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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
25.64%
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 %
CA
201
CoreCap Advisors
Michigan
$23.8M 247,438 +134,563 +119%
Financial Engines Advisors
202
Financial Engines Advisors
California
$23.3M 241,983 +4,840 +2%
PAS
203
Park Avenue Securities
New York
$23M 238,550 -1,687 -0.7%
VA
204
Valmark Advisers
Ohio
$22.9M 237,820 +3,709 +2%
RCG
205
Rock Creek Group
District of Columbia
$22.8M 236,634 – –
William Blair & Company
206
William Blair & Company
Illinois
$22.3M 231,452 -9,394 -4%
BWM
207
BerganKDV Wealth Management
Minnesota
$22M 227,901 -33,387 -13%
EH
208
Equitable Holdings
New York
$21.7M 225,634 +19,763 +10%
VHAM
209
Van Hulzen Asset Management
California
$21.7M 225,542 +592 +0.3%
WANY
210
Wealthspire Advisors (New York)
New York
$21.7M 224,924 +33,070 +17%
HI
211
Horizon Investments
North Carolina
$21.7M 225,810 -218,309 -49%
SWM
212
Shakespeare Wealth Management
Wisconsin
$21.6M 223,907 +26,830 +14%
EBT
213
Enterprise Bank & Trust
Massachusetts
$21.3M 221,211 -13,917 -6%
VFM
214
Valley Financial Management
New York
$21.3M 221,186 +221,186 New
BWM
215
Boyd Wealth Management
California
$21.1M 219,256 +23,370 +12%
FPCP
216
Fort Point Capital Partners
California
$21.1M 218,945 +41,875 +24%
IAN
217
Integrated Advisors Network
Texas
$21.1M 218,896 +37,476 +21%
MMA
218
Miracle Mile Advisors
California
$21M 217,678 -16,742 -7%
EC
219
Estate Counselors
Wisconsin
$20.9M 217,210 +217,210 New
MA
220
MUFG Americas
New York
$20.8M 216,092 -16,749 -7%
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$20.7M 215,209 +12,558 +6%
PL
222
Protective Life
Alabama
$20.7M 214,390 – –
LFS
223
Lutz Financial Services
Nebraska
$20.4M 211,612 -83,944 -28%
MTC
224
Matrix Trust Company
Colorado
$20.2M 209,567 -3,890 -2%
Principal Financial Group
225
Principal Financial Group
Iowa
$20.2M 209,485 +206,074 +6,041%
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