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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 %
AWA
1
Arete Wealth Advisors
Illinois
$12.8B 131,728 +32,661 +33%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.97B 82,168,764 -481,566 -0.6%
Wells Fargo
3
Wells Fargo
California
$5.14B 53,029,033 -1,294,042 -2%
RJA
4
Raymond James & Associates
Florida
$4.55B 46,919,643 +392,063 +0.8%
BlackRock
5
BlackRock
New York
$4.2B 43,295,239 +6,447,379 +17%
Bank of America
6
Bank of America
North Carolina
$3.88B 40,024,464 +10,183,968 +34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.37B 34,778,729 +1,486,308 +4%
Morgan Stanley
8
Morgan Stanley
New York
$2.13B 21,954,831 +1,605,545 +8%
Goldman Sachs
9
Goldman Sachs
New York
$1.81B 18,670,281 +9,264,180 +98%
US Bancorp
10
US Bancorp
Minnesota
$1.61B 16,549,684 +584,474 +4%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$1.6B 16,450,623 -179,983 -1%
Creative Planning
12
Creative Planning
Kansas
$1.11B 11,489,596 -22,026 -0.2%
Northern Trust
13
Northern Trust
Illinois
$948M 9,775,649 -28,634 -0.3%
Charles Schwab
14
Charles Schwab
California
$892M 9,193,668 -2,231,655 -20%
Ameriprise
15
Ameriprise
Minnesota
$820M 8,445,140 -418,975 -5%
Betterment LLC
16
Betterment LLC
New York
$768M 7,922,519 +404,165 +5%
AA
17
Acorns Advisers
California
$762M 7,857,357 +537,111 +7%
WI
18
WealthNavi Inc
Japan
$687M 7,082,440 +324,431 +5%
LPL Financial
19
LPL Financial
California
$651M 6,715,157 -358,321 -5%
Truist Financial
20
Truist Financial
North Carolina
$549M 5,665,023 +840,455 +17%
UBS Group
21
UBS Group
Switzerland
$542M 5,590,818 -617,946 -10%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$536M 5,529,481 +1,739,813 +46%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$531M 5,470,173 -1,117,114 -17%
TF
24
TIAA FSB
Florida
$520M 5,351,145 +115,091 +2%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$498M 5,132,356 +46,171 +0.9%
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