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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 %
CTC
751
Central Trust Company
Missouri
$2.17M +$1.52M +13,322 +236%
SFS
752
Security Financial Services
Indiana
$2.16M +$2.16M +18,891 New
CCG
753
Cypress Capital Group
Florida
$2.15M -$725K -6,355 -25%
AIA
754
Angeles Investment Advisors
California
$2.15M -$628K -5,500 -23%
GW
755
GW & Wade
Massachusetts
$2.14M -$4.11K -36 -0.2%
HF
756
HRT Financial
New York
$2.13M +$2.13M +18,650 New
UWPG
757
Ullmann Wealth Partners Group
Florida
$2.11M +$65.2K +572 +3%
DPI
758
Diversified Portfolios Inc
Michigan
$2.06M +$36.4K +319 +2%
Deutsche Bank
759
Deutsche Bank
Germany
$2.05M -$57.1M -500,000 -97%
AIP
760
Almanack Investment Partners
Pennsylvania
$2.05M +$453K +3,975 +28%
CRCM
761
Corbett Road Capital Management
Virginia
$2.04M -$288K -2,520 -12%
ASW
762
Astoria Strategic Wealth
Texas
$2.04M +$2.04M +17,901 New
EW
763
Emerson Wealth
Michigan
$2.04M -$103K -5,915 -5%
PWM
764
Perigon Wealth Management
California
$2.03M +$59.7K +523 +3%
AIA
765
Avalon Investment & Advisory
Texas
$2.02M -$309K -2,708 -13%
APWA
766
Atlas Private Wealth Advisors
New Jersey
$2.02M -$159K -1,394 -7%
PFGIA
767
Patriot Financial Group Insurance Agency
Massachusetts
$2.01M +$547K +4,798 +37%
BIA
768
Bigelow Investment Advisors
Maine
$2M +$14K +123 +0.7%
XF
769
XML Financial
Maryland
$1.97M +$187K +1,641 +10%
BWA
770
BDO Wealth Advisors
Florida
$1.97M -$141K -1,238 -7%
CAMG
771
CWA Asset Management Group
Florida
$1.97M -$15.3K -134 -0.8%
IA
772
IFG Advisory
Georgia
$1.94M +$78K +684 +4%
BFC
773
Blue Fin Capital
Rhode Island
$1.93M +$146K +1,279 +8%
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.93M +$593K +5,198 +44%
SHJ
775
Sharkey, Howes & Javer
Colorado
$1.92M -$4.68M -41,056 -71%
29 30
31
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