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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 %
PCA
426
Peddock Capital Advisors
Massachusetts
$7.41M +$19.8K +185 +0.3%
FAM
427
Frontier Asset Management
Wyoming
$7.31M +$220K +2,056 +3%
MGIA
428
Moneta Group Investment Advisors
Missouri
$7.28M +$625K +5,832 +9%
KFP
429
KMG Fiduciary Partners
Ohio
$7.26M -$1.84M -17,216 -20%
SB
430
Simmons Bank
Arkansas
$7.21M +$6.8M +63,464 +1,637%
SC
431
Scotia Capital
Ontario, Canada
$7.19M -$1.11M -10,375 -13%
Comerica Bank
432
Comerica Bank
Texas
$7M +$559K +5,392 +9%
TFS
433
TrustCore Financial Services
Tennessee
$6.99M +$2.82M +26,362 +68%
PT
434
Plimoth Trust
Massachusetts
$6.97M -$211K -1,966 -3%
HKIM
435
Hayek Kallen Investment Management
Alabama
$6.94M -$39.1K -365 -0.6%
PGWM
436
Parisi Gray Wealth Management
New Jersey
$6.87M -$311K -2,906 -4%
HI
437
Hudock Inc
Pennsylvania
$6.85M +$517K +4,831 +8%
OFS
438
Oldfather Financial Services
Nebraska
$6.84M -$1.14M -11,026 -14%
LBC
439
Lowe Brockenbrough & Co
Virginia
$6.82M +$6.82M +63,661 New
OIA
440
OneDigital Investment Advisors
Kansas
$6.72M -$1.05M -9,820 -14%
CPO
441
Cerity Partners OCIO
New York
$6.71M +$4.2M +39,174 +167%
RIM
442
Redwood Investment Management
Arizona
$6.59M +$4.39K +41 +0.1%
GFG
443
Greystone Financial Group
Michigan
$6.58M -$2.52M -23,517 -28%
FHA
444
Flagship Harbor Advisors
Massachusetts
$6.58M +$3.94M +36,754 +149%
TFF
445
The Family Firm
Maryland
$6.57M +$150K +1,400 +2%
PCIG
446
Partners Capital Investment Group
Massachusetts
$6.55M +$19.2K +179 +0.3%
ANTB
447
AMG National Trust Bank
Colorado
$6.54M -$68.5K -640 -1%
SIA
448
Sovereign Investment Advisors
Arizona
$6.53M +$19K +177 +0.3%
FFS
449
Founders Financial Securities
Maryland
$6.51M -$5.23M -48,795 -45%
MMA
450
Miracle Mile Advisors
California
$6.48M -$14.5M -135,731 -69%
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