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 %
APP
526
Avantax Planning Partners
Iowa
$4.88M -$472K -4,403 -9%
SFP
527
Strategic Financial Partners
Oregon
$4.88M +$122K +1,142 +3%
AT
528
American Trust
Kentucky
$4.87M +$4.48M +41,868 +1,171%
CGFA
529
Colton Groome Financial Advisors
North Carolina
$4.83M -$346K -3,233 -7%
CWA
530
Canvas Wealth Advisors
Kansas
$4.73M -$736K -7,192 -13%
AW
531
Avion Wealth
Texas
$4.71M -$14M -130,693 -75%
1SB
532
1ST Source Bank
Indiana
$4.7M -$587K -5,478 -11%
CAMG
533
CWA Asset Management Group
Florida
$4.7M +$2.85M +26,599 +154%
HWA
534
Hillcrest Wealth Advisors
New Jersey
$4.69M +$102K +955 +2%
SSW
535
Smith Shellnut Wilson
Mississippi
$4.68M +$107 +1 +0%
DWM
536
Doyle Wealth Management
Florida
$4.58M -$5.94M -55,416 -56%
EWA
537
Exencial Wealth Advisors
Oklahoma
$4.58M -$305K -2,847 -6%
TT
538
TI-Trust
Illinois
$4.57M +$29.3K +274 +0.6%
ACM
539
AlphaStar Capital Management
North Carolina
$4.56M -$147K -1,369 -3%
FA
540
Flagstar Advisors
New York
$4.55M +$145K +1,358 +3%
OHWP
541
Oak Harbor Wealth Partners
North Carolina
$4.55M +$59.5K +556 +1%
PIMG
542
Patriot Investment Management Group
Tennessee
$4.54M +$10.7K +100 +0.2%
CCP
543
Corient Capital Partners
California
$4.54M -$43.4K -405 -0.9%
AF
544
Advisornet Financial
Minnesota
$4.52M -$322K -3,009 -7%
FNBT
545
FineMark National Bank & Trust
Florida
$4.52M -$110K -1,024 -2%
SIAM
546
Sterling Investment Advisors (Missouri)
Missouri
$4.52M -$174K -1,623 -4%
HCM
547
Hollencrest Capital Management
California
$4.52M +$37.3K +348 +0.8%
OWM
548
Orgel Wealth Management
Wisconsin
$4.42M -$3.41M -31,858 -44%
LTL
549
Lowery Thomas LLC
California
$4.4M -$380K -3,552 -8%
ATPW
550
Ashton Thomas Private Wealth
Arizona
$4.39M +$1.23M +11,450 +39%
20 21
22
23 24