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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.

New
Increased
Maintained
Reduced
Closed
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 %
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$13.4M +$13.4M +111,730 New
HWA
352
Heartwood Wealth Advisors
Virginia
$13.3M -$110K -968 -0.8%
VPW
353
Vericrest Private Wealth
Pennsylvania
$13.3M +$13.3M +116,446 New
SFA
354
Souders Financial Advisors
Ohio
$13.3M +$449K +3,936 +3%
SFP
355
Shepherd Financial Partners
Massachusetts
$13M -$1.9M -16,696 -13%
BWA
356
BlueSky Wealth Advisors
North Carolina
$13M -$122K -1,073 -0.9%
RCS
357
Retirement Capital Strategies
California
$13M +$13M +113,597 New
BPC
358
Banque Pictet & Cie
Switzerland
$12.9M +$123K +1,080 +1%
RC
359
RegentAtlantic Capital
New Jersey
$12.9M +$11.3M +99,373 +723%
KPWG
360
KFA Private Wealth Group
Virginia
$12.9M -$190K -1,668 -1%
GCA
361
Greenwood Capital Associates
South Carolina
$12.8M +$743K +6,514 +6%
DSAM
362
Dock Street Asset Management
Florida
$12.7M +$69K +605 +0.5%
CB
363
Commerce Bank
Missouri
$12.6M -$2M -17,531 -14%
BC
364
Burleson & Co
California
$12.6M +$229K +2,006 +2%
BC
365
Bowman & Company
Wisconsin
$12.6M +$12.6M +110,296 New
FFS
366
Founders Financial Securities
Maryland
$12.5M +$207K +1,817 +2%
CWG
367
Cornerstone Wealth Group
North Carolina
$12.5M -$30.4M -266,438 -71%
SWP
368
Stratos Wealth Partners
Ohio
$12.4M -$2.97M -26,075 -19%
B
369
Barings
North Carolina
$12.4M – – –
RPWA
370
Regent Peak Wealth Advisors
Georgia
$12.3M -$5.94M -52,082 -33%
PFM
371
Peak Financial Management
Massachusetts
$12.3M +$690K +6,051 +6%
FTS
372
Fifth Third Securities
Ohio
$12.3M +$676K +5,930 +6%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$12.1M +$550K +4,824 +5%
HFS
374
HBC Financial Services
Washington
$12M +$1.32M +11,583 +12%
SA
375
Sunesis Advisors
Kansas
$12M – – –
13 14
15
16 17