AGG icon

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 %
FHB
176
First Hawaiian Bank
Hawaii
$30.1M 295,932 -104,606 -26%
LFS
177
Lutz Financial Services
Nebraska
$30.1M 295,556 +235,751 +394%
WB
178
WesBanco Bank
West Virginia
$29.9M 294,348 +45,277 +18%
VC
179
Vicus Capital
Pennsylvania
$29.9M 293,934 +23,473 +9%
TSA
180
Tri-Star Advisors
Texas
$29.7M 290,303 +283,474 +4,151%
DFC
181
DB Fitzpatrick & Co
Idaho
$29.1M 285,888 -8,852 -3%
SWP
182
Summit Wealth Partners
Florida
$28.5M 280,623 -34,571 -11%
SPC
183
Sigma Planning Corp
Michigan
$28.5M 279,928 -11,344 -4%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$28.5M 279,918 -10,504 -4%
GA
185
Greenspring Advisors
Maryland
$28.4M 279,660 -1,984 -0.7%
BB
186
Bell Bank
North Dakota
$28.4M 279,222 -5,895 -2%
Bessemer Group
187
Bessemer Group
New Jersey
$27.8M 273,235 +273,115 +227,596%
BAM
188
Brave Asset Management
New Jersey
$26.6M 262,056 +262,056 New
BWM
189
BerganKDV Wealth Management
Minnesota
$26.6M 261,288 -7,110 -3%
SF
190
Synovus Financial
Georgia
$26.6M 261,240 -5,260 -2%
CM
191
Cornerstone Management
Georgia
$26.4M 259,667 +16,877 +7%
TCM
192
Towercrest Capital Management
Pennsylvania
$26.2M 257,841 -28,465 -10%
SPP
193
Single Point Partners
Massachusetts
$26M 255,638 +15,014 +6%
GLLW
194
Graves Light Lenhart Wealth
Virginia
$26M 255,378 +94,629 +59%
PAG
195
Private Advisor Group
New Jersey
$25.8M 253,253 +71,373 +39%
COI
196
Connable Office Inc
Michigan
$25.8M 253,246 +171,055 +208%
WDL
197
Well Done LLC
Michigan
$25.4M 249,507 +249,507 New
SFC
198
SYM Financial Corp
Indiana
$25.2M 248,030 +1,597 +0.6%
RhumbLine Advisers
199
RhumbLine Advisers
Massachusetts
$25.2M 247,352 -29,850 -11%
AFA
200
Atlas Financial Advisors
California
$24.8M 244,009 +2,053 +0.8%
6 7
8
9 10