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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 %
AIM
1176
Alhambra Investment Management
Florida
$396K +$112K +1,045 +39%
CAM
1177
Crestone Asset Management
Colorado
$395K -$268K -2,505 -40%
CC
1178
Courier Capital
New York
$395K -$9.63K -90 -2%
THWM
1179
Taylor Hoffman Wealth Management
Virginia
$395K – – –
SSC
1180
Syverson Strege & Co
Iowa
$394K -$15.9K -149 -4%
CWM
1181
Cranbrook Wealth Management
Michigan
$393K +$642 +6 +0.2%
FIA
1182
Foundations Investment Advisors
Arizona
$392K -$11.3K -109 -3%
TCWM
1183
Total Clarity Wealth Management
Illinois
$392K +$151K +1,411 +63%
MPCG
1184
Matrix Private Capital Group
New York
$391K -$41.7K -389 -10%
JGUA
1185
John G. Ullman & Associates
New York
$391K -$9.97K -93 -2%
MCM
1186
Mattern Capital Management
Colorado
$391K +$55.1K +515 +16%
CWM
1187
Curi Wealth Management
North Carolina
$391K +$60.7K +567 +18%
WF
1188
Welch & Forbes
Massachusetts
$387K -$192K -1,792 -33%
SHIM
1189
Stone House Investment Management
Pennsylvania
$384K -$1.1M -10,244 -74%
BHBT
1190
Burke & Herbert Bank & Trust
Virginia
$384K -$21K -196 -5%
BPCE
1191
Bank Pictet & Cie (Europe)
Germany
$383K – – –
WWM
1192
WT Wealth Management
Arizona
$382K +$34.4K +321 +10%
SAMC
1193
Spectrum Asset Management (California)
California
$381K -$2.56M -23,860 -87%
TFP
1194
Tilia Fiduciary Partners
North Carolina
$381K -$12.7K -118 -3%
CCA
1195
Cadent Capital Advisors
Oklahoma
$379K -$403K -3,762 -52%
RTS
1196
Round Table Services
New Jersey
$378K -$73.8K -690 -16%
WW
1197
Westshore Wealth
California
$377K -$74.6K -696 -17%
V
1198
VeraBank
Texas
$377K – – –
PHS
1199
Pekin Hardy Strauss
Illinois
$377K +$59.4K +554 +19%
KWA
1200
Kellett Wealth Advisors
Ohio
$376K -$300K -2,799 -44%
46 47
48
49 50