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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 %
IP
1676
Investment Partners
Ohio
– – -4,179 Closed
SFP
1677
Sandbox Financial Partners
Maryland
– – -4,161 Closed
SCA
1678
Stokes Capital Advisors
South Carolina
– – -3,985 Closed
HIM
1679
Hanlon Investment Management
New Jersey
– – -3,922 Closed
TPWM
1680
Twelve Points Wealth Management
Massachusetts
– – -3,888 Closed
CPC
1681
Consolidated Planning Corp
Georgia
– – -3,781 Closed
BO
1682
Bank OZK
Arkansas
– – -3,763 Closed
EWM
1683
Evercore Wealth Management
New York
– – -3,749 Closed
THWM
1684
Taylor Hoffman Wealth Management
Virginia
– – -3,688 Closed
GFP
1685
Guardian Financial Partners
California
– – -3,677 Closed
BA
1686
Bridge Advisory
California
– – -3,527 Closed
TCMP
1687
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -3,375 Closed
FMTC
1688
Farmers & Merchants Trust Company
California
– – -3,198 Closed
GCM
1689
Gibraltar Capital Management
Oklahoma
– – -3,137 Closed
WWA
1690
WCG Wealth Advisors
Nevada
– – -3,037 Closed
KCM
1691
Kanawha Capital Management
Virginia
– – -3,008 Closed
BTIM
1692
BancFirst Trust & Investment Management
Oklahoma
– – -2,997 Closed
APG
1693
Abacus Planning Group
South Carolina
– – -2,869 Closed
BCM
1694
Brasada Capital Management
Texas
– – -2,780 Closed
SWM
1695
Salvus Wealth Management
New Jersey
– – -2,696 Closed
ACK
1696
Andrew C. Karlinski
– – -2,605 Closed
KWA
1697
Kellett Wealth Advisors
Ohio
– – -2,597 Closed
SIMG
1698
Sonora Investment Management Group
Arizona
– – -2,468 Closed
CJL
1699
Cyrus J. Lawrence
New York
– – -2,450 Closed
WEG
1700
World Equity Group
Illinois
– – -2,447 Closed
66 67
68
69 70