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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 %
EW
751
Evoke Wealth
California
$1.87M -$240K -2,239 -11%
LMGAM
752
Liberty Mutual Group Asset Management
Massachusetts
$1.87M +$1.87M +17,450 New
VC
753
Veracity Capital
Georgia
$1.86M -$1.32M -12,306 -42%
RIA
754
Realta Investment Advisors
Delaware
$1.82M -$1.85M -17,227 -50%
DTC
755
Davidson Trust Company
Washington
$1.8M +$53.3K +498 +3%
MP
756
McDonald Partners
Ohio
$1.8M +$1.71M +15,989 +2,032%
CFG
757
Citizens Financial Group
Rhode Island
$1.8M +$3.11K +29 +0.2%
BWA
758
BDO Wealth Advisors
Florida
$1.79M -$55.6K -519 -3%
PWM
759
Perigon Wealth Management
California
$1.78M -$128K -1,194 -7%
OPA
760
Old Port Advisors
Maine
$1.78M +$753K +7,057 +74%
WC
761
Weil Company
California
$1.78M +$1.78M +16,585 New
AIA
762
Avalon Investment & Advisory
Texas
$1.76M -$137K -1,280 -7%
AO
763
Advisor OS
Illinois
$1.75M +$383K +3,572 +28%
AIP
764
Almanack Investment Partners
Pennsylvania
$1.75M -$178K -1,664 -9%
UAS
765
United Asset Strategies
New York
$1.74M -$55.1K -515 -3%
SW
766
SteelPeak Wealth
California
$1.73M -$1.13M -10,596 -40%
PFM
767
Parsec Financial Management
North Carolina
$1.73M -$20.3K -190 -1%
TC
768
Trilogy Capital
California
$1.73M +$34.3K +320 +2%
IP
769
Ignite Planners
California
$1.72M +$39.8K +387 +2%
HA
770
HFG Advisors
Ohio
$1.71M -$59.8K -558 -3%
DCC
771
Dow Chemical Company
Michigan
$1.7M -$57.3M -535,000 -97%
ERWM
772
Elk River Wealth Management
Colorado
$1.69M +$40K +374 +2%
GWM
773
GSB Wealth Management
Connecticut
$1.69M +$18.7K +175 +1%
NEPWA
774
New England Private Wealth Advisors
Massachusetts
$1.68M +$4.93K +46 +0.3%
BF
775
Blankinship & Foster
California
$1.66M -$718K -6,704 -30%
29 30
31
32 33