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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 %
GWMIA
451
Global Wealth Management Investment Advisory
Florida
$7.86M +$866K +7,587 +12%
MIAN
452
Mariner Independent Advisor Network
Kansas
$7.83M +$263K +2,316 +3%
DT
453
Diversified Trust
Tennessee
$7.74M -$9.4M -82,359 -55%
PGWM
454
Parisi Gray Wealth Management
New Jersey
$7.65M -$438K -3,840 -5%
PT
455
Plimoth Trust
Massachusetts
$7.65M +$47.8K +419 +0.6%
Parallax Volatility Advisers
456
Parallax Volatility Advisers
California
$7.65M +$6.91M +60,613 +947%
FAM
457
Frontier Asset Management
Wyoming
$7.55M +$7.55M +66,196 New
FNBOO
458
First National Bank of Omaha
Nebraska
$7.47M -$456 -4 -0%
HKIM
459
Hayek Kallen Investment Management
Alabama
$7.44M +$7.44M +65,178 New
MWA
460
Motive Wealth Advisors
Michigan
$7.43M +$3.49M +30,579 +89%
LMIM
461
Lockheed Martin Investment Management
Maryland
$7.42M – – –
AIA
462
Arbor Investment Advisors
North Carolina
$7.23M +$1.57M +13,722 +28%
EFG
463
Erickson Financial Group
Pennsylvania
$7.16M +$7.16M +62,788 New
GC
464
Grimes & Company
Massachusetts
$7.12M +$165K +1,449 +2%
MGIA
465
Moneta Group Investment Advisors
Missouri
$7.09M -$110K -962 -2%
COF
466
Capital One Financial
Virginia
$7.08M +$1.71M +14,962 +32%
JCM
467
J2 Capital Management
Michigan
$7.05M +$7.05M +61,793 New
ANTB
468
AMG National Trust Bank
Colorado
$7.03M +$55.3K +485 +0.8%
TI
469
tru Independence
Oregon
$7.02M +$454K +3,982 +7%
OFG
470
OTA Financial Group
New York
$7.02M +$7.02M +61,562 New
IA
471
IFP Advisors
Florida
$7M +$159K +1,392 +2%
Comerica Bank
472
Comerica Bank
Texas
$6.96M +$1.7M +15,147 +32%
PCIG
473
Partners Capital Investment Group
Massachusetts
$6.96M -$952K -8,346 -12%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$6.93M +$3.05M +26,689 +79%
SIA
475
Sovereign Investment Advisors
Arizona
$6.93M +$38.2K +335 +0.6%
17 18
19
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