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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 %
CS
651
Comerica Securities
Michigan
$2.92M -$1.36M -12,714 -32%
FF
652
FourThought Financial
Florida
$2.91M -$1.18K -11 -0%
ODIJL
653
One Day In July LLC
Vermont
$2.88M +$522K +4,873 +22%
DC
654
Davenport & Co
Virginia
$2.88M -$458K -4,281 -14%
WTC
655
WhitTier Trust Company
Nevada
$2.87M -$216K -2,013 -7%
HA
656
HYA Advisors
Missouri
$2.86M -$534K -4,990 -16%
UB
657
UMB Bank
Missouri
$2.86M -$92.1K -860 -3%
BFG
658
Barber Financial Group
Kansas
$2.84M +$2.65M +24,693 +1,350%
AFS
659
AFG Fiduciary Services
Massachusetts
$2.81M -$1.17M -10,952 -29%
IDA
660
Intelligence Driven Advisers
California
$2.79M +$1M +9,502 +56%
BB
661
Busey Bank
Illinois
$2.79M – – –
GSIS
662
Global Strategic Investment Solutions
Arizona
$2.75M -$425K -3,969 -13%
BWG
663
Beta Wealth Group
California
$2.74M -$4.7M -43,921 -63%
AWA
664
Aletheian Wealth Advisors
Washington
$2.74M +$1.14M +10,611 +71%
CCG
665
Cypress Capital Group
Florida
$2.72M +$703K +6,571 +35%
PCA
666
Personal Capital Advisors
California
$2.69M +$210K +1,956 +8%
JIR
667
James Investment Research
Ohio
$2.69M +$619K +5,784 +30%
LHC
668
Little House Capital
Massachusetts
$2.67M +$2.67M +24,904 New
HI
669
Hendershot Investments
Virginia
$2.66M -$202K -1,887 -7%
BFA
670
Bluestem Financial Advisors
Illinois
$2.66M +$2.66M +24,837 New
GA
671
GoalVest Advisory
New York
$2.64M +$2.64M +24,665 New
RIG
672
Ramiah Investment Group
Wisconsin
$2.64M +$2.64M +24,630 New
FCMT
673
Founders Capital Management (Texas)
Texas
$2.63M – – –
MWM
674
MorganRosel Wealth Management
Colorado
$2.62M +$505K +4,711 +24%
NFP
675
Narus Financial Partners
Utah
$2.61M +$2.61M +24,367 New
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