank of America
North Carolina
$3.88B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.81B
4
BlackRock
4
BlackRock
New York
$4.2B
5
USAA
5
United Services Automobile Association
Texas
$227M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$250M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Charles Schwab
3
Charles Schwab
California
$892M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$255M
5
GM
5
Granger Management
New York
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MJB
1651
Mark J. Bradley
– – -12,939 Closed
LTL
1652
Lowery Thomas LLC
California
– – -12,304 Closed
EF
1653
Empowered Funds
Pennsylvania
– – -10,891 Closed
IFS
1654
Ifrah Financial Services
Arkansas
– – -10,036 Closed
GSIS
1655
Global Strategic Investment Solutions
Arizona
– – -9,844 Closed
JAG
1656
Journey Advisory Group
Kentucky
– – -9,750 Closed
WC
1657
Wealth CMT
New Jersey
– – -9,702 Closed
YIA
1658
YHB Investment Advisors
Connecticut
– – -9,508 Closed
ACM
1659
Advisors Capital Management
New Jersey
– – -8,884 Closed
CWM
1660
Campbell Wealth Management
Virginia
– – -8,435 Closed
PIA
1661
Pinion Investment Advisors
Kansas
– – -8,365 Closed
CCMD
1662
Cypress Capital Management (Delaware)
Delaware
– – -7,963 Closed
TWM
1663
Thrive Wealth Management
Pennsylvania
– – -7,923 Closed
IHL
1664
Investment House LLC
California
– – -7,768 Closed
CGL
1665
Clarius Group LLC
Washington
– – -7,354 Closed
CFG
1666
CKW Financial Group
Hawaii
– – -7,173 Closed
SWPG
1667
Strategic Wealth Partners Group
Illinois
– – -6,822 Closed
NIG
1668
NFJ Investment Group
Texas
– – -6,679 Closed
CAM
1669
Concorde Asset Management
Michigan
– – -6,456 Closed
HGERS
1670
Householder Group Estate & Retirement Specialist
Arizona
– – -5,742 Closed
LA
1671
LexAurum Advisors
Kansas
– – -5,498 Closed
FTCM
1672
First Trust Capital Management
Illinois
– – -4,941 Closed
HIC
1673
Hartline Investment Corp
Illinois
– – -4,350 Closed
BFG
1674
Beacon Financial Group
Texas
– – -4,201 Closed
SL
1675
Summitry LLC
California
– – -4,196 Closed
65 66
67
68 69