AGG icon

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
$4.74B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$8.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.04B
4
TAIM
TD Ameritrade Investment Management
Nebraska
$2.31B
5
Charles Schwab
Charles Schwab
California
$818M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$96.8M
2
Jane Street
Jane Street
New York
$22.2M
3
SG Americas Securities
SG Americas Securities
New York
$110M
4
MA
MCF Advisors
Kentucky
$0
5
MFRM
Milliman Financial Risk Management
Illinois
$1.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1351
TFG Advisers
Michigan
$250K -$1.71K -15 -0.7%
FWP
1352
Falcon Wealth Planning
California
$249K -$11.9K -104 -5%
GKWIM
1353
Gerber Kawasaki Wealth & Investment Management
California
$249K +$245K +2,149 +5,969%
MC
1354
Moors & Cabot
Massachusetts
$247K +$25.3K +222 +11%
HDIM
1355
Hanson & Doremus Investment Management
Vermont
$245K +$75.2K +658 +44%
LWM
1356
Laidlaw Wealth Management
New York
$245K +$245K +2,149 New
SCA
1357
Scott Capital Advisors
Oregon
$245K +$245K +2,151 New
CPSC
1358
Carl P. Sherr & Co
Massachusetts
$244K – – –
TF
1359
Trek Financial
Arizona
$243K -$209K -1,834 -46%
SCP
1360
Syntal Capital Partners
Texas
$242K – – –
AWM
1361
Accel Wealth Management
Iowa
$241K +$685 +6 +0.3%
AWC
1362
Adamsbrown Wealth Consultants
Kansas
$241K +$241K +2,116 New
DSC
1363
Duncker Streett & Co
Missouri
$240K +$571 +5 +0.2%
HR
1364
Hayden Royal
North Carolina
$240K +$570 +5 +0.2%
3LCM
1365
3D/L Capital Management
Connecticut
$238K +$457 +4 +0.2%
RPA
1366
Rock Point Advisors
Vermont
$235K – – –
AWA
1367
Amplius Wealth Advisors
Pennsylvania
$235K +$235K +2,063 New
TI
1368
Truepoint Inc
Ohio
$234K -$83.2K -728 -26%
LWAM
1369
Legacy Wealth Asset Management
Minnesota
$234K +$234K +2,051 New
LWA
1370
Lenox Wealth Advisors
New York
$233K +$1.03K +9 +0.4%
JC
1371
JB Capital
Connecticut
$232K +$232K +2,033 New
CSWM
1372
Cassady Schiller Wealth Management
Ohio
$230K +$230K +2,016 New
CCM
1373
Carlson Capital Management
Minnesota
$229K -$4.79K -42 -2%
TB
1374
Treynor Bancshares
Iowa
$229K +$229K +2,005 New
MPW
1375
MA Private Wealth
California
$225K -$4.45K -39 -2%
53 54
55
56 57