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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 %
B
151
Barings
North Carolina
$35.4M 348,311 -95,276 -21%
KAS
152
Kestra Advisory Services
Texas
$35M 343,743 +18,044 +6%
AF
153
Allworth Financial
California
$34.5M 339,738 -433,149 -56%
BBVA
154
Banco Bilbao Vizcaya Argentaria
Spain
$34.4M 338,616 +90,754 +37%
Cerity Partners
155
Cerity Partners
New York
$34.2M 336,242 +173,220 +106%
PAMS
156
Pictet Asset Management (Switzerland)
Switzerland
$34M 334,513 -15,250 -4%
BWM
157
Baystate Wealth Management
Massachusetts
$33.9M 333,126 -55,655 -14%
PCA
158
Personal Capital Advisors
California
$33.9M 333,122 +308,026 +1,227%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$33.6M 330,075 -45,025 -12%
PP
160
PDS Planning
Ohio
$33.5M 329,346 +51,166 +18%
RJT
161
Raymond James Trust
Florida
$33.3M 327,394 +28,870 +10%
LNWTC
162
Laird Norton Wetherby Trust Company
Washington
$32.8M 322,247 +299,453 +1,314%
WA
163
Wilshire Advisors
California
$32.4M 318,331 -15,983 -5%
Deutsche Bank
164
Deutsche Bank
Germany
$32M 314,748 +296,761 +1,650%
MAM
165
Madison Asset Management
Wisconsin
$31.9M 313,649 -25,760 -8%
QFA
166
Quattro Financial Advisors
Texas
$31.8M 312,772 +88,368 +39%
CPO
167
Cerity Partners OCIO
New York
$31.5M 310,003 +247,345 +395%
Boston Partners
168
Boston Partners
Massachusetts
– – -590 Closed
EPP
169
ETF Portfolio Partners
Kansas
$31.2M 306,690 -22,364 -7%
BBA
170
BLB&B Advisors
Pennsylvania
$30.9M 304,007 -31,230 -9%
EIG
171
Ellenbecker Investment Group
Wisconsin
$30.6M 301,030 +57,314 +24%
LFA
172
Legacy Financial Advisors
Kentucky
$30.5M 300,336 +48,889 +19%
RWM
173
Ritholtz Wealth Management
New York
$30.3M 298,336 -326,681 -52%
LI
174
LVZ Inc
Michigan
$30.3M 297,878 -6,059 -2%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$30.1M 298,630 +163,574 +121%
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