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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 %
SA
351
Sunesis Advisors
Kansas
$11.4M +$84.6K +790 +0.8%
CTA
352
Chesley Taft & Associates
Illinois
$11.3M -$2.51M -24,005 -18%
HFS
353
HBC Financial Services
Washington
$11.3M +$355K +3,411 +3%
IWM
354
IHT Wealth Management
Illinois
$11.2M +$1.04M +9,678 +10%
ECG
355
Edge Capital Group
Georgia
$11.2M -$11M -102,914 -50%
VPW
356
Vericrest Private Wealth
Pennsylvania
$11.2M -$1.3M -12,115 -10%
AWA
357
Aaron Wealth Advisors
Illinois
$11.2M +$10.8M +1,156,226 +2,948%
TCPWM
358
Traverso Chambers Private Wealth Management
California
$11.1M -$9.72M -90,769 -47%
EEP
359
Edgehill Endowment Partners
Connecticut
$11.1M -$2.83M -26,418 -20%
ASN
360
Advisory Services Network
Georgia
$11M -$1.77M -16,531 -14%
SAMC
361
Spectrum Asset Management (Connecticut)
Connecticut
$10.9M +$10.9M +101,801 New
PFT
362
Providence First Trust
Arizona
$10.7M -$391K -3,647 -4%
HTC
363
Haverford Trust Company
Pennsylvania
$10.7M -$9.75K -91 -0.1%
PPA
364
Parametric Portfolio Associates
Washington
$10.6M -$81.5M -760,607 -88%
FTA
365
Financial & Tax Architects
Missouri
$10.6M +$2.03M +18,932 +24%
MLICM
366
Metropolitan Life Insurance Company (MetLife)
New York
$10.4M – – –
VCA
367
Verdence Capital Advisors
Maryland
$10.4M -$204K -1,905 -2%
OFG
368
OTA Financial Group
New York
$10.3M +$3.72M +34,749 +56%
AWA
369
Arete Wealth Advisors
Illinois
$10.3M -$189K -1,762 -2%
OFG
370
Omega Financial Group
California
$10.2M +$1.4M +13,096 +16%
AWM
371
Aries Wealth Management
Maine
$10.2M +$10.2M +95,600 New
TC
372
Tenret Company
Florida
$10.1M +$9.79M +91,450 +2,823%
RWG
373
Regal Wealth Group
California
$10.1M -$372K -3,564 -4%
WCM
374
Wealthcare Capital Management
Virginia
$10M -$509K -4,754 -5%
FHA
375
First Horizon Advisors
Tennessee
$9.98M -$26.5M -246,966 -73%
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