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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 %
APCM
1401
Alaska Permanent Capital Management
Alaska
$183K +$183K +1,715 New
CHA
1402
Carmichael Hill & Associates
Maryland
$182K – – –
PP
1403
PrairieView Partners
Minnesota
$173K +$47.3K +441 +38%
WB
1404
West Bancorporation
Iowa
$169K – – –
RIM
1405
Rockbridge Investment Management
New York
$167K +$57.3K +537 +52%
OC
1406
Oakworth Capital
Alabama
$164K – – –
AWM
1407
Avondale Wealth Management
Texas
$161K -$105K -975 -39%
RCM
1408
Regency Capital Management
Hawaii
$160K -$10.4M -97,047 -98%
FMII
1409
Farmers & Merchants Investments Inc
Nebraska
$157K -$269K -2,509 -63%
BCA
1410
Bray Capital Advisors
Florida
$155K – – –
NL
1411
NVWM LLC
Pennsylvania
$151K -$305K -2,849 -67%
IBOK
1412
Independence Bank of Kentucky
Kentucky
$151K – – –
WIM
1413
Westside Investment Management
California
$147K +$3.06K +1,480 +2%
AWM
1414
Accel Wealth Management
Iowa
$144K -$81.3K -762 -36%
TFA
1415
Toth Financial Advisory
Virginia
$144K +$5.67K +53 +4%
JAM
1416
JCIC Asset Management
Ontario, Canada
$142K -$3.22K -30 -2%
KFI
1417
Key Financial Inc
Pennsylvania
$142K +$22.8K +214 +19%
PWP
1418
Pursue Wealth Partners
California
$136K +$136K +1,294 New
CCA
1419
Column Capital Advisors
Indiana
$134K – – –
WBC
1420
West Branch Capital
Massachusetts
$134K – – –
LFASL
1421
Lugano Financial Advisors SA (LFA)
Switzerland
$132K +$132K +1,240 New
OFG
1422
Oxford Financial Group
Indiana
$131K -$266K -2,476 -67%
SC
1423
Steph & Co
Wisconsin
$129K +$69.3K +645 +116%
BONH
1424
Bank of New Hampshire
New Hampshire
$128K -$226K -2,114 -64%
GI
1425
Gradient Investments
Minnesota
$127K -$48.8K -457 -28%
55 56
57
58 59