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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 %
LWM
1301
Laidlaw Wealth Management
New York
$274K +$44.2K +413 +19%
MIC
1302
Means Investment Company
Maine
$274K +$274K +2,554 New
E
1303
ETFidea
New York
$272K -$223K -2,079 -45%
WOSD
1304
WFA of San Diego
California
$271K -$62.6K -585 -19%
WPC
1305
Waters Parkerson & Co
Louisiana
$269K -$21.4K -200 -7%
NPT
1306
Nixon Peabody Trust
Massachusetts
$268K – – –
BCMLT
1307
Beacon Capital Management LLC (Tennessee)
Tennessee
$268K +$268K +2,500 New
BMC
1308
Benin Management Corp
Connecticut
$268K +$268K +2,500 New
SGCA
1309
Steel Grove Capital Advisors
Tennessee
$268K +$268K +2,503 New
FMTCOCP
1310
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$267K +$267K +2,494 New
DFG
1311
Demars Financial Group
Washington
$263K -$1.27M -11,855 -83%
FPGK
1312
Financial Partners Group (Kansas)
Kansas
$263K -$25.8K -241 -9%
AMBIA
1313
Allen Mooney & Barnes Investment Advisors
Georgia
$262K +$262K +2,445 New
CCA
1314
Cottonwood Capital Advisors
Utah
$261K -$25K -233 -9%
RMDI
1315
R.M. Davis Inc
Maine
$260K – – –
MGI
1316
MayTech Global Investments
New York
$258K – – –
ARG
1317
Advisory Resource Group
Oklahoma
$258K +$10.4K +97 +4%
TBWA
1318
Three Bridge Wealth Advisors
California
$258K +$258K +2,412 New
DHFB
1319
Dixon Hubard Feinour & Brown
Virginia
$256K – – –
CCP
1320
Carmel Capital Partners
California
$255K – – –
AWAG
1321
ARS Wealth Advisors Group
Florida
$255K – – –
HNW
1322
High Note Wealth
Minnesota
$254K – – –
WA
1323
Wealth Architects
California
$253K -$71.5K -666 -22%
GFS
1324
GYL Financial Synergies
Connecticut
$252K -$86.3K -807 -26%
CHJWM
1325
Carlton Hofferkamp & Jenks Wealth Management
Texas
$250K – – –
51 52
53
54 55