AGG icon

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 %
FCH
101
Freestone Capital Holdings
Washington
$70.7M 660,446 +19,127 +3%
BCI
102
Brinker Capital Investments
Pennsylvania
$70.4M 656,920 +35,964 +6%
MAM
103
Meeder Asset Management
Ohio
$69.3M 646,998 +572,485 +768%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$68.8M 624,378 -53,438 -8%
Franklin Resources
105
Franklin Resources
California
$68.6M 640,698 -207,703 -24%
FMC
106
First Merchants Corp
Indiana
$68.4M 638,194 -23,685 -4%
TCM
107
Twele Capital Management
Minnesota
$68.3M 637,544 -14,471 -2%
CG
108
Colony Group
Massachusetts
$67.6M 631,431 +152,842 +32%
RWM
109
Ritholtz Wealth Management
New York
$66.9M 625,017 +69,525 +13%
BCWM
110
Bartlett & Co Wealth Management
Ohio
$66.6M 621,954 +5,838 +0.9%
BC
111
Bartlett & Co
Ohio
$66.6M 621,954 +5,838 +0.9%
ZB
112
Zions Bancorporation
Utah
$65.3M 609,552 +122,512 +25%
N
113
Natixis
France
$64.3M 600,000 +524,900 +699%
CA
114
Cambridge Associates
Massachusetts
$64.2M 599,651 +71,759 +14%
MML Investors Services
115
MML Investors Services
Massachusetts
$62.6M 584,922 -4,134 -0.7%
PFM
116
Phillips Financial Management
Indiana
$60.3M 563,208 -5,015 -0.9%
BPA
117
Beacon Pointe Advisors
California
$59.9M 559,425 +477,535 +583%
CAAS
118
Capital Asset Advisory Services
Michigan
$59.1M 551,608 +25,878 +5%
SGI
119
Summit Global Investments
Utah
$58.1M 542,507 -73,984 -12%
FBFS
120
First Business Financial Services
Wisconsin
$57.3M 535,429 +1,012 +0.2%
PCIA
121
Prime Capital Investment Advisors
Kansas
$57.3M 502,333 -198 -0%
MIM
122
MetLife Investment Management
New Jersey
$55.2M 533,900 -50,500 -9%
COCM
123
Charter Oak Capital Management
New Hampshire
$54.1M 504,973 -181,824 -26%
KWM
124
Kingsview Wealth Management
Oregon
$54.1M 504,729 +285,915 +131%
ANB
125
Amarillo National Bank
Texas
$53.9M 503,630 +52,447 +12%
3 4
5
6 7