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 %
OLVIG
1501
Oliver Lagore Vanvalin Investment Group
Michigan
$23K +$23K +215 New
AIM
1502
Anchor Investment Management
South Carolina
$22.8K – – –
KTC
1503
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
FP
1504
Financial Perspectives
Minnesota
$21.4K +$21.4K +200 New
WIA
1505
Wealthstreet Investment Advisors
Texas
$20K – – –
AWM
1506
Activest Wealth Management
Florida
$19K -$1.09M -10,250 -98%
ME
1507
McIlrath & Eck
Washington
$19K – – –
TCM
1508
Tradewinds Capital Management
Washington
$19K – – –
LWA
1509
Lowe Wealth Advisors
Maryland
$18K – – –
TWM
1510
Tradition Wealth Management
Minnesota
$18K +$7.57K +69 +73%
AIL
1511
AGF Investments LLC
Ontario, Canada
$16K +$548 +5 +4%
IA
1512
IFS Advisors
Kansas
$15K -$337K -3,277 -96%
HIA
1513
Harbor Investment Advisory
Maryland
$15K +$15K +136 New
PK
1514
Pflug Koory
Nebraska
$14K – – –
Bessemer Group
1515
Bessemer Group
New Jersey
$13K – – –
FFWM
1516
Future Financial Wealth Management
Ohio
$13K – – –
LAS
1517
Lloyd Advisory Services
Georgia
$13K +$13K +124 New
AWM
1518
AllSquare Wealth Management
New York
$12K -$6.75K -63 -36%
KA
1519
Kozak & Associates
Colorado
$12K – – –
JSAM
1520
J. Safra Asset Management
New York
$12K +$1.15K +130 +11%
SWA
1521
Sutton Wealth Advisors
Florida
$11.2K +$107 +1 +1%
ACM
1522
Antonetti Capital Management
Florida
$11K – – –
RFWA
1523
RPg Family Wealth Advisory
Massachusetts
$10.7K – – –
EBA
1524
Eagle Bay Advisors
New York
$9K -$36.5K -324 -80%
FPB
1525
First PREMIER Bank
South Dakota
$9K -$24.4K -220 -73%
59 60
61
62 63