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 %
RWM
676
RKL Wealth Management
Pennsylvania
$2.57M +$1.79M +16,715 +230%
SRC
677
Shufro Rose & Co
New York
$2.56M +$67.5K +630 +3%
GMA
678
Glassy Mountain Advisors
Maryland
$2.55M +$105K +977 +4%
JCM
679
J2 Capital Management
Michigan
$2.54M -$4.08M -38,090 -62%
CAG
680
Csenge Advisory Group
Florida
$2.52M +$1.33M +12,409 +112%
GFP
681
Gryphon Financial Partners
Ohio
$2.51M +$783K +7,307 +45%
PWP
682
Personal Wealth Partners
Minnesota
$2.51M -$262K -2,447 -9%
Squarepoint
683
Squarepoint
New York
$2.5M -$2.19M -20,462 -47%
WFAG
684
Wescott Financial Advisory Group
Pennsylvania
$2.48M +$258K +2,406 +12%
DC
685
DeDora Capital
California
$2.47M +$2.47M +23,023 New
TWA
686
TCI Wealth Advisors
Arizona
$2.46M +$2.34M +21,867 +2,040%
SI
687
Stephens Inc
Arkansas
$2.45M -$12.3K -115 -0.5%
LNWTC
688
Laird Norton Wetherby Trust Company
Washington
$2.44M +$1.13M +10,558 +86%
SF
689
Summit Financial
New Jersey
$2.44M -$14.9M -13,895 -86%
ACP
690
Aviance Capital Partners
Florida
$2.44M +$203K +1,895 +9%
PFG
691
Pacific Financial Group
Washington
$2.43M -$85.9K -802 -3%
MSAGDF
692
Moneda SA Administradora General de Fondos
Chile
$2.42M +$20.5K +191 +0.9%
DCM
693
Donaldson Capital Management
Indiana
$2.41M -$388K -3,627 -14%
BP
694
Ballentine Partners
Massachusetts
$2.39M +$120K +1,124 +5%
CGL
695
Clarius Group LLC
Washington
$2.38M – – –
ACA
696
Ackerman Capital Advisors
Texas
$2.38M +$319K +2,977 +15%
WMA
697
Wealth Management Associates
New Jersey
$2.37M -$2.57K -24 -0.1%
AIS
698
American Investment Services
Massachusetts
$2.34M +$276K +2,573 +13%
MWM
699
McNaughton Wealth Management
California
$2.31M +$817K +7,629 +55%
LRWA
700
Long Run Wealth Advisors
New York
$2.3M -$233K -2,176 -9%
26 27
28
29 30