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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 %
CW
601
CreativeOne Wealth
Kansas
$3.55M +$703K +6,563 +25%
FA
602
Fagan Associates
New York
$3.54M -$79.7K -744 -2%
PP
603
Prosperity Planning
Missouri
$3.52M – – –
MA
604
MBA Advisors
Pennsylvania
$3.52M +$414K +3,866 +13%
BFM
605
Boston Financial Management
Massachusetts
$3.5M +$3.5M +32,707 New
FCBT
606
First Citizens Bank & Trust
North Carolina
$3.5M -$452K -4,218 -11%
First Trust Advisors
607
First Trust Advisors
Illinois
$3.49M -$324K -3,022 -8%
WA
608
Winfield Associates
Ohio
$3.49M -$491K -4,586 -12%
LFAS
609
Level Four Advisory Services
Texas
$3.49M -$11.6K -108 -0.3%
KBFS
610
Kohmann Bosshard Financial Services
Ohio
$3.49M +$377K +3,523 +12%
TC
611
Titleist Capital
Texas
$3.47M +$493K +4,605 +17%
CANC
612
Culbertson A N & Co
Virginia
$3.45M -$191K -1,785 -5%
LSAG
613
Lake Street Advisors Group
New Hampshire
$3.44M -$2.9M -27,049 -46%
CF
614
Copperwynd Financial
Arizona
$3.41M +$3.41M +31,863 New
WHG
615
Westwood Holdings Group
Texas
$3.39M -$172K -1,607 -5%
SSWM
616
Smith Salley Wealth Management
North Carolina
$3.38M -$478K -4,464 -12%
AWMG
617
Alliance Wealth Management Group
New Jersey
$3.34M +$387K +3,611 +13%
RCAG
618
Rehmann Capital Advisory Group
Michigan
$3.33M -$3.17M -29,534 -49%
BRWA
619
B. Riley Wealth Advisors
Florida
$3.32M +$310K +2,891 +10%
NI
620
NYL Investors
New York
$3.32M +$64.3K +600 +2%
CAL
621
Capital Advisors Ltd
Ohio
$3.32M -$87.8K -820 -3%
OCM
622
Objective Capital Management
Ohio
$3.31M -$1.83M -17,112 -36%
BAM
623
Belpointe Asset Management
Nevada
$3.31M -$2.24M -20,945 -40%
SS
624
Simplicity Solutions
Minnesota
$3.25M +$2.71M +25,263 +497%
NCG
625
Newport Capital Group
New Jersey
$3.24M -$233K -2,174 -7%
23 24
25
26 27