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 %
WCFA
976
Walkner Condon Financial Advisors
Wisconsin
$940K +$208K +1,825 +28%
MOS
977
MGO One Seven
Ohio
$928K -$87.4K -766 -9%
BIAS
978
Beacon Investment Advisory Services
New Jersey
$928K -$22.7K -199 -2%
ECM
979
Evergreen Capital Management
Washington
$926K -$213K -1,866 -19%
NL
980
Navalign LLC
California
$920K -$431K -3,776 -32%
HIP
981
HUB Investment Partners
Texas
$917K -$204K -1,789 -18%
TDWM
982
Topel & Distasi Wealth Management
California
$914K +$914K +8,009 New
RPCA
983
Running Point Capital Advisors
California
$913K -$2.9M -25,365 -76%
LRPA
984
L. Roy Papp & Associates
Arizona
$912K – – –
SCM
985
Stordahl Capital Management
Colorado
$910K +$26.6K +233 +3%
BCPWM
986
Bradley & Co Private Wealth Management
Florida
$910K +$119K +1,044 +15%
AF
987
Apexium Financial
Texas
$907K -$1.48K -13 -0.2%
CFA
988
Capstone Financial Advisors
Illinois
$901K +$901K +7,896 New
MCM
989
McKinley Capital Management
Alaska
$899K +$29.9K +262 +3%
MSWMA
990
Market Street Wealth Management Advisors
Indiana
$892K -$533K -4,673 -37%
CFO
991
CVA Family Office
Colorado
$891K +$481K +4,214 +117%
CA
992
Claro Advisors
Massachusetts
$889K +$532K +4,668 +149%
CAM
993
Cidel Asset Management
Ontario, Canada
$886K -$936K -8,149 Closed
IAG
994
Investment Advisory Group
Massachusetts
$886K +$886K +8,102 New
PPW
995
Parcion Private Wealth
Washington
$884K -$7.4K -66 -0.8%
FCM
996
Firestone Capital Management
Florida
$880K +$799 +7 +0.1%
ACA
997
Anchor Capital Advisors
Massachusetts
$878K -$1.62M -14,205 -65%
TMWM
998
Taylor & Morgan Wealth Management
Michigan
$866K +$866K +7,590 New
FUBT
999
First United Bank & Trust
Maryland
$863K -$8.55K -75 -1%
RFA
1000
Reilly Financial Advisors
California
$861K +$151K +1,323 +21%
38 39
40
41 42