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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.

Holders
1,549
Holders Change
-35
Holders Change %
-2.21%
% of All Funds
24.52%
Holding in Top 10
272
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-7.48%
% of All Funds
4.31%
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
1
Envestnet Asset Management
Illinois
$4.22B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.46B
3
Wells Fargo
3
Wells Fargo
California
$5.45B
4
PEGL
4
P/E Global LLC
Massachusetts
$277M
5
SDIC
5
South Dakota Investment Council
South Dakota
$251M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$800M
2
AF
2
Allworth Financial
California
$82.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
GC
4
Guggenheim Capital
Illinois
$0
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$2B
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$91.6M 855,567 +19,318 +2%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$90.3M 842,845 -82,370 -9%
AllianceBernstein
78
AllianceBernstein
Tennessee
$89.9M 839,707 +168,895 +25%
NA
79
NewEdge Advisors
Louisiana
$88.8M 828,729 -12,171 -1%
EA
80
Evergreen Advisors
Tennessee
$85M 793,634 +18,941 +2%
CJFS
81
Coulter & Justus Financial Services
Tennessee
$85M 793,634 +793,634 New
IAIM
82
Industrial Alliance Investment Management
Quebec, Canada
$84.8M 791,350 – –
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$84.7M 790,661 -135,519 -15%
ZIM
84
Zacks Investment Management
Illinois
$84.4M 788,028 +62,293 +9%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$83.9M 783,113 -22,721 -3%
AF
86
Allworth Financial
California
$82.8M 772,887 -3,279,113 -81%
CAN
87
Cetera Advisor Networks
California
$81.1M 757,496 +6,082 +0.8%
MGB
88
Mass General Brigham
Massachusetts
$80.9M 755,642 -79,524 -10%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$78.9M 737,104 -111,894 -13%
MCC
90
Money Concepts Capital
Florida
$78.7M 734,852 +524,508 +249%
AWM
91
AE Wealth Management
Kansas
$78.2M 729,779 -79,172 -10%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$76.7M 716,197 +138,012 +24%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$76.6M 715,617 +7,254 +1%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$76.3M 712,502 +12,791 +2%
DCM
95
Disciplina Capital Management
Tennessee
$75.9M 708,773 -9,690 -1%
BHWM
96
Bar Harbor Wealth Management
New Hampshire
$75.7M 706,551 -3,855 -0.5%
EA
97
Efficient Advisors
Ohio
$75.6M 706,067 -92,041 -12%
CWM
98
Campbell Wealth Management
Virginia
$74.1M 692,309 +8,507 +1%
BCM
99
Brookstone Capital Management
Illinois
$73.7M 706,538 +399,101 +130%
AF
100
Alerus Financial
North Dakota
$71.7M 669,698 +5,302 +0.8%
2 3
4
5 6