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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 %
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$16.6M 145,464 -28,446 -16%
VCM
302
Verger Capital Management
North Carolina
$16.6M 145,209 -3,568 -2%
GLLW
303
Graves Light Lenhart Wealth
Virginia
$16.4M 144,016 -2,116 -1%
FA
304
FC Advisory
Pennsylvania
$16.3M 142,820 +2,976 +2%
GAG
305
GM Advisory Group
New York
$16.3M 142,769 +16,872 +13%
VOYA Investment Management
306
VOYA Investment Management
Georgia
$16.3M 142,744 -2,111 -1%
MWAM
307
Manhattan West Asset Management
California
$16.3M 142,605 +142,605 New
FSC
308
Full Sail Capital
Oklahoma
$16.2M 144,647 -77,594 -35%
BWCS
309
Beirne Wealth Consulting Services
Connecticut
$16.2M 141,986 +13,753 +11%
PCP
310
Proficio Capital Partners
Massachusetts
$16.2M 141,636 +132,502 +1,451%
ISWM
311
Independent Solutions Wealth Management
New York
$16.1M 141,239 -6,846 -5%
GPA
312
Guidance Point Advisors
Massachusetts
$15.9M 137,036 -1,224 -0.9%
Financial Engines Advisors
313
Financial Engines Advisors
California
$15.8M 138,883 +34,036 +32%
NYLIM
314
New York Life Investment Management
New York
$15.8M 138,190 +10,838 +9%
SFG
315
Snider Financial Group
Washington
$15.7M 138,931 +1,018 +0.7%
IFA
316
Interactive Financial Advisors
Illinois
$15.7M 137,189 +2,147 +2%
MSFS
317
Main Street Financial Solutions
Pennsylvania
$15.6M 136,566 +7,749 +6%
FWI
318
Facet Wealth Inc
Maryland
$15.6M 136,448 +82,876 +155%
IWC
319
Integrated Wealth Concepts
Massachusetts
$15.5M 135,472 -18,440 -12%
LFS
320
Legacy Financial Strategies
Kansas
$15.3M 134,189 -16,860 -11%
KCM
321
Karp Capital Management
California
$15.3M 133,980 -109,343 -45%
AF
322
Arrow Financial
New York
$15.1M 132,510 +8,577 +7%
USCWA
323
U.S. Capital Wealth Advisors
Texas
$15.1M 132,232 -9,488 -7%
CTA
324
Chesley Taft & Associates
Illinois
$15.1M 132,220 +1,455 +1%
NC
325
NewSquare Capital
Pennsylvania
$15.1M 132,074 +2,668 +2%
11 12
13
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