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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,620 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 599 increasing their positions, 628 reducing their positions, and 110 closing their positions.

Holders
1,620
Holders Change
+137
Holders Change %
+9.24%
% of All Funds
26.14%
Holding in Top 10
316
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+9.34%
% of All Funds
5.1%
New
279
Increased
599
Reduced
628
Closed
110
Calls
$10.8M
Puts
$51.1M
Net Calls
-$40.3M
Net Calls Change
-$83.6M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$12.8B
2
Bank of America
2
Bank of America
North Carolina
$3.88B
3
Goldman Sachs
3
Goldman Sachs
New York
$1.81B
4
BlackRock
4
BlackRock
New York
$4.2B
5
USAA
5
United Services Automobile Association
Texas
$227M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$250M
2
Jane Street
2
Jane Street
New York
$14.6M
3
Charles Schwab
3
Charles Schwab
California
$892M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$255M
5
GM
5
Granger Management
New York
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
201
Wilshire Advisors
California
$29.1M 299,795 -5,156 -2%
EPP
202
ETF Portfolio Partners
Kansas
$28.9M 298,336 -5,370 -2%
VOYA Investment Management
203
VOYA Investment Management
Georgia
$28.4M 293,106 +136,753 +87%
EH
204
Equitable Holdings
New York
$28.1M 290,128 +64,494 +29%
AWS
205
Atria Wealth Solutions
New York
$28.1M 289,785 +20,542 +8%
FFL
206
Financial Freedom LLC
Ohio
$28M 288,821 +288,821 New
MMA
207
Miracle Mile Advisors
California
$27.9M 287,146 +69,468 +32%
LI
208
LVZ Inc
Michigan
$27.8M 286,169 -5,862 -2%
EIG
209
Ellenbecker Investment Group
Wisconsin
$27.7M 285,293 -23,252 -8%
LFA
210
Legacy Financial Advisors
Kentucky
$27.6M 284,577 -101,531 -26%
BOH
211
Bank of Hawaii
Hawaii
$27.6M 284,132 +13,601 +5%
CM
212
Cornerstone Management
Georgia
$27.1M 278,912 +6,710 +2%
GA
213
Greenspring Advisors
Maryland
$26.8M 276,673 -8,256 -3%
MWM
214
MTC Wealth Management
Florida
$26.7M 275,658 -84,102 -23%
PA
215
Parallel Advisors
California
$26.6M 273,945 +99,470 +57%
RWM
216
Ritholtz Wealth Management
New York
$26.6M 273,769 -24,749 -8%
BFG
217
Bouchey Financial Group
New York
$26.4M 272,025 +24,547 +10%
EGWAG
218
Elwood & Goetz Wealth Advisory Group
Georgia
$26.4M 271,940 +10,574 +4%
ASW
219
Astoria Strategic Wealth
Texas
$26.1M 269,428 -7,598 -3%
ACI
220
Alpha Cubed Investments
California
$25.9M 267,188 +267,188 New
BB
221
Bell Bank
North Dakota
$25.9M 266,866 -20,413 -7%
GWM
222
GoalFusion Wealth Management
Texas
$25.5M 254,260 +2,242 +0.9%
BBA
223
BLB&B Advisors
Pennsylvania
$25.2M 260,236 -27,481 -10%
OCM
224
One Capital Management
California
$25.1M 259,216 +225,985 +680%
SF
225
Synovus Financial
Georgia
$25M 257,489 +2,805 +1%
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