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.

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
1
BlackRock
New York
$4.74B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.7B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.04B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$2.31B
5
Charles Schwab
5
Charles Schwab
California
$818M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$96.8M
2
Jane Street
2
Jane Street
New York
$22.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$110M
4
MA
4
MCF Advisors
Kentucky
$0
5
MFRM
5
Milliman Financial Risk Management
Illinois
$1.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1451
Rockbridge Investment Management
New York
$117K +$114 +1 +0.1%
MFC
1452
Mechanics Financial Corp
Ohio
$114K +$114K +1,000 New
CNBTD
1453
Citizens National Bank Trust Department
Mississippi
$114K +$114K +1,000 New
KFS
1454
Kelly Financial Services
Massachusetts
$114K -$1.71K -15 -1%
LPP
1455
Life Planning Partners
Florida
$113K +$113K +996 New
VNIM
1456
Vaughan Nelson Investment Management
Texas
$112K – – –
LS
1457
Leelyn Smith
Illinois
$111K +$15.6K +137 +16%
CWA
1458
Clearview Wealth Advisors
Oregon
$108K +$569 +5 +0.5%
AWM
1459
Atticus Wealth Management
Florida
$107K -$12.4K -109 -10%
MTIC
1460
Missouri Trust & Investment Company
Missouri
$107K +$107K +942 New
CCM
1461
Chilton Capital Management
Texas
$101K +$101K +883 New
TFO
1462
Tarbox Family Office
California
$97K – – –
MRC
1463
Millburn Ridgefield Corp
New York
$94K +$40.3K +354 +75%
BHWM
1464
Beaird Harris Wealth Management
Texas
$93K +$93K +811 New
CWP
1465
Concord Wealth Partners
Virginia
$92K +$92K +808 New
SSB
1466
Sandy Spring Bank
Maryland
$90K – – –
MP
1467
McDonald Partners
Ohio
$89.8K -$1.92M -16,810 -96%
ACM
1468
Absolute Capital Management
Pennsylvania
$89.8K +$89.8K +787 New
CFD
1469
Creative Financial Designs
Indiana
$87K -$278K -2,432 -76%
JGCM
1470
Joseph Group Capital Management
Ohio
$86K +$86K +752 New
AWA
1471
Artemis Wealth Advisors
New York
$84.2K +$457 +4 +0.5%
NIC
1472
Northwest Investment Counselors
Oregon
$84K +$84K +737 New
VRM
1473
Vectors Research Management
New York
$82K -$1.93K -17 -2%
GAM
1474
Gemmer Asset Management
California
$82K – – –
ADL
1475
Asset Dedication LLC
California
$81K +$2.03K +18 +3%
57 58
59
60 61