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
$4.22B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$8.46B
3
Wells Fargo
Wells Fargo
California
$5.45B
4
SDIC
South Dakota Investment Council
South Dakota
$251M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$491M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$800M
2
AF
Allworth Financial
California
$82.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
GC
Guggenheim Capital
Illinois
$0
5
TAIM
TD Ameritrade Investment Management
Nebraska
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
1451
Vestor Capital
Illinois
$75K +$14.1K +131 +23%
KFS
1452
Kelly Financial Services
Massachusetts
$74.5K -$32.1K -300 -30%
PAIM
1453
Punch & Associates Investment Management
Minnesota
$74K – – –
PAG
1454
Paladin Advisory Group
Iowa
$73K +$73K +690 New
SCA
1455
Stonebridge Capital Advisors
Minnesota
$68K -$59.6K -553 -47%
JGCM
1456
Joseph Group Capital Management
Ohio
$67K -$13K -122 -16%
MRC
1457
Millburn Ridgefield Corp
New York
$65K -$23.6K -220 -27%
HIIFS
1458
Harel Insurance Investments & Financial Services
Israel
$64K – – –
FA
1459
Faithward Advisors
Pennsylvania
$64K – – –
HS
1460
Horan Securities
United States
$63K -$174K -1,619 -73%
BCV
1461
Banque Cantonale Vaudoise
Switzerland
$62K +$62K +576 New
SC
1462
Siena Capital
Ohio
$57K +$57K +535 New
GFPC
1463
Global Financial Private Client
Florida
$56.9K – – –
CWA
1464
Clearview Wealth Advisors
Oregon
$56K -$46.2K -429 -45%
HC
1465
Hoese & Co
Minnesota
$54K – – –
MSFP
1466
Mark Sheptoff Financial Planning
Connecticut
$54K +$54K +500 New
HBW
1467
Hazlett, Burt & Watson
West Virginia
$51K +$51K +482 New
CWM
1468
CarsonAllaria Wealth Management
Illinois
$50K +$5.25K +49 +12%
JFA
1469
JNBA Financial Advisors
Minnesota
$50K +$45.2K +421 +936%
Loomis, Sayles & Company
1470
Loomis, Sayles & Company
Massachusetts
$49K -$2.27M -21,338 -98%
NFSG
1471
Newbridge Financial Services Group
Florida
$47K -$10.3K -96 -18%
PPWM
1472
PFG Private Wealth Management
Florida
$47K -$6.99K -65 -13%
BW
1473
Bison Wealth
Georgia
$46K +$107 +1 +0.2%
First Manhattan
1474
First Manhattan
New York
$46K +$13.7K +129 +42%
WWM
1475
Wagner Wealth Management
South Carolina
$46K +$23K +214 +100%
57 58
59
60 61