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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 %
CQS
1101
Credential Qtrade Securities
$575K -$1.94K -17 -0.3%
RA
1102
RFG Advisory
Alabama
$566K -$480K -4,202 -46%
WIA
1103
Westbourne Investment Advisors
Maryland
$563K +$67.9K +595 +14%
AIM
1104
Axiom Investment Management
New York
$560K +$1.94K +17 +0.3%
NFG
1105
Nations Financial Group
Iowa
$557K +$9.81K +86 +2%
VCM
1106
Vivaldi Capital Management
Illinois
$555K -$8.33K -73 -1%
MCA
1107
MSH Capital Advisors
Arizona
$551K +$551K +4,833 New
HCM
1108
Hudson Capital Management
New Jersey
$550K -$15.9K -128 -3%
BG
1109
Benedetti & Gucer
Georgia
$548K +$548K +4,807 New
FOA
1110
Five Oceans Advisors
California
$547K +$25.3K +222 +5%
CCA
1111
Childress Capital Advisors
Texas
$546K +$24.5K +215 +5%
CCM
1112
Colorado Capital Management
Colorado
$544K -$228 -2 -0%
IWMA
1113
Ironwood Wealth Management (Arizona)
Arizona
$542K +$14.4K +126 +3%
SS
1114
Sunbelt Securities
Texas
$541K -$485K -4,400 -47%
SWA
1115
SOA Wealth Advisors
New York
$534K +$42.2K +370 +9%
BA
1116
Bristlecone Advisors
Washington
$533K -$6.05K -53 -1%
HWM
1117
Hemington Wealth Management
Virginia
$531K -$6.03K -51 -1%
JSA
1118
Jacobson & Schmitt Advisors
Wisconsin
$531K -$2.28K -20 -0.4%
LNWWM
1119
Laird Norton Wetherby Wealth Management
California
$529K +$685 +6 +0.1%
E
1120
ETFidea
New York
$527K +$527K +4,616 New
WWM
1121
Wolff Wiese Magana
California
$520K – – –
BPWM
1122
Badgley Phelps Wealth Managers
Washington
$520K +$14.9K +131 +3%
WA
1123
Wealthstar Advisors
Texas
$519K – – –
LA
1124
Lifeworks Advisors
Michigan
$515K +$515K +4,518 New
P
1125
&Partners
Tennessee
$510K +$35.7K +313 +8%
43 44
45
46 47