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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 %
DIP
951
DT Investment Partners
Pennsylvania
$893K +$893K +8,336 New
HFP
952
Holistic Financial Partners
Indiana
$891K – – –
CA
953
Claro Advisors
Massachusetts
$889K – – –
IC
954
Inscription Capital
Texas
$882K -$88.3K -825 -9%
BOM
955
Bank of Marin
California
$874K -$14.5K -135 -2%
IAG
956
Investment Advisory Group
Massachusetts
$870K – – –
CCMD
957
Cypress Capital Management (Delaware)
Delaware
$869K -$19.3K -180 -2%
APG
958
Abacus Planning Group
South Carolina
$868K +$868K +8,106 New
IFA
959
Interactive Financial Advisors
Illinois
$867K -$7.94M -123,686 -90%
ACM
960
Advisors Capital Management
New Jersey
$864K +$864K +8,063 New
BS
961
Boenning & Scattergood
Pennsylvania
$863K +$282K +2,636 +49%
LRPA
962
L. Roy Papp & Associates
Arizona
$856K – – –
BIAS
963
Beacon Investment Advisory Services
New Jersey
$851K -$20.7K -193 -2%
PP
964
Patron Partners
Texas
$850K -$352K -3,284 -29%
SCM
965
Stordahl Capital Management
Colorado
$846K -$8.78K -82 -1%
EVM
966
Eaton Vance Management
Massachusetts
$845K -$61K -570 -7%
BL
967
BFSG LLC
California
$841K -$766K -7,150 -48%
IAIM
968
International Assets Investment Management
Florida
$839K -$234K -2,188 -22%
CSB
969
City State Bank
Iowa
$836K -$58.9K -550 -7%
MHR
970
Matthew Hamilton Rosenberg
$834K -$157K -1,468 -16%
CAM
971
Cidel Asset Management
Ontario, Canada
$832K -$886K – –
RF
972
Resolute Financial
Massachusetts
$831K -$377K -3,517 -31%
BWP
973
Bernardo Wealth Planning
Pennsylvania
$831K -$164K -1,529 -16%
SPA
974
Sentinel Pension Advisors
Massachusetts
$827K -$149K -1,395 -15%
FCM
975
Firestone Capital Management
Florida
$826K +$214 +2 +0%
37 38
39
40 41