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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 %
ODG
1401
O'Dell Group
Ohio
$207K – – –
IFG
1402
Investors Financial Group
Minnesota
$207K +$207K +1,810 New
BST
1403
Bath Savings Trust
Maine
$207K +$207K +1,815 New
HBT
1404
Hills Bank & Trust
Iowa
$206K +$13.4K +117 +7%
KFC
1405
Klingenstein Fields & Co
New York
$205K -$813K -7,117 -80%
SFPG
1406
Stonebridge Financial Planning Group
Florida
$205K +$112 +1 +0.1%
ES
1407
Eagle Strategies
New York
$205K +$205K +1,800 New
RI
1408
Ridgewood Investments
New Jersey
$204K – – –
DI
1409
Disciplined Investments
Oklahoma
$203K -$44.5K -390 -18%
EWMCB
1410
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$203K +$203K +1,779 New
CSPAM
1411
Cary Street Partners Asset Management
Virginia
$202K – – –
PG
1412
Proffitt & Goodson
Tennessee
$202K +$8.09K +71 +4%
CAC
1413
Certified Advisory Corp
Florida
$201K -$20.9K -183 -9%
HWM
1414
Hohimer Wealth Management
Washington
$201K +$201K +1,758 New
BLC
1415
Brown, Lisle/Cummings
Rhode Island
$195K +$195K +1,713 New
NIG
1416
NFJ Investment Group
Texas
$194K +$194K +1,700 New
CHA
1417
Carmichael Hill & Associates
Maryland
$193K +$152K +1,331 +366%
GI
1418
Gradient Investments
Minnesota
$188K +$91K +797 +94%
FFA
1419
Founders Financial Alliance
North Carolina
$186K +$456 +4 +0.2%
PO
1420
Private Ocean
California
$182K -$9.47K -83 -5%
AIM
1421
AHL Investment Management
Florida
$182K +$182K +1,595 New
RIA
1422
Richwood Investment Advisors
Ohio
$181K +$181K +1,590 New
WB
1423
West Bancorporation
Iowa
$180K +$180K +1,581 New
OC
1424
Oakworth Capital
Alabama
$174K – – –
WCG
1425
Wall Capital Group
Arizona
$169K +$169K +1,484 New
55 56
57
58 59