AGG icon

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 %
BCP
701
Blue Chip Partners
Michigan
$2.62M +$1.24M +10,836 +89%
SI
702
Stephens Inc
Arkansas
$2.62M -$391K -3,426 -13%
FAN
703
Financial Advisors Network
California
$2.61M -$66.4K -582 -2%
GMA
704
Glassy Mountain Advisors
Maryland
$2.6M +$2.6M +22,808 New
FFA
705
Fragasso Financial Advisors
Pennsylvania
$2.59M +$86.4K +757 +3%
MSAGDF
706
Moneda SA Administradora General de Fondos
Chile
$2.55M +$1.3M +11,369 +103%
BJL
707
Brighton Jones LLC
Washington
$2.53M +$310K +2,716 +14%
WMA
708
Wealth Management Associates
New Jersey
$2.53M +$50.3K +441 +2%
BF
709
Blankinship & Foster
California
$2.53M +$802K +7,034 +46%
TCM
710
Triumph Capital Management
Colorado
$2.52M -$187K -1,638 -7%
ODIJL
711
One Day In July LLC
Vermont
$2.51M +$663K +5,811 +36%
PCA
712
Personal Capital Advisors
California
$2.51M +$836K +7,720 +50%
SFG
713
Sovereign Financial Group
Connecticut
$2.5M +$2.5M +21,907 New
Cerity Partners
714
Cerity Partners
New York
$2.49M +$1.81M +15,882 +267%
Loomis, Sayles & Company
715
Loomis, Sayles & Company
Massachusetts
$2.49M +$2.49M +21,798 New
BFIC
716
Bedell Frazier Investment Counselling
California
$2.48M -$278K -2,434 -10%
CIS
717
Continental Investors Services
Washington
$2.47M +$2.47M +23,057 New
AWMS
718
Advocacy Wealth Management Services
Georgia
$2.45M -$242K -2,120 -9%
T. Rowe Price Associates
719
T. Rowe Price Associates
Maryland
$2.43M +$2.43M +21,326 New
HAS
720
HBW Advisory Services
California
$2.42M -$645K -5,651 -21%
BP
721
Ballentine Partners
Massachusetts
$2.42M +$167K +1,460 +7%
AM
722
Atwater Malick
Pennsylvania
$2.4M +$177K +1,548 +8%
CAM
723
Chandler Asset Management
California
$2.39M – – –
CGL
724
Clarius Group LLC
Washington
$2.38M +$2.38M +20,896 New
ACP
725
Aviance Capital Partners
Florida
$2.38M +$53.7K +471 +2%
27 28
29
30 31