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 %
GA
176
Greenspring Advisors
Maryland
$27.5M 284,929 +5,269 +2%
GLLW
177
Graves Light Lenhart Wealth
Virginia
$27.2M 282,543 +27,165 +11%
ASW
178
Astoria Strategic Wealth
Texas
$26.7M 277,026 +164,354 +146%
CM
179
Cornerstone Management
Georgia
$26.2M 272,202 +12,535 +5%
SPC
180
Sigma Planning Corp
Michigan
$26.1M 271,273 -8,655 -3%
BOH
181
Bank of Hawaii
Hawaii
$26.1M 270,531 +30,410 +13%
COI
182
Connable Office Inc
Michigan
$26M 270,292 +17,046 +7%
PAG
183
Private Advisor Group
New Jersey
$26M 269,539 +16,286 +6%
AWS
184
Atria Wealth Solutions
New York
$25.9M 269,243 +73,378 +37%
SPIA
185
Steward Partners Investment Advisory
New York
$25.9M 268,646 +58,855 +28%
Bank of Nova Scotia
186
Bank of Nova Scotia
Ontario, Canada
$25.4M 263,550 -2,852,050 -92%
SWP
187
Summit Wealth Partners
Florida
$25.4M 263,426 -17,197 -6%
MA
188
Mutual Advisors
Nebraska
$25.3M 262,590 +100,797 +62%
EGWAG
189
Elwood & Goetz Wealth Advisory Group
Georgia
$25.2M 261,366 +26,357 +11%
SHWM
190
Smith & Howard Wealth Management
Georgia
$24.9M 258,913 +20,293 +9%
MAM
191
Madison Asset Management
Wisconsin
$24.9M 258,416 -55,233 -18%
AF
192
Allworth Financial
California
$24.6M 255,503 -84,235 -25%
SF
193
Synovus Financial
Georgia
$24.5M 254,684 -6,556 -3%
GWM
194
GoalFusion Wealth Management
Texas
$24.3M 252,018 +10,965 +5%
JPG
195
Jordan Park Group
California
$24.3M 251,980 +104,118 +70%
SPP
196
Single Point Partners
Massachusetts
$24.2M 251,293 -4,345 -2%
SFC
197
SYM Financial Corp
Indiana
$24M 249,343 +1,313 +0.5%
TCM
198
Towercrest Capital Management
Pennsylvania
$23.9M 248,392 -9,449 -4%
BFG
199
Bouchey Financial Group
New York
$23.8M 247,478 +243,710 +6,468%
CFA
200
Capstone Financial Advisors
Illinois
$23.8M 247,435 -114,325 -32%
6 7
8
9 10