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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
+$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 %
NAG
376
Northstar Advisory Group
New Jersey
$9.85M +$7.2M +67,255 +272%
STA
377
Summit Trail Advisors
New York
$9.77M +$1.12M +10,464 +13%
QCG
378
Quadrant Capital Group
Ohio
$9.61M -$284K -2,648 -3%
BC
379
Burleson & Co
California
$9.59M -$2.26M -21,075 -19%
JWCA
380
J.W. Cole Advisors
Florida
$9.58M +$93K +868 +1%
RC
381
Roundview Capital
New Jersey
$9.58M -$330K -3,080 -3%
IA
382
IFP Advisors
Florida
$9.57M +$3.06M +28,784 +47%
ECM
383
Exchange Capital Management
Michigan
$9.54M +$1.97M +18,394 +26%
NCM
384
Northland Capital Management
Minnesota
$9.5M +$752K +7,021 +9%
HNWAG
385
High Net Worth Advisory Group
Florida
$9.42M +$265K +2,478 +3%
LGWM
386
Litman Gregory Wealth Management
California
$9.32M -$1.05M -9,800 -10%
CL
387
CPWM LLC
Washington
$9.28M -$646K -6,030 -7%
NL
388
NWAM LLC
Washington
$9.07M -$241K -2,250 -3%
AFP
389
Ausdal Financial Partners
Iowa
$9.07M -$306K -2,859 -3%
JGIA
390
Jackson Grant Investment Advisers
Connecticut
$9.07M -$141K -1,314 -2%
National Bank of Canada
391
National Bank of Canada
Quebec, Canada
$9.01M -$3.02M -28,044 -25%
CWP
392
Corepath Wealth Partners
Arizona
$8.97M +$621K +5,993 +7%
MBTD
393
Mechanics Bank - Trust Department
California
$8.95M -$71.6K -669 -0.8%
CM
394
Columbus Macro
Pennsylvania
$8.83M +$289K +2,698 +3%
FPCG
395
Forum Private Client Group
Indiana
$8.83M +$8.83M +82,403 New
COI
396
Connable Office Inc
Michigan
$8.8M +$96.5K +901 +1%
GWMIA
397
Global Wealth Management Investment Advisory
Florida
$8.76M +$1.38M +12,865 +19%
SWA
398
Stratos Wealth Advisors
Ohio
$8.74M -$16.3M -152,103 -65%
AIA
399
Arbor Investment Advisors
North Carolina
$8.71M +$1.92M +17,929 +28%
Susquehanna International Group
400
Susquehanna International Group
Pennsylvania
$8.71M +$8.71M +81,311 New
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