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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 %
SWA
1001
Strategies Wealth Advisors
Michigan
$860K +$860K +7,538 New
AIA
1002
Alera Investment Advisors
Illinois
$857K -$196K -1,722 -19%
JSL
1003
JT Stratford LLC
Georgia
$857K +$20.3K +178 +2%
CIBC Asset Management
1004
CIBC Asset Management
Ontario, Canada
$844K -$1.3M -11,430 -61%
RG
1005
Retirement Group
California
$839K +$556K +4,871 +196%
CCA
1006
Cadent Capital Advisors
Oklahoma
$833K -$47.5K -416 -5%
RWM
1007
RKL Wealth Management
Pennsylvania
$829K -$34.3K -301 -4%
SW
1008
StrongBox Wealth
Missouri
$827K -$551K -4,835 -40%
GEA
1009
Glen Eagle Advisors
New Jersey
$826K -$14.8K -130 -2%
NA
1010
Nottingham Advisors
New York
$825K – – –
1WM
1011
1900 Wealth Management
Texas
$819K -$131K -1,150 -14%
AIC
1012
Argus Investors Counsel
New York
$812K -$20.5K -180 -2%
WWM
1013
Western Wealth Management
Colorado
$811K +$811K +7,104 New
SCA
1014
Stillwater Capital Advisors
Pennsylvania
$799K +$67.9K +595 +9%
SWM
1015
Stockman Wealth Management
Montana
$794K +$42.2K +370 +6%
MCM
1016
Maryland Capital Management
Maryland
$794K +$46K +403 +6%
VPIM
1017
Vanguard Personalized Indexing Management
California
$789K – – –
MPW
1018
Monterey Private Wealth
California
$781K +$4.33K +38 +0.6%
BFG
1019
Beacon Financial Group
Texas
$770K +$624K +11,447 +426%
MIH
1020
Meitav Investment House
Israel
$766K -$205K -1,800 -21%
SAF
1021
Smith Anglin Financial
Texas
$764K -$37.2K -326 -5%
SHFA
1022
SC&H Financial Advisors
Maryland
$763K +$763K +6,691 New
MIA
1023
MMBG Investment Advisors
Florida
$761K +$761K +6,670 New
PIA
1024
Perennial Investment Advisors
California
$759K +$115 +1 +0%
ORC
1025
O'Rourke & Company
Massachusetts
$759K +$759K +6,655 New
39 40
41
42 43