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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
SDIC
4
South Dakota Investment Council
South Dakota
$251M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$491M

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 %
MAWAG
1626
Mid-American Wealth Advisory Group
Missouri
– – -2,504 Closed
SFP
1627
Sterling Financial Planning
New Jersey
– – -2,500 Closed
SEI Investments
1628
SEI Investments
Pennsylvania
– – -2,479 Closed
VCP
1629
Vista Capital Partners
Oregon
– – -2,455 Closed
TA
1630
TruWealth Advisors
Louisiana
– – -2,365 Closed
FMN
1631
Financial Management Network
California
– – -2,346 Closed
PFA
1632
Professional Financial Advisors
Nebraska
– – -2,303 Closed
FANJ
1633
Financial Architects (New Jersey)
New Jersey
– – -2,259 Closed
WPWM
1634
Windward Private Wealth Management
Kansas
– – -2,200 Closed
AWA
1635
Amplius Wealth Advisors
Pennsylvania
– – -2,063 Closed
RPA
1636
Rock Point Advisors
Vermont
– – -2,061 Closed
LWAM
1637
Legacy Wealth Asset Management
Minnesota
– – -2,051 Closed
CCM
1638
Carlson Capital Management
Minnesota
– – -2,007 Closed
MPW
1639
MA Private Wealth
California
– – -1,970 Closed
WI
1640
Wintrust Investments
Illinois
– – -1,967 Closed
PCA
1641
Pallas Capital Advisors
Massachusetts
– – -1,966 Closed
IAA
1642
Independent Advisor Alliance
North Carolina
– – -1,954 Closed
BB
1643
Berkshire Bank
Massachusetts
– – -1,936 Closed
OWA
1644
Octavia Wealth Advisors
Ohio
– – -1,930 Closed
SEP
1645
Southland Equity Partners
Missouri
– – -1,850 Closed
SFPG
1646
Stonebridge Financial Planning Group
Florida
– – -1,838 Closed
HSG
1647
Helen Stephens Group
Texas
– – -1,834 Closed
LCM
1648
Liberty Capital Management
Michigan
– – -1,829 Closed
TRIA
1649
Trail Ridge Investment Advisors
Colorado
– – -1,827 Closed
SIM
1650
Sadoff Investment Management
Wisconsin
– – -1,819 Closed
64 65
66
67 68