AGG icon

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
+$428M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$372M
3
Wells Fargo
Wells Fargo
California
+$322M
4
SDIC
South Dakota Investment Council
South Dakota
+$251M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$202M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$422M
2
AF
Allworth Financial
California
-$351M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$297M
4
GC
Guggenheim Capital
Illinois
-$250M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
326
Riverview Trust Company
Washington
$12.8M +$1.67M +15,594 +15%
HW
327
Hancock Whitney
Mississippi
$12.6M -$3.02M -28,171 -19%
SFP
328
Shepherd Financial Partners
Massachusetts
$12.6M +$354K +3,313 +3%
FPAS
329
Focus Partners Advisor Solutions
Missouri
$12.5M +$12.5M +116,801 New
JWM
330
Janiczek Wealth Management
Colorado
$12.4M -$723K -6,755 -6%
Northern Trust
331
Northern Trust
Illinois
$12.3M -$1.24M -1,162,084 -9%
PCP
332
Proficio Capital Partners
Massachusetts
$12.3M -$2.86M -26,688 -19%
MIAN
333
Mariner Independent Advisor Network
Kansas
$12.3M +$4.97M +46,703 +68%
CAM
334
Caprin Asset Management
Virginia
$12.3M -$947K -8,838 -7%
GC
335
Gould Capital
Washington
$12.1M +$1.31M +12,229 +12%
GCA
336
Greenwood Capital Associates
South Carolina
$12.1M +$162K +1,509 +1%
IWP
337
Innova Wealth Partners
Pennsylvania
$12.1M -$786K -7,341 -6%
TPCW
338
TD Private Client Wealth
New York
$12.1M -$14.6M -135,977 -55%
CB
339
Commerce Bank
Missouri
$12M +$155K +1,444 +1%
DAS
340
Dynamic Advisor Solutions
Arizona
$12M +$839K +7,834 +8%
PA
341
Parallel Advisors
California
$12M -$1.51M -14,070 -11%
BC
342
Bowman & Company
Wisconsin
$11.9M +$127K +1,186 +1%
BWA
343
BlueSky Wealth Advisors
North Carolina
$11.8M -$349K -3,257 -3%
PFM
344
Peak Financial Management
Massachusetts
$11.7M +$139K +1,297 +1%
ACS
345
Archford Capital Strategies
Illinois
$11.7M +$1.04M +9,794 +10%
CWG
346
Cornerstone Wealth Group
North Carolina
$11.7M +$1.39K +13 +0%
LL
347
LPWM LLC
Minnesota
$11.6M +$10.4M +99,262 +884%
PCM
348
Presidio Capital Management
California
$11.5M +$3.72M +34,727 +48%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$11.5M +$119K +1,111 +1%
AF
350
Arrow Financial
New York
$11.5M -$2.73M -25,469 -19%
12 13
14
15 16