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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 %
CCMG
1601
Clark Capital Management Group
Pennsylvania
– – -5,172 Closed
JSW
1602
Journey Strategic Wealth
New Jersey
– – -5,096 Closed
HWM
1603
Hemington Wealth Management
Virginia
– – -4,494 Closed
NGA
1604
Naples Global Advisors
Florida
– – -4,453 Closed
HR
1605
Hardy Reed
Mississippi
– – -4,400 Closed
TLP
1606
Trinity Legacy Partners
Texas
– – -4,368 Closed
QC
1607
QCM Cayman
Texas
– – -4,284 Closed
FM
1608
Family Management
New York
– – -4,279 Closed
SCA
1609
STALEY CAPITAL ADVISERS
Pennsylvania
– – -4,000 Closed
CT
1610
Columbia Trust
Oregon
– – -3,977 Closed
NAM
1611
NTV Asset Management
West Virginia
– – -3,517 Closed
BO
1612
Bank OZK
Arkansas
– – -3,517 Closed
TCOV
1613
Trust Company of Vermont
Vermont
– – -3,405 Closed
DWT
1614
Dorsey & Whitney Trust
South Dakota
– – -3,301 Closed
Kovitz Investment Group Partners
1615
Kovitz Investment Group Partners
Illinois
– – -3,273 Closed
BFA
1616
Benedict Financial Advisors
Georgia
– – -3,244 Closed
WC
1617
Whitney & Co
New York
– – -3,175 Closed
Calamos Advisors
1618
Calamos Advisors
Illinois
– – -3,020 Closed
HZ
1619
Hixon Zuercher
Ohio
– – -2,965 Closed
AWM
1620
AAF Wealth Management
Massachusetts
– – -2,947 Closed
GGI
1621
Godsey & Gibb Inc
Virginia
– – -2,831 Closed
SMG
1622
Smart Money Group
Texas
– – -2,715 Closed
BDFN
1623
Bond & Devick Financial Network
Minnesota
– – -2,700 Closed
JCM
1624
Janney Capital Management
Pennsylvania
– – -2,638 Closed
OPCM
1625
Osborne Partners Capital Management
California
– – -2,624 Closed
63 64
65
66 67