AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,483 hedge funds and large institutions have $63.9B invested in iShares Core US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 580 increasing their positions, 633 reducing their positions, and 135 closing their positions.

Holders
1,483
Holders Change
-44
Holders Change %
-2.88%
% of All Funds
25.65%
Holding in Top 10
289
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.12%
% of All Funds
5%
New
116
Increased
580
Reduced
633
Closed
135
Calls
$45.1M
Puts
$1.75M
Net Calls
+$43.3M
Net Calls Change
-$24.5M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
3
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
4
Goldman Sachs
New York
$906M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
151
TRUE Private Wealth Advisors
Oregon
$33.4M 346,944 +346,944 New
Baird Financial Group
152
Baird Financial Group
Wisconsin
$33.4M 346,240 -1,166,469 -77%
SHGA
153
Sand Hill Global Advisors
California
$32.7M 339,553 +146,416 +76%
CWM
154
Calamos Wealth Management
Illinois
$32.2M 334,577 +281,799 +534%
LPT
155
Legacy Private Trust
Wisconsin
$31.4M 325,924 -116,997 -26%
Boston Partners
156
Boston Partners
Massachusetts
– – – –
QFA
157
Quattro Financial Advisors
Texas
$30.7M 318,979 +6,207 +2%
DWA
158
Divergent Wealth Advisors
Utah
$30.4M 315,548 +76,082 +32%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$30.1M 311,975 -18,100 -5%
EIG
160
Ellenbecker Investment Group
Wisconsin
$29.7M 308,545 +7,515 +2%
WA
161
Wilshire Advisors
California
$29.4M 304,951 -13,380 -4%
EPP
162
ETF Portfolio Partners
Kansas
$29.3M 303,706 -2,984 -1%
SWM
163
Spire Wealth Management
Virginia
$29.1M 302,034 -49,394 -14%
BF
164
BOK Financial
Oklahoma
$29.1M 301,571 -60,325 -17%
RWM
165
Ritholtz Wealth Management
New York
$28.8M 298,518 +182 +0.1%
DFC
166
DB Fitzpatrick & Co
Idaho
$28.7M 298,273 +12,385 +4%
FHB
167
First Hawaiian Bank
Hawaii
$28.6M 297,199 +1,267 +0.4%
PP
168
Prudential plc
United Kingdom
$28.6M 296,825 +55,989 +23%
TSA
169
Tri-Star Advisors
Texas
$28.3M 295,000 +4,697 +2%
AWM
170
AE Wealth Management
Kansas
$28.2M 292,758 -154,295 -35%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$28.2M 292,279 +139,234 +91%
LI
172
LVZ Inc
Michigan
$28.1M 292,031 -5,847 -2%
BBA
173
BLB&B Advisors
Pennsylvania
$27.7M 287,717 -16,290 -5%
BB
174
Bell Bank
North Dakota
$27.7M 287,279 +8,057 +3%
WB
175
WesBanco Bank
West Virginia
$27.5M 285,721 -8,627 -3%
5 6
7
8 9