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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 %
UBG
1276
United Bank (Georgia)
Georgia
$299K -$1.5K -14 -0.5%
CCM
1277
Crew Capital Management
Ohio
$298K -$9.64K -90 -3%
CPA
1278
Capital Performance Advisors
California
$298K – – –
BCM
1279
Brasada Capital Management
Texas
$298K +$8.36K +78 +3%
RWP
1280
RWA Wealth Partners
Massachusetts
$296K -$1.15M -10,752 -80%
ACM
1281
Advance Capital Management
Michigan
$295K +$22.9K +214 +8%
FFM
1282
Forum Financial Management
Illinois
$291K +$291K +2,720 New
WEG
1283
World Equity Group
Illinois
$290K +$290K +2,705 New
SBIA
1284
Sheaff Brock Investment Advisors
Indiana
$289K – – –
TSWM
1285
Tyler-Stone Wealth Management
Ohio
$288K -$53.2K -496 -16%
NSIM
1286
North Star Investment Management
Illinois
$287K +$428 +4 +0.1%
CF
1287
Centaurus Financial
California
$286K -$16K -150 -5%
BOC
1288
Bull Oak Capital
California
$286K +$286K +2,670 New
NRI
1289
NFP Retirement Inc
California
$286K +$286K +2,669 New
BWM
1290
Brickley Wealth Management
California
$282K -$34.9K -326 -11%
SFG
1291
Sowa Financial Group
Rhode Island
$281K -$2.89K -27 -1%
BAG
1292
Briggs Advisory Group
Rhode Island
$279K -$39.7K -371 -12%
WI
1293
Wedgewood Investors
Pennsylvania
$278K -$2.14K -20 -0.8%
SIG
1294
Stonegate Investment Group
Alabama
$278K +$278K +2,600 New
LNB
1295
Ledyard National Bank
$277K -$54.6K -511 -16%
SPI
1296
Sutton Place Investors
New York
$277K +$277K +2,688 New
EWMCB
1297
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$275K +$84.3K +786 +44%
VCP
1298
Verus Capital Partners
Arizona
$275K +$275K +2,573 New
AC
1299
Abbrea Capital
California
$274K – – –
NCM
1300
Northwest Capital Management
Oregon
$274K – – –
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