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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 %
IA
926
IFG Advisory
Georgia
$984K -$833K -7,777 -46%
AWM
927
Angeles Wealth Management
California
$979K +$979K +9,140 New
IFWM
928
Institute for Wealth Management
Colorado
$970K -$225K -2,102 -19%
BBNA
929
Bremer Bank National Association
Minnesota
$970K +$2.57K +24 +0.3%
WP
930
WealthPLAN Partners
Nebraska
$968K +$44.1K +429 +5%
WIM
931
WealthPlan Investment Management
Nebraska
$968K +$968K +9,409 New
GLA
932
Good Life Advisors
Pennsylvania
$962K -$64.7K -604 -6%
PB
933
Pinnacle Bancorp
Nebraska
$961K +$22.6K +211 +2%
DP
934
Dearborn Partners
Illinois
$958K +$60.1K +561 +7%
CA
935
Cambridge Advisors
Nebraska
$957K – – –
ZIG
936
Zullo Investment Group
Pennsylvania
$952K -$81.4K -760 -8%
PAM
937
Peak Asset Management
Colorado
$949K +$37.8K +353 +4%
HHGA
938
Halbert Hargrove Global Advisors
California
$947K -$72.7K -679 -7%
MAM
939
Marquette Asset Management
Minnesota
$942K -$75.9K -708 -7%
PMFA
940
Plante Moran Financial Advisors
Michigan
$940K -$85.8K -801 -8%
PCA
941
Providence Capital Advisors
North Carolina
$938K -$1.76M -16,499 -65%
SCM
942
SCS Capital Management
Massachusetts
$938K -$125K -1,166 -12%
SHJ
943
Sharkey, Howes & Javer
Colorado
$931K -$870K -8,125 -48%
S
944
SignatureFD
Georgia
$929K -$272K -2,543 -23%
HGERS
945
Householder Group Estate & Retirement Specialist
Arizona
$908K -$39.9K -372 -4%
PFG
946
PAX Financial Group
Texas
$908K +$908K +8,480 New
AF
947
Apexium Financial
Texas
$907K – – –
SFS
948
Summit Financial Strategies
Ohio
$906K -$33.4K -312 -4%
T
949
TNF
Montana
$906K – – –
PWA
950
Physician Wealth Advisors
Utah
$894K -$5.46K -53 -0.6%
36 37
38
39 40