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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.

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
1
Envestnet Asset Management
Illinois
$4.22B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.46B
3
Wells Fargo
3
Wells Fargo
California
$5.45B
4
PEGL
4
P/E Global LLC
Massachusetts
$277M
5
SDIC
5
South Dakota Investment Council
South Dakota
$251M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$800M
2
AF
2
Allworth Financial
California
$82.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
GC
4
Guggenheim Capital
Illinois
$0
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$2B
Name Market Value Shares Shares
Change 		Shares
Change %
SMFG
126
Sumitomo Mitsui Financial Group
Japan
$52.6M 490,801 -22,629 -4%
AIP
127
Ameritas Investment Partners
Nebraska
$51.9M 484,144 -41,265 -8%
SL
128
Summitry LLC
California
$51.2M 478,483 +640 +0.1%
CFG
129
Compton Financial Group
Maryland
$50.3M 469,258 +31,640 +7%
HI
130
Horizon Investments
North Carolina
$50.2M 470,719 -35,394 -7%
JWA
131
JFS Wealth Advisors
Pennsylvania
$49.9M 465,945 -26,344 -5%
TCM
132
TD Capital Management
Tennessee
$47.7M 445,224 +23,848 +6%
B
133
Barings
North Carolina
$47.5M 443,587 +335,278 +310%
HFS
134
Hantz Financial Services
Michigan
$46.7M 436,230 -7,969 -2%
LPT
135
Legacy Private Trust
Wisconsin
$46.6M 435,074 +31,789 +8%
TOTSC
136
Trustees of the Smith College
Massachusetts
$45.2M 422,427 +422,427 New
Fisher Asset Management
137
Fisher Asset Management
Washington
$45.1M 421,527 +29,467 +8%
SWM
138
Spire Wealth Management
Virginia
$44.5M 415,311 +6,473 +2%
FBB
139
Fulton Breakefield Broenniman
Maryland
$44.2M 412,838 +13,820 +3%
Barclays
140
Barclays
United Kingdom
$43.8M 409,209 -68,742 -14%
HCM
141
Howard Capital Management
Georgia
$43.7M 408,639 +67,871 +20%
F
142
F3Logic
Minnesota
$43.2M 404,171 -212,791 -34%
Lazard Asset Management
143
Lazard Asset Management
New York
– – – –
FHB
144
First Hawaiian Bank
Hawaii
$42.9M 400,538 -5,602 -1%
BWM
145
Baystate Wealth Management
Massachusetts
$41.6M 388,781 +37,166 +11%
DWA
146
Divergent Wealth Advisors
Utah
$41.6M 388,000 +12,832 +3%
AFC
147
Adaptive Financial Consulting
Ohio
$41M 383,034 +17,989 +5%
HH
148
Hilltop Holdings
Texas
$40.7M 379,863 +341,084 +880%
MWP
149
Meridian Wealth Partners
Pennsylvania
$40.5M 377,903 -9,789 -3%
NMIMC
150
Northwestern Mutual Investment Management Company
Wisconsin
$40.2M 375,100 +87,300 +30%
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