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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 %
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.52M -$295K -2,752 -16%
ACM
802
AUA Capital Management
Pennsylvania
$1.52M -$27.6K -258 -2%
CCA
803
Cobblestone Capital Advisors
New York
$1.5M -$80.7K -753 -5%
ATC
804
Argent Trust Co
Tennessee
$1.49M +$179K +1,676 +14%
Kayne Anderson Rudnick Investment Management
805
Kayne Anderson Rudnick Investment Management
California
$1.48M -$683K -6,380 -32%
MA
806
Modus Advisors
Minnesota
$1.47M -$106K -990 -7%
YIA
807
YHB Investment Advisors
Connecticut
$1.47M -$716K -6,683 -33%
EIP
808
Ellis Investment Partners
Pennsylvania
$1.46M -$191K -1,780 -12%
XF
809
XML Financial
Maryland
$1.46M -$395K -3,683 -21%
ACM
810
Alamar Capital Management
California
$1.46M +$745K +6,959 +105%
FPS
811
Fieldpoint Private Securities
Connecticut
$1.45M +$18.1K +169 +1%
ISL
812
Ingalls & Snyder LLC
New York
$1.45M -$3.5M -32,670 -71%
SEIA
813
Signature Estate & Investment Advisors
California
$1.44M -$3.23M -30,188 -69%
MJB
814
Mark J. Bradley
$1.44M +$22.3K +208 +2%
MFG
815
Merit Financial Group
Georgia
$1.43M +$44.4K +415 +3%
AMR
816
Asset Management Resources
Massachusetts
$1.43M -$613K -5,724 -30%
ASFA
817
All Season Financial Advisors
Colorado
$1.42M -$82.7K -772 -6%
CFG
818
CKW Financial Group
Hawaii
$1.4M -$27.9K -261 -2%
FT
819
Fiduciary Trust
Massachusetts
$1.39M -$121K -1,132 -8%
FIB
820
First Interstate Bank
Montana
$1.38M +$35.2K +329 +3%
PI
821
PineBridge Investments
New York
$1.37M -$145K -1,350 -10%
AWM
822
Avior Wealth Management
Nebraska
$1.37M +$27.5K +257 +2%
RWB
823
RMR Wealth Builders
New Jersey
$1.37M -$1.39M -13,006 -50%
CIC
824
Carnegie Investment Counsel
Ohio
$1.37M -$18.6K -174 -1%
CC
825
Cadinha & Co
Hawaii
$1.37M +$24.5K +229 +2%
31 32
33
34 35