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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
25.65%
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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$7.96B 82,650,330 +948,844 +1%
Wells Fargo
2
Wells Fargo
California
$5.23B 54,323,075 -1,105,179 -2%
RJA
3
Raymond James & Associates
Florida
$4.48B 46,527,580 +6,127,129 +15%
BlackRock
4
BlackRock
New York
$3.55B 36,847,860 +610,473 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.21B 33,292,421 -7,213,455 -18%
Bank of America
6
Bank of America
North Carolina
$2.87B 29,840,496 +4,768,894 +19%
Morgan Stanley
7
Morgan Stanley
New York
$1.96B 20,349,286 +3,576,174 +21%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$1.6B 16,630,606 -1,273,413 -7%
US Bancorp
9
US Bancorp
Minnesota
$1.54B 15,965,210 +820,606 +5%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.16B 12,060,440 +102,403 +0.9%
Creative Planning
11
Creative Planning
Kansas
$1.11B 11,511,622 -78,999 -0.7%
Charles Schwab
12
Charles Schwab
California
$1.1B 11,425,323 +431,410 +4%
Goldman Sachs
13
Goldman Sachs
New York
$906M 9,406,101 +3,915,446 +71%
Ameriprise
14
Ameriprise
Minnesota
$854M 8,864,115 -399,433 -4%
Betterment LLC
15
Betterment LLC
New York
$764M 7,518,354 – –
AA
16
Acorns Advisers
California
$705M 7,320,246 +291,899 +4%
LPL Financial
17
LPL Financial
California
$681M 7,073,478 +2,329,803 +49%
WI
18
WealthNavi Inc
Japan
$651M 6,758,009 +212,522 +3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$635M 6,587,287 +446,438 +7%
Stifel Financial
20
Stifel Financial
Missouri
$610M 6,331,136 +54,638 +0.9%
UBS Group
21
UBS Group
Switzerland
$598M 6,208,764 +788,117 +15%
TF
22
TIAA FSB
Florida
$504M 5,236,054 -121,172 -2%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M 5,086,185 +5,086,185 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$472M 4,901,970 -429,173 -8%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$466M 4,832,174 +2,780,550 +136%
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