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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
24.52%
Holding in Top 10
272
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-7.48%
% of All Funds
4.31%
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 %
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$39.3M 366,433 +366,433 New
EWA
152
EP Wealth Advisors
California
$39.2M 366,083 +248,139 +210%
JHCM
153
Juniper Hill Capital Management
California
$38.9M 363,487 – –
Sumitomo Mitsui Trust Group
154
Sumitomo Mitsui Trust Group
Japan
$37.7M 352,426 -81,113 -19%
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$37.5M 349,763 +2,750 +0.8%
AI
156
Accredited Investors
Minnesota
$37.2M 346,883 +314,746 +979%
VCM
157
Virtue Capital Management
Tennessee
$36.7M 342,418 +67,955 +25%
MAM
158
Madison Asset Management
Wisconsin
$36.4M 339,409 -55,842 -14%
AFS
159
Amtrust Financial Services
New York
$35.9M 335,560 – –
BBA
160
BLB&B Advisors
Pennsylvania
$35.9M 335,237 +10,377 +3%
WA
161
Wilshire Advisors
California
$35.8M 334,314 -10,768 -3%
RC
162
RegentAtlantic Capital
New Jersey
$35.7M 333,419 +220,296 +195%
EPP
163
ETF Portfolio Partners
Kansas
$35.2M 329,054 +35,076 +12%
KAS
164
Kestra Advisory Services
Texas
$34.9M 325,699 -15,443 -5%
AI
165
Atria Investments
North Carolina
$34.7M 324,107 +7,156 +2%
Boston Partners
166
Boston Partners
Massachusetts
$34.2M 590 +590 New
SWP
167
Summit Wealth Partners
Florida
$33.8M 315,194 +14,329 +5%
LI
168
LVZ Inc
Michigan
$32.6M 303,937 +7,048 +2%
RJT
169
Raymond James Trust
Florida
$32M 298,524 -17,090 -5%
DFC
170
DB Fitzpatrick & Co
Idaho
$31.6M 294,740 +6,571 +2%
VWA
171
Visionary Wealth Advisors
Illinois
$31.3M 291,856 +28,155 +11%
SPC
172
Sigma Planning Corp
Michigan
$31.2M 291,272 -44,516 -13%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$31.1M 290,422 -37,694 -11%
5L
174
55I LLC
Massachusetts
$30.9M 288,079 +162,020 +129%
FEG
175
Fund Evaluation Group
Ohio
$30.8M 287,680 -38,910 -12%
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