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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 %
PMA
1151
Prudent Man Advisors
Illinois
$466K – – –
HFA
1152
High Falls Advisors
New York
$464K -$35.7K -313 -7%
CIP
1153
Chartwell Investment Partners
Pennsylvania
$464K – – –
IC
1154
Intersect Capital
California
$461K +$144K +1,263 +46%
MPCG
1155
Matrix Private Capital Group
New York
$460K -$7.07K -62 -2%
AFC
1156
AFT Forsyth & Company
Florida
$459K -$19.4K -170 -4%
CT
1157
Columbia Trust
Oregon
$457K – – –
SCA
1158
STALEY CAPITAL ADVISERS
Pennsylvania
$456K – – –
NP
1159
NorthRock Partners
Minnesota
$456K +$256K +2,242 +128%
FMII
1160
Farmers & Merchants Investments Inc
Nebraska
$453K +$286K +2,509 +172%
YAL
1161
Your Advocates Ltd
Texas
$452K +$425K +3,730 +1,581%
SSCA
1162
South Shore Capital Advisors
Massachusetts
$449K +$2.51K +22 +0.6%
FNT
1163
First National Trust
Pennsylvania
$448K +$6.85K +60 +2%
MCWA
1164
Meadow Creek Wealth Advisors
Georgia
$446K +$446K +3,910 New
SB
1165
Simmons Bank
Arkansas
$442K +$141K +1,235 +47%
CWA
1166
Clarity Wealth Advisors
California
$440K -$42.8K -376 -9%
SRC
1167
Sage Rhino Capital
California
$439K – – –
SSC
1168
Syverson Strege & Co
Iowa
$437K -$63.3K -555 -13%
HR
1169
Howe & Rusling
New York
$437K +$342 +3 +0.1%
FIA
1170
Foundations Investment Advisors
Arizona
$436K +$155K +1,374 +55%
BHBT
1171
Burke & Herbert Bank & Trust
Virginia
$432K – – –
PCMC
1172
Private Capital Management (Colorado)
Colorado
$431K -$11.3K -99 -3%
CC
1173
Courier Capital
New York
$431K -$5.7K -50 -1%
TWP
1174
Tempus Wealth Planning
California
$430K +$26.2K +229 +6%
AFS
1175
Annapolis Financial Services
Maryland
$429K – – –
45 46
47
48 49