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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
+$961M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$495M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$433M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$317M
5
Charles Schwab
Charles Schwab
California
+$267M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$365M
2
Jane Street
Jane Street
New York
-$322M
3
SG Americas Securities
SG Americas Securities
New York
-$252M
4
MA
MCF Advisors
Kentucky
-$131M
5
MFRM
Milliman Financial Risk Management
Illinois
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
651
PFG Advisors
Arizona
$3.35M +$466K +4,082 +16%
BSB
652
Bangor Savings Bank
Maine
$3.33M +$104K +909 +3%
MA
653
MBA Advisors
Pennsylvania
$3.3M +$39.1K +343 +1%
MWM
654
Meridian Wealth Management
Kentucky
$3.3M +$156K +1,367 +5%
WTC
655
WhitTier Trust Company
Nevada
$3.29M -$64.3K -564 -2%
LFG
656
Larson Financial Group
Missouri
$3.28M +$1.44M +12,619 +78%
ZF
657
Zhang Financial
Michigan
$3.28M -$71.5K -627 -2%
GTAM
658
Global Trust Asset Management
Florida
$3.27M -$254K -2,225 -7%
IIA
659
Integral Investment Advisors
California
$3.24M +$3.24M +28,367 New
TWM
660
Tanager Wealth Management
United Kingdom
$3.22M +$3.22M +28,251 New
LHWM
661
Lake Hills Wealth Management
Texas
$3.22M +$3.22M +28,187 New
BRWA
662
B. Riley Wealth Advisors
Florida
$3.21M -$665K -5,824 -17%
HSA
663
HBK Sorce Advisory
Pennsylvania
$3.18M -$68.9K -604 -2%
TC
664
Titleist Capital
Texas
$3.17M +$3.17M +27,798 New
ZCM
665
Ziegler Capital Management
Illinois
$3.16M -$59.8K -524 -2%
FPW
666
Flagship Private Wealth
Massachusetts
$3.15M +$317K +2,775 +11%
AWMG
667
Alliance Wealth Management Group
New Jersey
$3.15M +$255K +2,234 +9%
UB
668
UMB Bank
Missouri
$3.14M +$58.4K +512 +2%
SAMC
669
Spectrum Asset Management (California)
California
$3.13M -$61.6K -540 -2%
FF
670
FourThought Financial
Florida
$3.1M -$56.1K -492 -2%
AP
671
Advisors Preferred
Maryland
$3.08M -$505K -4,459 -14%
SW
672
SteelPeak Wealth
California
$3.06M -$226K -1,981 -7%
HI
673
Hendershot Investments
Virginia
$3.05M -$770K -6,750 -20%
MA
674
Mosaic Advisors
Texas
$3.04M -$25.3M -221,395 -89%
CW
675
CreativeOne Wealth
Kansas
$3.03M +$736K +6,455 +32%
25 26
27
28 29