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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 %
LWP
501
Lumature Wealth Partners
Georgia
$6.06M +$158K +1,386 +3%
FA
502
Fiducient Advisors
Illinois
$6.02M – – –
MC
503
Minot Capital
Colorado
$6.01M – – –
PWW
504
Pettyjohn Wood & White
Virginia
$6M -$238K -2,087 -4%
CWM
505
Connecticut Wealth Management
Connecticut
$5.96M +$5.68M +49,820 +2,066%
VI
506
Vestcor Inc
New Brunswick, Canada
$5.93M – – –
JWS
507
Juncture Wealth Strategies
Arizona
$5.92M +$677K +5,934 +13%
BAM
508
Belpointe Asset Management
Nevada
$5.91M -$3.3M -28,918 -36%
MW
509
Marcum Wealth
Ohio
$5.87M +$278K +2,440 +5%
SA
510
Shilanski & Associates
Alaska
$5.81M +$122K +1,073 +2%
RFO
511
RiverGlades Family Offices
Florida
$5.8M +$160K +1,400 +3%
LFS
512
Lutz Financial Services
Nebraska
$5.8M +$274K +2,401 +5%
PCWA
513
Pacific Capital Wealth Advisors
California
$5.74M -$330K -2,896 -5%
APP
514
Avantax Planning Partners
Iowa
$5.7M +$2.98M +26,139 +110%
BAM
515
Baldrige Asset Management
Pennsylvania
$5.69M +$704K +6,171 +14%
WCM
516
Wunderlich Capital Managemnt
Tennessee
$5.67M -$78K -684 -1%
1SB
517
1ST Source Bank
Indiana
$5.63M +$14.8K +130 +0.3%
Luther King Capital Management (LKCM)
518
Luther King Capital Management (LKCM)
Texas
$5.53M -$5.35M – –
CFGF
519
Compass Financial Group (Florida)
Florida
$5.52M +$66.5K +583 +1%
NCM
520
New Capital Management
Texas
$5.51M +$74K +649 +1%
CGFA
521
Colton Groome Financial Advisors
North Carolina
$5.51M +$2.41M +21,158 +78%
RCIM
522
Red Cedar Investment Management
Michigan
$5.5M – – –
OCM
523
Objective Capital Management
Ohio
$5.48M +$5.48M +48,003 New
SCP
524
Silverleafe Capital Partners
Tennessee
$5.47M -$384K -3,369 -7%
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$5.47M +$707K +6,195 +15%
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