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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 %
GA
1351
Gateway Advisory
New Jersey
$234K -$1M -9,347 -81%
AR
1352
Apeiron RIA
Texas
$233K -$39.8K -378 -15%
TCM
1353
Telos Capital Management
California
$232K -$67.6K -630 -23%
SAM
1354
Synergy Asset Management
Washington
$232K +$232K +2,172 New
CC
1355
Copperleaf Capital
North Carolina
$231K -$96.8K -904 -30%
TA
1356
TFG Advisers
Michigan
$231K -$3.96K -37 -2%
CPSC
1357
Carl P. Sherr & Co
Massachusetts
$229K – – –
WCP
1358
Wick Capital Partners
Pennsylvania
$228K +$228K +2,125 New
EPM
1359
Elm Partners Management
Pennsylvania
$227K +$227K +2,115 New
HWA
1360
HCR Wealth Advisors
California
$226K -$10.5K -98 -4%
DSC
1361
Duncker Streett & Co
Missouri
$225K – – –
1IA
1362
1834 Investment Advisors
Wisconsin
$224K +$84.3K +789 +60%
EA
1363
Eudaimonia Advisors
Tennessee
$223K -$58.5K -546 -21%
CCM
1364
Canal Capital Management
Virginia
$221K -$233K -2,175 -51%
SIS
1365
Sound Income Strategies
Florida
$221K -$170K -1,592 -44%
BFA
1366
Beacon Financial Advisory
Ohio
$221K -$39K -365 -15%
B
1367
Bailard
California
$221K +$221K +2,061 New
AWC
1368
Adamsbrown Wealth Consultants
Kansas
$220K -$6.42K -60 -3%
PMG
1369
ProVise Management Group
Florida
$219K -$23K -215 -10%
TI
1370
Truepoint Inc
Ohio
$219K – – –
EWA
1371
Evolution Wealth Advisors
Florida
$219K – – –
SWM
1372
Scissortail Wealth Management
Oklahoma
$217K -$50.8K -495 -19%
LWA
1373
Lenox Wealth Advisors
New York
$215K +$735 +7 +0.3%
CPIG
1374
Chicago Partners Investment Group
Illinois
$214K -$3.74M -36,515 -95%
MC
1375
Moors & Cabot
Massachusetts
$213K -$19K -177 -8%
53 54
55
56 57