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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 %
FNT
1126
First National Trust
Pennsylvania
$471K +$51.2K +479 +12%
TAM
1127
Tocqueville Asset Management
New York
$471K +$471K +4,400 New
BRM
1128
Boston Research & Management
Massachusetts
$469K +$29.3K +274 +7%
B
1129
Bensler
Washington
$467K +$467K +4,362 New
DWM
1130
Darwin Wealth Management
Florida
$466K -$133K -1,244 -22%
CA
1131
Clearstead Advisors
Ohio
$462K -$431K -4,019 -48%
HWA
1132
HHM Wealth Advisors
Tennessee
$462K -$134K -1,252 -22%
HCC
1133
Hirtle Callaghan & Co
Pennsylvania
$462K +$462K +4,310 New
MCG
1134
McCollum Christoferson Group
New York
$461K – – –
CIA
1135
Choate Investment Advisors
Massachusetts
$460K +$20.5K +192 +5%
CCM
1136
Colorado Capital Management
Colorado
$454K -$56.5K -528 -11%
RWA
1137
River Wealth Advisors
Pennsylvania
$453K -$10.5K -98 -2%
V
1138
Veritable
Delaware
$452K – – –
WFA
1139
Wade Financial Advisory
California
$449K +$449K +4,188 New
JPLA
1140
Joseph P. Lucia & Associates
New York
$448K -$525K -4,902 -54%
NFG
1141
Nations Financial Group
Iowa
$448K -$75.4K -703 -14%
MCWA
1142
Meadow Creek Wealth Advisors
Georgia
$448K +$29.4K +275 +7%
BPWM
1143
Badgley Phelps Wealth Managers
Washington
$447K -$41.8K -390 -9%
DAM
1144
Delta Asset Management
Tennessee
$444K -$99.1K -924 -18%
KCM
1145
Kanawha Capital Management
Virginia
$443K -$17.1K -160 -4%
PIA
1146
Perennial Investment Advisors
California
$440K -$271K -2,524 -38%
T
1147
TrueFG
Texas
$440K -$1.29K -12 -0.3%
BWP
1148
BSW Wealth Partners
Colorado
$440K +$107 +1 +0%
PNAA
1149
Pictet North America Advisors
Switzerland
$439K – – –
PMA
1150
Prudent Man Advisors
Illinois
$438K – – –
44 45
46
47 48