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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 %
WFAG
726
Wescott Financial Advisory Group
Pennsylvania
$2.36M +$109K +958 +5%
SFPM
727
Sensible Financial Planning & Management
Massachusetts
$2.36M +$10.2K +89 +0.4%
WA
728
Wealth Alliance
New York
$2.36M -$31.5K -276 -1%
FAM
729
Flaharty Asset Management
Florida
$2.36M -$665K -5,831 -22%
IFAM
730
Institutional & Family Asset Management
Colorado
$2.36M -$43.9K -385 -2%
YIA
731
YHB Investment Advisors
Connecticut
$2.32M -$1.93M -16,942 -45%
Kayne Anderson Rudnick Investment Management
732
Kayne Anderson Rudnick Investment Management
California
$2.31M +$913K +8,000 +66%
SMC
733
Smith, Moore & Co
Missouri
$2.3M -$28.5K -250 -1%
WF
734
Warner Financial
Maryland
$2.3M +$2.3M +20,136 New
IWP
735
IAG Wealth Partners
Wisconsin
$2.27M -$889K -7,793 -28%
TSW
736
Thompson Siegel & Walmsley
Virginia
$2.26M -$46K -403 -2%
PG
737
Patten Group
Tennessee
$2.26M +$197K +1,728 +10%
MWM
738
MorganRosel Wealth Management
Colorado
$2.25M -$327K -2,866 -13%
KPW
739
Kore Private Wealth
New York
$2.25M -$2.28K -20 -0.1%
EW
740
Evoke Wealth
California
$2.25M – – –
State Street
741
State Street
Massachusetts
$2.21M +$10.4K +91 +0.5%
Retirement Systems of Alabama
742
Retirement Systems of Alabama
Alabama
$2.2M +$471K +4,133 +27%
JIR
743
James Investment Research
Ohio
$2.2M -$162K -1,420 -7%
KWMG
744
King Wealth Management Group
Florida
$2.2M +$5.7K +50 +0.3%
ACA
745
Ackerman Capital Advisors
Texas
$2.19M +$679K +5,951 +45%
AIS
746
American Investment Services
Massachusetts
$2.19M +$1.19M +10,455 +119%
CI
747
Cambiar Investors
Colorado
$2.19M – – –
GA
748
GFS Advisors
Texas
$2.18M +$798K +7,000 +58%
VFIC
749
Valley Forge Investment Consultants
Pennsylvania
$2.18M -$994K -8,714 -31%
AMR
750
Asset Management Resources
Massachusetts
$2.18M +$2.18M +19,062 New
28 29
30
31 32