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 Holding Trade Value Shares
Change 		Shares
Change %
SFS
326
Sowell Financial Services
Arkansas
$15M +$880K +7,712 +6%
CH
327
Canton Hathaway
Rhode Island
$15M – – –
FG
328
Fiduciary Group
Georgia
$14.9M +$2.05M +18,005 +16%
SWPG
329
Strategic Wealth Partners Group
Illinois
$14.9M +$11.3M +99,077 +311%
EIA
330
Edgemoor Investment Advisors
Maryland
$14.9M -$18K -158 -0.1%
Daiwa Securities Group
331
Daiwa Securities Group
Japan
$14.9M -$331K -2,900 -2%
EEP
332
Edgehill Endowment Partners
Connecticut
$14.8M +$8.03M +70,403 +118%
MCA
333
Magnolia Capital Advisors
Mississippi
$14.7M +$7.84M +68,732 +115%
Northern Trust
334
Northern Trust
Illinois
$14.5M +$1.98M +1,731,859 +16%
EIP
335
Easterly Investment Partners
Massachusetts
$14.4M +$14.4M +126,350 New
5L
336
55I LLC
Massachusetts
$14.4M +$10.7M +93,565 +288%
PA
337
Parallel Advisors
California
$14.3M -$15.7M -137,764 -52%
CIP
338
Capital Insight Partners
Arizona
$14.1M +$2.08M +18,195 +17%
CAM
339
Caprin Asset Management
Virginia
$14.1M +$166K +1,458 +1%
JWM
340
Janiczek Wealth Management
Colorado
$14M +$109K +952 +0.8%
PWPCM
341
Perella Weinberg Partners Capital Management
New York
$13.9M -$546K -4,784 -4%
LNC
342
Lincoln National Corp
Pennsylvania
$13.8M -$2.54M -22,267 -16%
BA
343
Ballast Advisors
Minnesota
$13.8M +$680K +5,957 +5%
IWP
344
Innova Wealth Partners
Pennsylvania
$13.8M +$2.96M +25,914 +27%
ASN
345
Advisory Services Network
Georgia
$13.7M +$2.28M +19,996 +20%
AA
346
Ancora Advisors
Ohio
$13.6M +$2.18M +19,121 +19%
RBA
347
Richard Bernstein Advisors
New York
$13.6M +$13.6M +119,469 New
MPPLM
348
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13.6M -$483K -4,235 -3%
EWA
349
EP Wealth Advisors
California
$13.5M +$5.92M +51,874 +79%
WT
350
Whittier Trust
California
$13.4M -$141K -1,236 -1%
12 13
14
15 16