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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 %
FOA
1101
Five Oceans Advisors
California
$523K +$10.1K +94 +2%
RA
1102
RFG Advisory
Alabama
$510K -$21K -196 -4%
SWA
1103
SOA Wealth Advisors
New York
$504K +$3.42K +32 +0.7%
PS
1104
Planned Solutions
California
$501K -$61.3K -573 -11%
CSWM
1105
Cassady Schiller Wealth Management
Ohio
$501K +$285K +2,658 +132%
SWM
1106
Silverlake Wealth Management
Vermont
$501K -$67.7K -632 -12%
IIA
1107
IPG Investment Advisors
California
$497K -$63.2K -590 -11%
LNWWM
1108
Laird Norton Wetherby Wealth Management
California
$497K +$322 +3 +0.1%
YAL
1109
Your Advocates Ltd
Texas
$497K +$72K +672 +17%
CIR
1110
Clear Investment Research
Georgia
$496K -$387K -3,612 -44%
IWMA
1111
Ironwood Wealth Management (Arizona)
Arizona
$496K -$12.3K -115 -2%
Brown Advisory
1112
Brown Advisory
Maryland
$496K +$192K +1,792 +63%
WWM
1113
Wolff Wiese Magana
California
$492K +$3.43K +32 +0.7%
CFA
1114
Cahill Financial Advisors
Minnesota
$490K +$157K +1,464 +47%
SCA
1115
Sage Capital Advisors
South Dakota
$489K -$62.2K -593 -11%
CDIA
1116
Capital Directions Investment Advisors
Georgia
$487K -$213K -1,990 -30%
WA
1117
Wealthstar Advisors
Texas
$487K – – –
HR
1118
Howe & Rusling
New York
$486K +$75.7K +707 +18%
EIA
1119
Edgemoor Investment Advisors
Maryland
$484K -$13.5M -126,333 -97%
AFM
1120
Andesa Financial Management
Pennsylvania
$482K +$26.7K +250 +6%
P
1121
&Partners
Tennessee
$479K – – –
GWA
1122
GGM Wealth Advisors
Maryland
$475K +$475K +4,613 New
GEA
1123
Glen Eagle Advisors
New Jersey
$474K -$302K -2,821 -39%
JSA
1124
Jacobson & Schmitt Advisors
Wisconsin
$472K -$26.6K -248 -5%
RFA
1125
Resurgent Financial Advisors
Georgia
$472K +$30.8K +288 +7%
43 44
45
46 47