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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$800M
2
AF
Allworth Financial
California
$82.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
GC
Guggenheim Capital
Illinois
$0
5
TAIM
TD Ameritrade Investment Management
Nebraska
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
JPG
276
Jordan Park Group
California
$16.6M -$1.12M -10,457 -6%
Financial Engines Advisors
277
Financial Engines Advisors
California
$16.4M +$1.55M +14,495 +10%
ACM
278
Agincourt Capital Management
Virginia
$16.4M -$305K -2,850 -2%
FAT
279
First American Trust
California
$16.1M -$8.89M -83,034 -36%
AG
280
Ascent Group
Virginia
$15.9M +$7.14M +66,647 +82%
S
281
Surevest
California
$15.8M +$15.4M +144,152 +4,158%
FLPIM
282
F.L. Putnam Investment Management
Massachusetts
$15.7M +$167K +1,555 +1%
G
283
Gainplan
Michigan
$15.7M -$1.21M -11,275 -7%
MSFS
284
Main Street Financial Solutions
Pennsylvania
$15.6M +$1.01M +9,435 +7%
WIC
285
Whitegate Investment Counselors
New Hampshire
$15.6M -$266K -2,487 -2%
VCM
286
Verger Capital Management
North Carolina
$15.6M +$45.3K +423 +0.3%
BWCS
287
Beirne Wealth Consulting Services
Connecticut
$15.5M +$304K +2,842 +2%
CA
288
Cetera Advisors
Colorado
$15.5M -$6.43M -60,068 -29%
WSTAM
289
Wilbanks Smith & Thomas Asset Management
Virginia
$15.3M -$1.42M -13,850 -8%
APA
290
American Portfolios Advisors
New York
$15.2M -$4.72M -44,035 -24%
KP
291
Keel Point
Alabama
$15.2M -$1.66M -15,474 -10%
CIBC World Market
292
CIBC World Market
Ontario, Canada
$15.2M -$1.34M -12,482 -8%
FA
293
FC Advisory
Pennsylvania
$15.1M -$176K -1,639 -1%
SWP
294
Stratos Wealth Partners
Ohio
$15.1M +$3.47M +32,443 +30%
RCG
295
Rock Creek Group
District of Columbia
$15.1M -$4.81M -44,931 -24%
LFS
296
Legacy Financial Strategies
Kansas
$15.1M +$678K +6,332 +5%
ISWM
297
Independent Solutions Wealth Management
New York
$15M -$139K -1,300 -0.9%
SFG
298
Snider Financial Group
Washington
$14.8M -$30.6K -286 -0.2%
FSC
299
Full Sail Capital
Oklahoma
$14.8M -$646K -6,031 -4%
GAG
300
GM Advisory Group
New York
$14.7M -$599K -5,596 -4%
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