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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 %
EA
1301
Eudaimonia Advisors
Tennessee
$300K +$300K +2,629 New
MSCM
1302
McElhenny Sheffield Capital Management
Texas
$300K +$300K +2,633 New
OPCM
1303
Osborne Partners Capital Management
California
$299K -$718K -6,300 -71%
WI
1304
Wedgewood Investors
Pennsylvania
$299K – – –
SWM
1305
Scissortail Wealth Management
Oklahoma
$298K +$298K +2,610 New
AR
1306
Apeiron RIA
Texas
$296K +$296K +2,591 New
AC
1307
Abbrea Capital
California
$291K -$4.56K -40 -2%
ACM
1308
Advance Capital Management
Michigan
$290K +$290K +2,545 New
MAWAG
1309
Mid-American Wealth Advisory Group
Missouri
$286K +$286K +2,504 New
OWA
1310
One Wealth Advisors
California
$286K +$286K +2,509 New
EWA
1311
EverSource Wealth Advisors
Alabama
$286K +$286K +2,510 New
NPT
1312
Nixon Peabody Trust
Massachusetts
$285K – – –
SFP
1313
Sterling Financial Planning
New Jersey
$285K +$166K +1,455 +139%
SEI Investments
1314
SEI Investments
Pennsylvania
$284K +$284K +2,479 New
NCM
1315
Northwest Capital Management
Oregon
$283K -$18.4K -166 -6%
AWM
1316
Avondale Wealth Management
Texas
$282K – – –
VCP
1317
Vista Capital Partners
Oregon
$280K +$280K +2,455 New
RMDI
1318
R.M. Davis Inc
Maine
$277K – – –
BFA
1319
Beacon Financial Advisory
Ohio
$277K +$342 +3 +0.1%
SCM
1320
Spreng Capital Management
Ohio
$277K +$1.6K +14 +0.6%
MGI
1321
MayTech Global Investments
New York
$275K -$90.1K -790 -25%
HCA
1322
Harbour Capital Advisors
Virginia
$272K -$9.14K -80 -3%
DY
1323
Dowling & Yahnke
California
$272K – – –
AWAG
1324
ARS Wealth Advisors Group
Florida
$272K +$20.1K +176 +8%
CCP
1325
Carmel Capital Partners
California
$272K +$272K +2,381 New
51 52
53
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