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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.

Holders
1,584
Holders Change
+155
Holders Change %
+10.85%
% of All Funds
24.47%
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
1
BlackRock
New York
$4.74B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.7B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.04B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$2.31B
5
Charles Schwab
5
Charles Schwab
California
$818M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$96.8M
2
Jane Street
2
Jane Street
New York
$22.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$110M
4
MA
4
MCF Advisors
Kentucky
$0
5
MFRM
5
Milliman Financial Risk Management
Illinois
$1.69B
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$106M 925,256 +76,271 +9%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$106M 925,215 -60,950 -6%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$105M 920,076 -50,657 -5%
HighTower Advisors
79
HighTower Advisors
Illinois
$104M 915,841 -46,119 -5%
CST
80
Charles Schwab Trust
Nevada
$104M 914,916 +893,734 +4,219%
PPA
81
Parametric Portfolio Associates
Washington
$98.1M 859,870 -551,647 -39%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$96.9M 848,998 -33,328 -4%
Franklin Resources
83
Franklin Resources
California
$96.8M 848,401 -3,198,560 -79%
NA
84
NewEdge Advisors
Louisiana
$95.9M 840,900 +445,950 +113%
BAAM
85
Baker Avenue Asset Management
California
$95.4M 836,249 +30,558 +4%
MGB
86
Mass General Brigham
Massachusetts
$95.3M 835,166 -323,611 -28%
AWM
87
AE Wealth Management
Kansas
$92.3M 808,951 +24,385 +3%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$91.9M 805,834 +805,834 New
EA
89
Efficient Advisors
Ohio
$91M 798,108 +26,732 +3%
IAIM
90
Industrial Alliance Investment Management
Quebec, Canada
$90.3M 791,350 +791,350 New
EA
91
Evergreen Advisors
Tennessee
$88.4M 774,693 -1,555 -0.2%
CAN
92
Cetera Advisor Networks
California
$85.7M 751,414 +56,075 +8%
ZIM
93
Zacks Investment Management
Illinois
$82.8M 725,735 -21,197 -3%
DCM
94
Disciplina Capital Management
Tennessee
$82M 718,463 +33,798 +5%
BHWM
95
Bar Harbor Wealth Management
New Hampshire
$81M 710,406 +25,269 +4%
MCWS
96
McKinley Carter Wealth Services
West Virginia
$80.8M 708,363 +10,037 +1%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$79.8M 699,711 +13,001 +2%
COCM
98
Charter Oak Capital Management
New Hampshire
$78.4M 686,797 +26,098 +4%
CWM
99
Campbell Wealth Management
Virginia
$78M 683,802 +17,891 +3%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$77.7M 677,816 -71,583 -10%
2 3
4
5 6