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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 %
BMD
626
Better Money Decisions
New Mexico
$3.2M -$418K -3,898 -12%
LF
627
Lee Financial
Texas
$3.19M -$259K -2,418 -8%
LHWM
628
Lake Hills Wealth Management
Texas
$3.15M +$131K +1,223 +4%
AWE
629
Avidian Wealth Enterprises
Texas
$3.15M +$440K +4,112 +16%
GBT
630
Grove Bank & Trust
Florida
$3.15M -$194K -1,807 -6%
RIA
631
Regal Investment Advisors
Michigan
$3.13M -$649K -6,059 -17%
WWM
632
Western Wealth Management
Colorado
$3.13M +$2.37M +22,095 +311%
MWM
633
Mascoma Wealth Management
New Hampshire
$3.12M -$277K -2,591 -8%
SC
634
Savant Capital
Illinois
$3.09M -$634K -5,922 -17%
ONB
635
Old National Bancorp
Indiana
$3.08M -$190K -1,774 -6%
FPW
636
Flagship Private Wealth
Massachusetts
$3.06M +$96.2K +898 +3%
NEGWA
637
New England Guild Wealth Advisors
Connecticut
$3.04M -$136K -1,269 -4%
MLFP
638
MPS Loria Financial Planners
Illinois
$3.03M -$431K -4,025 -12%
GTAM
639
Global Trust Asset Management
Florida
$3.03M -$36.1K -337 -1%
CGA
640
Crescent Grove Advisors
Illinois
$3.01M -$369K -3,445 -11%
BFIC
641
Bedell Frazier Investment Counselling
California
$2.99M +$659K +6,150 +28%
ZCM
642
Ziegler Capital Management
Illinois
$2.97M – – –
BSB
643
Bangor Savings Bank
Maine
$2.96M -$161K -1,501 -5%
MWM
644
Meridian Wealth Management
Kentucky
$2.96M -$132K -1,231 -4%
BS
645
Banco Santander
Spain
$2.96M +$146K +1,367 +5%
CAM
646
Cresset Asset Management
Illinois
$2.94M +$315K +2,942 +12%
G
647
GenTrust
Florida
$2.92M -$363K -3,391 -11%
APWM
648
Atlas Private Wealth Management
New York
$2.92M +$225K +2,099 +8%
DWA
649
Delos Wealth Advisors
Texas
$2.92M -$1.95M -18,243 -40%
CWM
650
C2C Wealth Management
Arizona
$2.92M -$303K -2,930 -9%
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