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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 %
MFT
1251
Moisand Fitzgerald Tamayo
Florida
$352K -$8.68K -76 -2%
CWM
1252
Curi Wealth Management
North Carolina
$352K +$88.9K +779 +34%
MFS
1253
Madrona Financial Services
Washington
$351K +$38.8K +340 +12%
GT
1254
Glenview Trust
Kentucky
$350K -$5.02K -44 -1%
WPA
1255
West Paces Advisors
Georgia
$349K – – –
CC
1256
Copperleaf Capital
North Carolina
$349K +$143K +1,257 +70%
WDC
1257
Woodward Diversified Capital
California
$346K -$17.6K -154 -5%
IFO
1258
Independent Family Office
New York
$346K – – –
FAG
1259
Fortitude Advisory Group
Washington
$346K +$346K +3,039 New
WA
1260
Wealth Architects
California
$345K +$35K +307 +11%
Calamos Advisors
1261
Calamos Advisors
Illinois
$345K +$122K +1,070 +55%
NB
1262
NBT Bank
New York
$343K – – –
GCM
1263
Gables Capital Management
Florida
$342K – – –
TC
1264
Trust Company
Kansas
$342K – – –
BAG
1265
Briggs Advisory Group
Rhode Island
$340K +$340K +2,979 New
BA
1266
Bridge Advisory
California
$338K +$1.6K +14 +0.5%
PHS
1267
Pekin Hardy Strauss
Illinois
$338K +$45.6K +400 +16%
HZ
1268
Hixon Zuercher
Ohio
$338K +$338K +2,965 New
BWM
1269
Brickley Wealth Management
California
$337K -$13.8K -121 -4%
AWM
1270
AAF Wealth Management
Massachusetts
$336K -$3.76M -32,945 -92%
FFG
1271
Fullen Financial Group
Ohio
$335K +$799 +7 +0.2%
EA
1272
Emerald Advisors
Washington
$334K -$48.1K -421 -13%
GCM
1273
Gibraltar Capital Management
Oklahoma
$334K +$14.6K +128 +5%
CWM
1274
Cordatus Wealth Management
Pennsylvania
$334K +$334K +2,931 New
IPW
1275
Intergy Private Wealth
Colorado
$333K +$333K +2,921 New
49 50
51
52 53