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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 %
HBT
1376
Hills Bank & Trust
Iowa
$212K +$18.9K +176 +10%
CWP
1377
Concord Wealth Partners
Virginia
$212K +$125K +1,169 +145%
CASB
1378
Cape Ann Savings Bank
Massachusetts
$211K – – –
BFA
1379
Bragg Financial Advisors
North Carolina
$211K +$211K +1,972 New
HPC
1380
HM Payson & Co
Maine
$209K +$195K +1,818 +1,347%
AL
1381
ADE LLC
Maryland
$207K -$3.3M -30,854 -94%
GKWIM
1382
Gerber Kawasaki Wealth & Investment Management
California
$207K -$26K -244 -11%
AAM
1383
Austin Asset Management
Texas
$207K – – –
KWM
1384
Kaydan Wealth Management
Michigan
$206K +$7.6K +71 +4%
SOAG
1385
Silver Oak Advisory Group
Oregon
$206K – – –
GT
1386
Greenleaf Trust
Michigan
$205K -$4.72K -44 -2%
FFA
1387
Founders Financial Alliance
North Carolina
$205K +$29.8K +278 +17%
WCF
1388
West Coast Financial
California
$203K -$642 -6 -0.3%
AMIM
1389
Aull & Monroe Investment Management
Alabama
$202K – – –
TB
1390
Treynor Bancshares
Iowa
$201K -$13.4K -125 -6%
MFC
1391
Morris Financial Concepts
South Carolina
$201K – – –
SG Americas Securities
1392
SG Americas Securities
New York
$200K -$103M -960,624 -100%
TFGT
1393
TS Financial Group (TSFG)
Illinois
$199K – – –
SWM
1394
Sugarloaf Wealth Management
Georgia
$198K +$107 +1 +0.1%
RDFA
1395
Ritter Daniher Financial Advisory
Ohio
$197K +$60.3K +563 +44%
ODG
1396
O'Dell Group
Ohio
$194K – – –
BBHC
1397
Brown Brothers Harriman & Co
New York
$193K +$9.44K +88 +5%
DI
1398
Disciplined Investments
Oklahoma
$189K -$2.26K -21 -1%
PG
1399
Proffitt & Goodson
Tennessee
$187K -$2.78K -26 -1%
BLC
1400
Brown, Lisle/Cummings
Rhode Island
$183K – – –
54 55
56
57 58