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.

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 %
BWA
1251
Beam Wealth Advisors
Louisiana
$320K -$21.9K -205 -6%
SWM
1252
SFG Wealth Management
Maryland
$319K -$345K -3,221 -52%
CSPIA
1253
Cary Street Partners Investment Advisory
Virginia
$319K +$319K +2,982 New
BA
1254
Bridge Advisory
California
$318K +$750 +7 +0.2%
BA
1255
Bristlecone Advisors
Washington
$317K -$183K -1,710 -37%
FFG
1256
Fullen Financial Group
Ohio
$315K +$856 +8 +0.3%
TWM
1257
Titus Wealth Management
California
$315K +$79.3K +739 +34%
RWM
1258
Reston Wealth Management
Virginia
$314K +$314K +2,936 New
WGCA
1259
Wolf Group Capital Advisors
Virginia
$313K -$677K -6,313 -68%
WDC
1260
Woodward Diversified Capital
California
$313K -$11.8K -110 -4%
IIM
1261
InTrack Investment Management
Vermont
$312K – – –
EFS
1262
Essex Financial Services
Connecticut
$311K +$27.1K +253 +10%
WAM
1263
WNY Asset Management
New York
$310K -$30.6K -286 -9%
FAG
1264
Fortitude Advisory Group
Washington
$308K -$17.3K -162 -5%
BFG
1265
Beacon Financial Group
Texas
$306K -$1.21M -11,277 -80%
CA
1266
Crewe Advisors
Utah
$305K -$778K -7,279 -72%
CRI
1267
Colonial River Investments
Virginia
$305K -$77.5K -724 -20%
DI
1268
DAGCO Inc
Ohio
$303K -$2.9M -28,149 -91%
RFN
1269
Redwood Financial Network
Ohio
$303K +$303K +2,828 New
GCM
1270
Gibraltar Capital Management
Oklahoma
$302K -$11.1K -104 -4%
ClearBridge Investments
1271
ClearBridge Investments
New York
$302K +$3.53K +33 +1%
OWA
1272
One Wealth Advisors
California
$302K +$33.2K +310 +12%
SC
1273
SouthState Corp
Florida
$300K -$166K -1,549 -36%
RWA
1274
Redhawk Wealth Advisors
Minnesota
$300K -$41.4K -387 -12%
WFA
1275
Wellspring Financial Advisors
Ohio
$299K -$35.6K -332 -11%
49 50
51
52 53