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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.26B 81,701,486 +1,944,731 +2%
Wells Fargo
2
Wells Fargo
California
$5.64B 55,428,254 +4,536,340 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.12B 40,505,876 +1,104,634 +3%
RJA
4
Raymond James & Associates
Florida
$4.11B 40,400,451 +4,099,533 +11%
BlackRock
5
BlackRock
New York
$3.68B 36,237,387 -4,306,413 -11%
Bank of America
6
Bank of America
North Carolina
$2.55B 25,071,602 +422,428 +2%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$1.82B 17,904,019 -759,888 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.71B 16,773,112 +1,329,418 +9%
US Bancorp
9
US Bancorp
Minnesota
$1.54B 15,144,604 +1,148,239 +8%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.22B 11,958,037 -3,411,231 -22%
Creative Planning
11
Creative Planning
Kansas
$1.18B 11,590,621 -2,527,997 -18%
UCFA
12
United Capital Financial Advisors
Texas
$1.12B 11,059,659 +427,716 +4%
Charles Schwab
13
Charles Schwab
California
$1.12B 10,993,913 +2,067,942 +23%
Ameriprise
14
Ameriprise
Minnesota
$942M 9,263,548 +270,621 +3%
NA
15
NextCapital Advisers
Illinois
$831M 8,170,415 +61,177 +0.8%
Betterment LLC
16
Betterment LLC
New York
$764M 7,518,354 +43,313 +0.6%
AA
17
Acorns Advisers
California
$715M 7,028,347 +140,171 +2%
WI
18
WealthNavi Inc
Japan
$666M 6,545,487 +213,022 +3%
Stifel Financial
19
Stifel Financial
Missouri
$638M 6,276,498 +938,007 +18%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$624M 6,140,849 -334,641 -5%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$576M 5,663,808 +2,379,012 +72%
Goldman Sachs
22
Goldman Sachs
New York
$558M 5,490,655 -2,772,687 -34%
UBS Group
23
UBS Group
Switzerland
$551M 5,420,647 -1,924 -0%
TF
24
TIAA FSB
Florida
$545M 5,357,226 +332,278 +7%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$542M 5,331,143 -2,134,492 -29%
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