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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$96.8M
2
Jane Street
Jane Street
New York
$22.2M
3
SG Americas Securities
SG Americas Securities
New York
$110M
4
MA
MCF Advisors
Kentucky
$0
5
MFRM
Milliman Financial Risk Management
Illinois
$1.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
426
Capital City Trust
Florida
$8.75M -$534K -4,680 -6%
CWM
427
Calamos Wealth Management
Illinois
$8.7M +$893K +7,826 +11%
PCMC
428
Paragon Capital Management (Colorado)
Colorado
$8.62M -$58.2K -510 -0.7%
IAN
429
Integrated Advisors Network
Texas
$8.61M -$1.29M -11,299 -13%
FAIM
430
Financial Advocates Investment Management
Washington
$8.6M +$2.95M +25,823 +52%
N
431
Natixis
France
$8.57M +$8.57M +75,100 New
EIA
432
Eldridge Investment Advisors
New Hampshire
$8.55M -$1.59M -13,953 -16%
MAM
433
Meeder Asset Management
Ohio
$8.5M +$6.64M +58,222 +357%
RT
434
Rockland Trust
Massachusetts
$8.49M -$103K -905 -1%
SFG
435
Summit Financial Group
West Virginia
$8.45M -$6.16K -54 -0.1%
OFS
436
Oldfather Financial Services
Nebraska
$8.43M -$637K -5,822 -7%
FA
437
Fermata Advisors
California
$8.41M +$954K +8,362 +13%
SFA
438
Source Financial Advisors
New York
$8.4M -$772K -6,771 -8%
OWM
439
Orgel Wealth Management
Wisconsin
$8.34M +$124K +1,085 +2%
PCM
440
Presidio Capital Management
California
$8.29M +$8.29M +72,650 New
OIA
441
OneDigital Investment Advisors
Kansas
$8.28M +$747K +6,551 +10%
SAI
442
Systematic Alpha Investments
New Jersey
$8.21M – – –
EK
443
Evensky & Katz
Florida
$8.21M +$1.62M +14,164 +24%
WA
444
Waverly Advisors
Alabama
$8.2M +$1.16M +10,555 +17%
ECM
445
Exchange Capital Management
Michigan
$8.07M +$821K +7,194 +11%
TWP
446
Transparent Wealth Partners
Arkansas
$8.05M +$8.05M +70,595 New
KPWS
447
Kestra Private Wealth Services
Texas
$8.05M +$5.15M +45,148 +178%
BWG
448
Beta Wealth Group
California
$7.98M – – –
PWPS
449
Pinnacle Wealth Planning Services
Ohio
$7.93M -$1.49M -13,033 -16%
PCA
450
Peddock Capital Advisors
Massachusetts
$7.87M +$28.7K +252 +0.4%
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