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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
$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 %
CASB
1376
Cape Ann Savings Bank
Massachusetts
$225K – – –
WI
1377
Wintrust Investments
Illinois
$224K +$2.28K +20 +1%
GT
1378
Greenleaf Trust
Michigan
$223K -$320K -2,801 -59%
IAA
1379
Independent Advisor Alliance
North Carolina
$223K +$19.1K +167 +9%
PCA
1380
Pallas Capital Advisors
Massachusetts
$221K -$1.29M -11,519 -85%
BB
1381
Berkshire Bank
Massachusetts
$221K -$83.9K -735 -28%
AAM
1382
Austin Asset Management
Texas
$221K +$221K +1,935 New
OWA
1383
Octavia Wealth Advisors
Ohio
$220K -$22.7K -199 -9%
SOAG
1384
Silver Oak Advisory Group
Oregon
$220K +$220K +1,925 New
W
1385
WealthOne
New York
$217K -$239K -2,099 -52%
WCF
1386
West Coast Financial
California
$217K -$6.62K -58 -3%
AMIM
1387
Aull & Monroe Investment Management
Alabama
$214K – – –
MFC
1388
Morris Financial Concepts
South Carolina
$214K +$214K +1,875 New
TFGT
1389
TS Financial Group (TSFG)
Illinois
$212K -$12.7K -111 -6%
KWM
1390
Kaydan Wealth Management
Michigan
$212K +$212K +1,856 New
SEP
1391
Southland Equity Partners
Missouri
$211K -$34.2K -300 -14%
SWM
1392
Sugarloaf Wealth Management
Georgia
$211K +$342 +3 +0.2%
BFG
1393
Barber Financial Group
Kansas
$209K – – –
LCM
1394
Liberty Capital Management
Michigan
$209K +$209K +1,829 New
HSG
1395
Helen Stephens Group
Texas
$209K +$209K +1,834 New
PBF
1396
Petix & Botte Financial
California
$208K -$401K -3,508 -66%
SIM
1397
Sadoff Investment Management
Wisconsin
$208K – – –
GIM
1398
Greenwich Investment Management
Connecticut
$208K +$208K +1,819 New
TRIA
1399
Trail Ridge Investment Advisors
Colorado
$208K +$208K +1,827 New
LWANC
1400
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K -$4.56K -40 -2%
54 55
56
57 58