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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
$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 %
NG
1476
NWK Group
California
$44K – – –
WAM
1477
Worth Asset Management
Texas
$44K +$44K +425 New
AWM
1478
Ameliora Wealth Management
Switzerland
$44K +$44K +447 New
AAMA
1479
Advanced Asset Management Advisors
Ohio
$43K – – –
RAM
1480
Riggs Asset Management
Pennsylvania
$41K -$26K -244 -39%
CICI
1481
Capital Investment Counsel Inc
North Carolina
$40K +$40K +370 New
CP
1482
Castleview Partners
Texas
$37K -$81.8M -766,841 -100%
ACK
1483
Andrew C. Karlinski
$37K – – –
ARMC
1484
American Research & Management Company
Massachusetts
$35K +$35K +330 New
FWM
1485
Focused Wealth Management
New York
$34K -$1.16M -10,802 -97%
BFC
1486
Bedel Financial Consulting
Indiana
$34K +$214 +2 +0.6%
TFA
1487
Transamerica Financial Advisors
Florida
$33K -$1.94K -18 -6%
SA
1488
SRH Advisors
Kansas
$33K – – –
AIP
1489
Ahrens Investment Partners
Louisiana
$30K – – –
WAS
1490
Winch Advisory Services
Wisconsin
$29K -$28.2K -263 -49%
IRC
1491
Investors Research Corp
Georgia
$29K +$431 +4 +2%
PWMG
1492
Prestige Wealth Management Group
New Jersey
$28K – – –
PP
1493
Pacifica Partners
Canada
$27K – – –
TIM
1494
Tortoise Investment Management
New York
$27K +$213 +2 +0.8%
IRAG
1495
Investment Research & Advisory Group
Georgia
$27K +$18.4K +169 +214%
AIA
1496
Arcadia Investment Advisors
Idaho
$25.6K – – –
SQA
1497
Simon Quick Advisors
New Jersey
$25K -$211 -2 -0.8%
LWANC
1498
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K -$168K -1,590 -88%
CCM
1499
Covington Capital Management
California
$24K – – –
WTA
1500
Washington Trust Advisors
Massachusetts
$24K – – –
58 59
60
61 62