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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 %
GCL
576
Gouws Capital LLC
North Carolina
$3.9M -$35.3K -330 -0.9%
AMG
577
Asset Management Group
Connecticut
$3.89M +$10.2K +95 +0.3%
RSWM
578
Robertson Stephens Wealth Management
California
$3.89M +$482K +4,501 +14%
OC
579
Oppenheimer & Co
New York
$3.89M -$675K -6,304 -15%
TC
580
Telemus Capital
Michigan
$3.87M +$213K +1,990 +6%
BA
581
Ballew Advisors
Mississippi
$3.85M +$457K +4,359 +13%
TFCP
582
Twin Focus Capital Partners
Massachusetts
$3.85M -$472K -4,404 -11%
CWA
583
Clarus Wealth Advisors
Arizona
$3.84M +$68.3K +655 +2%
RK
584
Rather & Kittrell
Tennessee
$3.84M -$339K -3,167 -8%
FFA
585
First Foundation Advisors
California
$3.83M -$201K -1,875 -5%
EP
586
Eudaimonia Partners
Tennessee
$3.8M +$3.8M +35,475 New
GIA
587
Gladstone Institutional Advisory
Florida
$3.78M -$588K -5,492 -13%
DG
588
DMC Group
Alabama
$3.77M -$724K -7,029 -16%
DWM
589
Dakota Wealth Management
Florida
$3.77M -$471K -4,401 -11%
OCM
590
One Capital Management
California
$3.73M -$88.9K -830 -2%
Principal Financial Group
591
Principal Financial Group
Iowa
$3.73M +$129K +1,203 +4%
OCG
592
Opus Capital Group
Ohio
$3.67M +$2.22M +20,756 +154%
SI
593
Saxon Interests
Texas
$3.66M -$136K -1,266 -4%
SWPG
594
Strategic Wealth Partners Group
Illinois
$3.65M -$10.4M -96,905 -74%
IIA
595
Integral Investment Advisors
California
$3.61M +$570K +5,323 +19%
RFG
596
Range Financial Group
Oregon
$3.6M -$141K -1,317 -4%
LSPW
597
Lake Street Private Wealth
Illinois
$3.58M -$153K -1,430 -4%
MSWMA
598
Market Street Wealth Management Advisors
Indiana
$3.57M +$2.73M +25,504 +326%
GSWM
599
Greenup Street Wealth Management
Michigan
$3.56M -$2.46M -22,938 -41%
WWP
600
Waypoint Wealth Partners
California
$3.55M +$3.55M +33,118 New
22 23
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