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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 %
DHFB
1326
Dixon Hubard Feinour & Brown
Virginia
$272K +$272K +2,386 New
HNW
1327
High Note Wealth
Minnesota
$271K -$15.9K -140 -6%
TA
1328
TruWealth Advisors
Louisiana
$270K -$81.7K -716 -23%
FWM
1329
Frontier Wealth Management
Missouri
$269K -$36.4K -320 -12%
BAS
1330
Brown Advisory Securities
Maryland
$268K – – –
CHJWM
1331
Carlton Hofferkamp & Jenks Wealth Management
Texas
$267K -$61.6K -550 -19%
FMN
1332
Financial Management Network
California
$266K -$111K -978 -29%
CPA
1333
Clear Perspective Advisors
Illinois
$265K +$1.71K +15 +0.6%
PFA
1334
Professional Financial Advisors
Nebraska
$263K +$263K +2,303 New
FMI
1335
F/M Investments
District of Columbia
$262K – – –
TSA
1336
Tri-Star Advisors
Texas
$261K +$37.7K +335 +17%
PMG
1337
ProVise Management Group
Florida
$258K – – –
ARG
1338
Advisory Resource Group
Oklahoma
$258K +$41.1K +368 +19%
FANJ
1339
Financial Architects (New Jersey)
New Jersey
$258K +$50K +438 +24%
DCM
1340
Dimension Capital Management
Florida
$257K -$97.2K -850 -27%
TCWM
1341
Total Clarity Wealth Management
Illinois
$257K -$26.4K -231 -9%
RS
1342
Retirement Solution
Washington
$257K +$798 +7 +0.3%
TTWM
1343
TCV Trust & Wealth Management
Virginia
$257K +$20.6K +180 +9%
CPC
1344
Consolidated Planning Corp
Georgia
$256K +$18.3K +160 +8%
SMG
1345
Spectrum Management Group
Indiana
$254K – – –
4WM
1346
4J Wealth Management
Virginia
$253K -$342 -3 -0.1%
HWA
1347
HCR Wealth Advisors
California
$252K -$4.23K -37 -2%
HS
1348
Horan Securities
United States
$252K +$252K +2,206 New
TWM
1349
Titus Wealth Management
California
$251K -$3.43K -30 -1%
WPWM
1350
Windward Private Wealth Management
Kansas
$251K +$251K +2,200 New
52 53
54
55 56