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 %
SCM
1326
Spreng Capital Management
Ohio
$249K -$10.7K -100 -4%
BAS
1327
Brown Advisory Securities
Maryland
$249K – – –
CPC
1328
Consolidated Planning Corp
Georgia
$249K +$9.2K +86 +4%
BOTW
1329
Bank of the West
California
$248K -$401K -3,748 -62%
FWM
1330
Frontier Wealth Management
Missouri
$247K – – –
HAS
1331
HBW Advisory Services
California
$246K -$2.03M -18,951 -89%
FMI
1332
F/M Investments
District of Columbia
$246K – – –
BP
1333
BBR Partners
New York
$245K -$149K -1,387 -38%
RS
1334
Retirement Solution
Washington
$245K +$3.85K +36 +2%
ARIS
1335
Advanced Research Investment Solutions
California
$245K +$90.5K +845 +59%
SMG
1336
Spectrum Management Group
Indiana
$243K +$4.81K +45 +2%
JC
1337
JB Capital
Connecticut
$243K +$25.1K +234 +12%
SAM
1338
SignalPoint Asset Management
Missouri
$242K +$242K +2,263 New
EWM
1339
Evercore Wealth Management
New York
$241K -$387K -3,613 -62%
HCA
1340
Harbour Capital Advisors
Virginia
$241K -$14K -131 -6%
DCM
1341
Dimension Capital Management
Florida
$241K – – –
TTWM
1342
TCV Trust & Wealth Management
Virginia
$241K – – –
BWFA
1343
Baltimore-Washington Financial Advisors
Maryland
$241K +$241K +2,124 New
AWA
1344
Arkadios Wealth Advisors
Georgia
$240K -$135K -1,263 -36%
CWS
1345
Confluence Wealth Services
Pennsylvania
$239K -$211K -1,978 -47%
4WM
1346
4J Wealth Management
Virginia
$238K – – –
FIM
1347
Fernwood Investment Management
Massachusetts
$237K -$149K -1,390 -39%
FWP
1348
Falcon Wealth Planning
California
$235K +$1.6K +15 +0.7%
SCP
1349
Syntal Capital Partners
Texas
$235K +$7.49K +70 +3%
NFG
1350
Nadler Financial Group
Illinois
$235K +$235K +2,198 New
52 53
54
55 56