AGG icon

iShares Core US Aggregate Bond ETF

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
24.47%
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
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$499M 4,371,723 -332,401 -7%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$478M 4,189,051 +819,638 +24%
AF
28
Allworth Financial
California
$462M 4,052,000 +616,448 +18%
Osaic Holdings
29
Osaic Holdings
Arizona
$435M 3,812,960 +41,772 +1%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$431M 3,782,349 +349,638 +10%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$371M 3,255,440 +170,192 +6%
SOMRS
32
State of Michigan Retirement System
Michigan
$357M 3,131,300 +218,000 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$352M 3,086,029 +88,374 +3%
AAS
34
Avantax Advisory Services
Texas
$349M 3,060,425 +238,352 +8%
Prudential Financial
35
Prudential Financial
New Jersey
$328M 2,929,566 +345,676 +13%
Bank of Nova Scotia
36
Bank of Nova Scotia
Ontario, Canada
$308M 2,697,400 +141,700 +6%
Truist Financial
37
Truist Financial
North Carolina
$298M 2,614,093 +420,517 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$297M 2,600,000 +800,000 +44%
VIA
39
Vantagepoint Investment Advisers
District of Columbia
$290M 2,538,871 +290,000 +13%
CS
40
Credit Suisse
Switzerland
$284M 2,491,503 -78,687 -3%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$281M 2,440,436 -526,756 -18%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$277M 2,484,975 +215,753 +10%
Mariner
43
Mariner
Kansas
$272M 2,380,036 +114,005 +5%
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$257M 2,250,300 +253,900 +13%
GC
45
Guggenheim Capital
Illinois
$250M 2,189,587 +26,994 +1%
DADC
46
D.A. Davidson & Co
Montana
$249M 2,181,105 +232,186 +12%
SWM
47
SigFig Wealth Management
California
$241M 2,121,720 +94,002 +5%
BL
48
Balentine LLC
Georgia
$227M 1,987,968 +57,217 +3%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$211M 1,849,947 -22,781 -1%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$201M 1,765,822 +93,520 +6%