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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 %
AGP
1226
Autumn Glory Partners
Texas
$337K -$965 -9 -0.3%
FWIA
1227
Fort Washington Investment Advisors
Ohio
$336K -$20.5K -191 -6%
CCA
1228
Checchi Capital Advisers
California
$336K – – –
MG
1229
Mather Group
Illinois
$335K -$28.9K -270 -8%
HCP
1230
Hexagon Capital Partners
Arkansas
$334K -$15.1K -141 -4%
VIA
1231
Vident Investment Advisory
Georgia
$334K +$334K +3,114 New
WPC
1232
White Pine Capital
Minnesota
$333K – – –
D
1233
Dentgroup
Louisiana
$332K -$19.9K -186 -6%
LWP
1234
Laurel Wealth Planning
Minnesota
$332K – – –
MFT
1235
Moisand Fitzgerald Tamayo
Florida
$332K +$1.71K +16 +0.5%
NCM
1236
Noesis Capital Mangement
Florida
$331K -$10.5K -98 -3%
NB
1237
Northwest Bancshares
Pennsylvania
$330K -$561K -5,234 -63%
TWP
1238
Total Wealth Planning
Ohio
$330K +$330K +3,084 New
PFC
1239
Phocas Financial Corp
California
$329K -$30K -280 -8%
State Street
1240
State Street
Massachusetts
$328K -$1.74M -16,288 -84%
WPA
1241
West Paces Advisors
Georgia
$328K – – –
CWA
1242
Centennial Wealth Advisory
Michigan
$327K -$33.5K -312 -9%
CWM
1243
Cordatus Wealth Management
Pennsylvania
$326K +$11.8K +110 +4%
IFO
1244
Independent Family Office
New York
$325K – – –
MFS
1245
Madrona Financial Services
Washington
$324K – – –
WC
1246
Westwind Capital
New Mexico
$323K -$15.2K -142 -5%
GT
1247
Glenview Trust
Kentucky
$322K -$6.97K -65 -2%
TC
1248
Trust Company
Kansas
$321K – – –
GCM
1249
Gables Capital Management
Florida
$321K – – –
KAM
1250
Knightsbridge Asset Management
California
$321K +$321K +3,001 New
48 49
50
51 52