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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 %
SFG
726
Sovereign Financial Group
Connecticut
$2.08M -$269K -2,510 -11%
Retirement Systems of Alabama
727
Retirement Systems of Alabama
Alabama
$2.07M -$214 -2 -0%
GW
728
GW & Wade
Massachusetts
$2.07M +$62.5K +584 +3%
DPI
729
Diversified Portfolios Inc
Michigan
$2.07M +$135K +1,265 +7%
BFM
730
Broadview Financial Management
Wisconsin
$2.07M +$703K +6,563 +52%
AWMS
731
Advocacy Wealth Management Services
Georgia
$2.05M -$249K -2,330 -11%
SW
732
Solidarity Wealth
Utah
$2.03M +$2.03M +19,726 New
WP
733
WealthSource Partners
California
$2M -$1.37M -12,777 -41%
HF
734
HRT Financial
New York
$1.99M -$4.28K -40 -0.2%
VFIC
735
Valley Forge Investment Consultants
Pennsylvania
$1.97M -$78.4K -732 -4%
WA
736
Wealth Alliance
New York
$1.97M -$250K -2,335 -11%
EW
737
Emerson Wealth
Michigan
$1.96M +$56.5K +3,475 +3%
FAM
738
Flaharty Asset Management
Florida
$1.95M -$260K -2,429 -12%
RJTCONH
739
Raymond James Trust Company of New Hampshire
New Hampshire
$1.95M +$1.95M +18,229 New
PG
740
Patten Group
Tennessee
$1.95M -$167K -1,557 -8%
JG
741
Jefferies Group
New York
$1.95M +$452K +4,224 +30%
WPW
742
Waldron Private Wealth
Pennsylvania
$1.93M -$2.9M -27,106 -60%
Deutsche Bank
743
Deutsche Bank
Germany
$1.93M – – –
EWM
744
Evermay Wealth Management
Virginia
$1.92M +$1.92M +17,964 New
BFC
745
Blue Fin Capital
Rhode Island
$1.91M +$93K +869 +5%
SAM
746
Stone Asset Management
Texas
$1.9M -$1.35M -12,595 -42%
TCM
747
Traynor Capital Management
Pennsylvania
$1.9M -$658K -6,147 -26%
TI
748
tru Independence
Oregon
$1.9M -$4.69M -43,840 -71%
CI
749
Cambiar Investors
Colorado
$1.9M -$161K -1,500 -8%
OAM
750
Occidental Asset Management
California
$1.89M +$504K +4,704 +36%
28 29
30
31 32