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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 %
WFA
826
WestHill Financial Advisors
California
$1.36M +$13.2K +123 +1%
NWM
827
Northwest Wealth Management
Iowa
$1.36M +$33.9K +317 +3%
SCA
828
Scott Capital Advisors
Oregon
$1.35M +$1.12M +10,457 +486%
BAM
829
Blueshift Asset Management
New Jersey
$1.35M +$1.35M +12,581 New
NWM
830
NEIRG Wealth Management
Massachusetts
$1.34M +$58.3K +544 +5%
TWM
831
Tanager Wealth Management
United Kingdom
$1.33M -$1.69M -15,810 -56%
SIA
832
Schechter Investment Advisors
Michigan
$1.33M -$17.4M -162,832 -93%
MFA
833
Mayflower Financial Advisors
Massachusetts
$1.32M +$235K +2,199 +22%
VVP
834
Venture Visionary Partners
Ohio
$1.32M -$165K -1,541 -11%
WCG
835
Weaver Consulting Group
California
$1.32M -$130K -1,210 -9%
TWC
836
TD Waterhouse Canada
Ontario, Canada
$1.31M -$64.7K -606 -5%
RWM
837
RBA Wealth Management
California
$1.3M -$19.8K -185 -1%
BFPW
838
BOK Financial Private Wealth
Colorado
$1.3M -$3.17M -29,561 -71%
GPA
839
Garrison Point Advisors
California
$1.3M -$214 -2 -0%
AIA
840
Affinity Investment Advisors
California
$1.3M – – –
GL
841
Graypoint LLC
New York
$1.29M +$2.68K +25 +0.2%
Lido Advisors
842
Lido Advisors
California
$1.29M -$131K -1,227 -9%
RA
843
Rise Advisors
New York
$1.28M -$470K -4,391 -27%
BEI
844
Benjamin Edwards Inc
Missouri
$1.28M +$294K +2,748 +30%
WSFS
845
Wilmington Savings Fund Society
Delaware
$1.28M -$199K -1,862 -13%
TIM
846
Total Investment Management
Arizona
$1.28M +$34.5K +322 +3%
FWP
847
Firethorn Wealth Partners
Georgia
$1.28M -$388K -3,619 -23%
SHFA
848
SC&H Financial Advisors
Maryland
$1.26M +$543K +5,067 +76%
JIP
849
Jaffetilchin Investment Partners
Florida
$1.26M -$4.32K -42 -0.3%
PA
850
Procyon Advisors
Connecticut
$1.25M +$111K +1,039 +10%
32 33
34
35 36