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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 %
HI
1526
Hoey Investments
Pennsylvania
$8K – – –
DB
1527
Dravo Bay
Delaware
$7.6K +$7.6K +71 New
GWS
1528
Glassman Wealth Services
Virginia
$7K -$55.7K -509 -89%
RBC
1529
Roble Belko & Company
Pennsylvania
$7K – – –
GWSG
1530
GPS Wealth Strategies Group
Colorado
$6K – – –
GWANC
1531
Guardian Wealth Advisors (North Carolina)
North Carolina
$5K – – –
MA
1532
Montag & Associates
Georgia
$5K – – –
BHWM
1533
Bay Harbor Wealth Management
Maryland
$5K +$5K +43 New
MAM
1534
McCarthy Asset Management
California
$4K – – –
RWA
1535
RGT Wealth Advisors
Texas
$4K – – –
CP
1536
Corbenic Partners
Pennsylvania
$3K -$37K -358 -93%
FRA
1537
Front Row Advisors
California
$3K – – –
HFA
1538
HC Financial Advisors
California
$3K – – –
IF
1539
Integrity Financial
Wyoming
$3K – – –
FFA
1540
Freedman Financial Associates
Massachusetts
$2K +$2K +22 New
CIAS
1541
CFS Investment Advisory Services
New Jersey
$2K +$2K +224,910 New
FCFS
1542
First Command Financial Services
Texas
$1K -$103K -514 -99%
FCB
1543
First Command Bank
Texas
$1K – – –
DAC
1544
Dividend Assets Capital
South Carolina
$1K – – –
RCM
1545
Raleigh Capital Management
North Carolina
$1K +$1K +7 New
SFA
1546
Semmax Financial Advisors
North Carolina
$1K +$1K +10 New
SLWS
1547
Swaine & Leidel Wealth Services
Florida
$782 +$782 +782 New
FGAM
1548
Financial Gravity Asset Management
Texas
$15 -$14 -97 -48%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1549
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$297M -2,600,000 Closed
GC
1550
Guggenheim Capital
Illinois
– -$250M -2,189,587 Closed
60 61
62
63 64