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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,549 hedge funds and large institutions have $70.3B invested in iShares Core US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 560 increasing their positions, 702 reducing their positions, and 151 closing their positions.

Holders
1,549
Holders Change
-35
Holders Change %
-2.21%
% of All Funds
24.51%
Holding in Top 10
272
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-7.48%
% of All Funds
4.3%
New
134
Increased
560
Reduced
702
Closed
151
Calls
$72.9M
Puts
$9.56M
Net Calls
+$63.3M
Net Calls Change
+$48.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.22B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.46B
3
Wells Fargo
3
Wells Fargo
California
$5.45B
4
SDIC
4
South Dakota Investment Council
South Dakota
$251M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$491M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$800M
2
AF
2
Allworth Financial
California
$82.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
GC
4
Guggenheim Capital
Illinois
$0
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$2B
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
251
VOYA Investment Management
Georgia
$18.8M 175,874 +33,130 +23%
SG
252
StoneX Group
New York
$18.8M 175,663 +6,593 +4%
PL
253
Protective Life
Alabama
$18.8M 175,490 – –
GGS
254
Galvin Gaustad & Stein
Arizona
$18.6M 173,910 -6,165 -3%
TIA
255
Tiemann Investment Advisors
California
$18.6M 173,489 +6,706 +4%
WT
256
Washington Trust
Rhode Island
$18.4M 172,230 -6,471 -4%
PFS
257
Prospera Financial Services
Texas
$18.4M 171,852 -2,681 -2%
OBWG
258
Onyx Bridge Wealth Group
New York
$18.4M 177,759 +19,448 +12%
WB
259
Webster Bank
Connecticut
$18.4M 171,695 -19,062 -10%
ACP
260
Aveo Capital Partners
Colorado
$18.3M 170,435 +5,695 +3%
BIS
261
BG Investment Services
Guam
$18.1M 169,098 +17,657 +12%
FCIM
262
Fairview Capital Investment Management
California
$18M 168,025 -26,416 -14%
SPIA
263
Strategic Point Investment Advisors
Rhode Island
$17.9M 167,283 -1,234 -0.7%
HWIS
264
Hancock Whitney Investment Services
Louisiana
$17.8M 166,399 -464,803 -74%
FBT
265
First Bank & Trust
South Dakota
$17.8M 166,358 +165,882 +34,849%
CWM
266
Chesapeake Wealth Management
Virginia
$17.7M 165,467 -3,513 -2%
DP
267
DDD Partners
Washington
$17.6M 164,645 -3,242 -2%
DI
268
Diligent Investors
California
$17.6M 164,269 -19,027 -10%
AWA
269
Archvest Wealth Advisors
California
$17.4M 162,416 -2,883 -2%
DT
270
Diversified Trust
Tennessee
$17.2M 161,034 +93,180 +137%
GLLW
271
Graves Light Lenhart Wealth
Virginia
$17.2M 160,749 +16,733 +12%
Cerity Partners
272
Cerity Partners
New York
$17.2M 163,022 +141,186 +647%
BSSFA
273
Baron Silver Stevens Financial Advisors
Florida
$17.1M 159,733 -3,169 -2%
BWM
274
Boyd Wealth Management
California
$16.9M 158,182 +79,257 +100%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$16.9M 164,452 -4,710 -3%
9 10
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