AGG icon

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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.46B 79,756,755 +3,503,394 +5%
Wells Fargo
2
Wells Fargo
California
$5.45B 50,891,914 +3,003,317 +6%
BlackRock
3
BlackRock
New York
$4.34B 40,543,800 -1,028,902 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.22B 39,401,242 +3,993,918 +11%
RJA
5
Raymond James & Associates
Florida
$3.89B 36,300,918 +412,287 +1%
Bank of America
6
Bank of America
North Carolina
$2.64B 24,649,174 -1,582,789 -6%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2B 18,663,907 -1,626,494 -8%
Morgan Stanley
8
Morgan Stanley
New York
$1.65B 15,443,694 +224,045 +1%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.65B 15,369,268 +573,609 +4%
Creative Planning
10
Creative Planning
Kansas
$1.51B 14,118,618 -1,478,591 -9%
US Bancorp
11
US Bancorp
Minnesota
$1.5B 13,996,365 +1,096,987 +9%
UCFA
12
United Capital Financial Advisors
Texas
$1.14B 10,631,943 +922,271 +9%
Ameriprise
13
Ameriprise
Minnesota
$964M 8,992,927 +824,885 +10%
Charles Schwab
14
Charles Schwab
California
$956M 8,925,971 +1,754,499 +24%
Goldman Sachs
15
Goldman Sachs
New York
$885M 8,263,342 +618,880 +8%
NA
16
NextCapital Advisers
Illinois
$869M 8,109,238 +582,670 +8%
Betterment LLC
17
Betterment LLC
New York
$801M 7,475,041 +279,333 +4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$800M 7,465,635 -3,941,714 -35%
AA
19
Acorns Advisers
California
$738M 6,888,176 +461,111 +7%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$694M 6,475,490 +733,559 +13%
WI
21
WealthNavi Inc
Japan
$678M 6,332,465 +323,070 +5%
UBS Group
22
UBS Group
Switzerland
$581M 5,422,571 +186,280 +4%
Stifel Financial
23
Stifel Financial
Missouri
$572M 5,338,491 +26,098 +0.5%
TF
24
TIAA FSB
Florida
$538M 5,024,948 +93,666 +2%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$506M 4,729,135 +540,084 +13%
1
2 3 4 5