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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 %
BSW
1026
Buckingham Strategic Wealth
Missouri
$659K -$290K -2,711 -31%
AIM
1027
Astor Investment Management
Illinois
$659K +$659K +6,155 New
FWA
1028
FOCUS Wealth Advisors
Texas
$658K – – –
OGF
1029
Orin Green Financial
California
$658K – – –
MAM
1030
MMA Asset Management
Pennsylvania
$658K +$54.3K +530 +9%
GCA
1031
Gradient Capital Advisors
California
$655K – – –
APW
1032
Acima Private Wealth
Virginia
$649K +$259K +2,417 +66%
GWAM
1033
Guardian Wealth Advisors (Minnesota)
Minnesota
$641K -$7.18K -67 -1%
RCP
1034
Rothschild Capital Partners
New York
$640K -$311K -2,906 -33%
AIC
1035
Archer Investment Corporation
Indiana
$639K +$65.6K +615 +11%
LA
1036
Lifeworks Advisors
Michigan
$636K +$152K +1,423 +31%
AA
1037
Advisory Alpha
Michigan
$633K -$333K -3,110 -34%
BCM
1038
Brookmont Capital Management
Texas
$633K -$963 -9 -0.2%
PFO
1039
Pathstone Family Office
New Jersey
$632K -$19.3K -181 -3%
Neuberger Berman Group
1040
Neuberger Berman Group
New York
$630K -$498K -4,647 -44%
JSL
1041
JT Stratford LLC
Georgia
$629K -$176K -1,640 -22%
IPW
1042
Intergy Private Wealth
Colorado
$628K +$315K +2,940 +101%
SCG
1043
Sonata Capital Group
Washington
$623K – – –
DW
1044
Domani Wealth
Pennsylvania
$620K -$5.55M -51,785 -90%
MIH
1045
Meitav Investment House
Israel
$620K -$98.3K -921 -14%
HWA
1046
Heritage Wealth Advisors
Virginia
$617K +$15.7K +147 +3%
VFA
1047
Valeo Financial Advisors
Indiana
$614K +$1.28K +12 +0.2%
Fiera Capital (Canada)
1048
Fiera Capital (Canada)
Quebec, Canada
$614K +$43K +401 +8%
MCA
1049
MSH Capital Advisors
Arizona
$610K +$92.7K +866 +18%
BG
1050
Benedetti & Gucer
Georgia
$604K +$89.6K +837 +17%
40 41
42
43 44