AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,584 hedge funds and large institutions have $74.4B invested in iShares Core US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 640 increasing their positions, 532 reducing their positions, and 81 closing their positions.

Holders
1,584
Holders Change
+155
Holders Change %
+10.85%
% of All Funds
24.46%
Holding in Top 10
294
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.94%
% of All Funds
4.54%
New
264
Increased
640
Reduced
532
Closed
81
Calls
$28.6M
Puts
$13.6M
Net Calls
+$15M
Net Calls Change
-$7.77M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.74B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.7B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.04B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$2.31B
5
Charles Schwab
5
Charles Schwab
California
$818M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$96.8M
2
Jane Street
2
Jane Street
New York
$22.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$110M
4
MA
4
MCF Advisors
Kentucky
$0
5
MFRM
5
Milliman Financial Risk Management
Illinois
$1.69B
Name Market Value Shares Shares
Change 		Shares
Change %
DP
276
DDD Partners
Washington
$19.2M 167,887 -3,520 -2%
TIA
277
Tiemann Investment Advisors
California
$19M 166,783 +6,467 +4%
PJSIMP
278
P.J. Schmidt Investment Management (PJS)
Wisconsin
$18.9M 169,162 -2,420 -1%
JPG
279
Jordan Park Group
California
$18.9M 165,659 -45,332 -21%
AWA
280
Archvest Wealth Advisors
California
$18.9M 165,299 +165,299 New
FPCP
281
Fort Point Capital Partners
California
$18.8M 164,947 +2,821 +2%
ACP
282
Aveo Capital Partners
Colorado
$18.8M 164,740 -45,627 -22%
WSTAM
283
Wilbanks Smith & Thomas Asset Management
Virginia
$18.6M 163,034 +3,024 +2%
BSSFA
284
Baron Silver Stevens Financial Advisors
Florida
$18.6M 162,902 +23,802 +17%
SYBT
285
Stock Yards Bank & Trust
Kentucky
$18.5M 161,882 +33,457 +26%
AWM
286
Axxcess Wealth Management
California
$18.3M 159,999 +159,999 New
ACA
287
Affinity Capital Advisors
California
$18.1M 158,307 +3,059 +2%
G
288
Gainplan
Michigan
$18M 158,042 -273 -0.2%
SCP
289
Stamos Capital Partners
California
$18M 158,000 -28,400 -15%
OBWG
290
Onyx Bridge Wealth Group
New York
$17.9M 158,311 +50,464 +47%
ACM
291
Agincourt Capital Management
Virginia
$17.9M 156,135 +156,135 New
KP
292
Keel Point
Alabama
$17.9M 157,022 -18,190 -10%
CIBC World Market
293
CIBC World Market
Ontario, Canada
$17.6M 153,999 +6,049 +4%
BFWA
294
Benchmark Financial Wealth Advisors
Florida
$17.5M 153,214 +6,033 +4%
BIS
295
BG Investment Services
Guam
$17.3M 151,441 +151,441 New
PA
296
Parkside Advisors
California
$17.3M 151,414 -23,767 -14%
WIC
297
Whitegate Investment Counselors
New Hampshire
$16.9M 148,346 -8,906 -6%
MA
298
Mutual Advisors
Nebraska
$16.8M 147,272 -37,878 -20%
FSA
299
Financial Sense Advisors
California
$16.7M 146,395 -18,313 -11%
HW
300
Hancock Whitney
Mississippi
$16.6M 145,847 +47,825 +49%
10 11
12
13 14