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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 %
WB
201
WesBanco Bank
West Virginia
$26.7M 249,071 +28,390 +13%
BBVA
202
Banco Bilbao Vizcaya Argentaria
Spain
$26.6M 247,862 +25,606 +12%
SFC
203
SYM Financial Corp
Indiana
$26.4M 246,433 +1,980 +0.8%
EIG
204
Ellenbecker Investment Group
Wisconsin
$26.1M 243,716 +30,344 +14%
CM
205
Cornerstone Management
Georgia
$26M 242,790 +17,002 +8%
AFA
206
Atlas Financial Advisors
California
$25.9M 241,956 -34,554 -12%
SHWM
207
Smith & Howard Wealth Management
Georgia
$25.9M 241,386 +4,368 +2%
William Blair & Company
208
William Blair & Company
Illinois
$25.8M 240,785 +2,833 +1%
EGWAG
209
Elwood & Goetz Wealth Advisory Group
Georgia
$25.8M 240,738 -63,455 -21%
SPP
210
Single Point Partners
Massachusetts
$25.8M 240,624 +7,631 +3%
EBT
211
Enterprise Bank & Trust
Massachusetts
$25.5M 237,783 -6,704 -3%
CAG
212
Crestwood Advisors Group
Massachusetts
$25.3M 235,979 +138,574 +142%
GWM
213
GoalFusion Wealth Management
Texas
$25.1M 234,857 -124,611 -35%
VA
214
Valmark Advisers
Ohio
$25.1M 233,976 +316 +0.1%
FA
215
FDx Advisors
Illinois
$24.8M 231,575 -12,549 -5%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$24.7M 230,886 -70,114 -23%
CFB
217
Cullen/Frost Bankers
Texas
$24.5M 229,015 -16,650 -7%
MTC
218
Matrix Trust Company
Colorado
$24.5M 228,921 -5,878 -3%
GWM
219
GDS Wealth Management
Texas
$24.5M 236,031 +17,638 +8%
AWS
220
Atria Wealth Solutions
New York
$24.1M 225,272 +225,272 New
QFA
221
Quattro Financial Advisors
Texas
$24M 224,404 +12,832 +6%
MSA
222
Mason Street Advisors
Wisconsin
$24M 224,400 +33,400 +17%
SIM
223
SSI Investment Management
California
$23.8M 222,699 -3,007 -1%
FPCP
224
Fort Point Capital Partners
California
$23.8M 222,158 +57,211 +35%
BWAM
225
Boyd Watterson Asset Management
Ohio
$23.7M 221,148 +121,963 +123%
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