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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 %
IAN
301
Integrated Advisors Network
Texas
$14.7M +$6.6M +61,616 +82%
NYLIM
302
New York Life Investment Management
New York
$14.5M -$271K -2,526 -2%
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$14.5M -$5.32M -49,674 -27%
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$14.2M +$6.99M +65,250 +97%
Manulife (Manufacturers Life Insurance)
305
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M -$114K -1,062 -0.8%
SYBT
306
Stock Yards Bank & Trust
Kentucky
$14.1M -$3.21M -29,964 -19%
KCM
307
Karp Capital Management
California
$14.1M -$254K -2,368 -2%
CH
308
Canton Hathaway
Rhode Island
$14.1M – – –
MPPLM
309
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$14M +$1.25M +11,628 +10%
GWM
310
Geneos Wealth Management
Colorado
$13.9M -$5.26M -49,121 -27%
GC
311
Grimes & Company
Massachusetts
$13.9M +$7.17M +66,905 +107%
NC
312
NewSquare Capital
Pennsylvania
$13.8M -$333K -3,110 -2%
HWMA
313
Heritage Wealth Management (Arizona)
Arizona
$13.7M +$13.7M +127,853 New
LNC
314
Lincoln National Corp
Pennsylvania
$13.6M +$620K +5,793 +5%
EIP
315
Easterly Investment Partners
Massachusetts
$13.5M – – –
Daiwa Securities Group
316
Daiwa Securities Group
Japan
$13.3M -$632K -5,900 -5%
DSAM
317
Dock Street Asset Management
Florida
$13.2M +$1.28M +11,982 +11%
AA
318
Ancora Advisors
Ohio
$13.2M +$373K +3,479 +3%
IWC
319
Integrated Wealth Concepts
Massachusetts
$13.1M -$1.39M -12,976 -10%
CIP
320
Capital Insight Partners
Arizona
$13.1M -$135K -1,256 -1%
SFA
321
Souders Financial Advisors
Ohio
$13.1M +$599K +5,591 +5%
BA
322
Ballast Advisors
Minnesota
$13M +$66.8K +624 +0.5%
PWPCM
323
Perella Weinberg Partners Capital Management
New York
$13M -$48.6K -454 -0.4%
WT
324
Whittier Trust
California
$12.9M +$314K +2,930 +2%
ACA
325
Affinity Capital Advisors
California
$12.9M -$4.08M -38,087 -24%
11 12
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