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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 %
LFG
1676
Leverty Financial Group
Wisconsin
– – -269 Closed
ACA
1677
Atlas Capital Advisors
Wyoming
– – -268 Closed
ACG
1678
Allen Capital Group
Nebraska
– – -260 Closed
TFM
1679
TFC Financial Management
Massachusetts
– – -253 Closed
DWP
1680
Destiny Wealth Partners
Florida
– – -237 Closed
EWM
1681
EPG Wealth Management
Georgia
– – -225 Closed
CPFP
1682
Clear Perspectives Financial Planning
Ohio
– – -181 Closed
AFG
1683
Albion Financial Group
Utah
– – -175 Closed
LFA
1684
Level Financial Advisors
New York
– – -174 Closed
RDIA
1685
RE Dickinson Investment Advisors
Iowa
– – -164 Closed
FCG
1686
Financial Connections Group
California
– – -160 Closed
TC
1687
TAP Consulting
Missouri
– – -140 Closed
BWP
1688
Baldwin Wealth Partners
Massachusetts
– – -121 Closed
HNWA
1689
Henrickson Nauta Wealth Advisors
Michigan
– – -113 Closed
SAM
1690
Strategic Asset Management
Minnesota
– – -112 Closed
CF
1691
Concorde Financial
Texas
– – -78 Closed
TH
1692
TCTC Holdings
Texas
– – -76 Closed
APC
1693
Aspire Private Capital
North Carolina
– – -55 Closed
TIM
1694
Tevis Investment Management
Texas
– – -54 Closed
CB
1695
Community Bank
New York
– – -48 Closed
DHGWA
1696
Dixon Hughes Goodman Wealth Advisors
North Carolina
– – -32 Closed
MIM
1697
MTM Investment Management
South Carolina
– – -17 Closed
MFA
1698
Morling Financial Advisors
California
– – -14 Closed
AHIA
1699
Andrew Hill Investment Advisors
Florida
– – -10 Closed
BA
1700
Bivin & Associates
Oklahoma
– – -5 Closed
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