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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AWM
126
Altavista Wealth Management
North Carolina
$57.1M 500,106 -3,763 -0.7%
CHP
127
Cable Hill Partners
Oregon
$56.7M 497,326 -18,991 -4%
VIM
128
VCU Investment Management
Virginia
$56.5M 495,114 -224,922 -31%
JWA
129
JFS Wealth Advisors
Pennsylvania
$56.2M 492,289 +25,805 +6%
ZB
130
Zions Bancorporation
Utah
$55.6M 487,040 -1,560 -0.3%
CG
131
Colony Group
Massachusetts
$54.6M 478,589 +44,703 +10%
Barclays
132
Barclays
United Kingdom
$54.5M 477,951 -399,205 -46%
SL
133
Summitry LLC
California
$54.5M 477,843 +9,904 +2%
ANB
134
Amarillo National Bank
Texas
$51.5M 451,183 -69,068 -13%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$51.3M 450,000 +450,000 New
HFS
136
Hantz Financial Services
Michigan
$50.7M 444,199 +1,963 +0.4%
BAM
137
Brave Asset Management
New Jersey
$50.2M 439,839 +86,672 +25%
CFG
138
Compton Financial Group
Maryland
$49.9M 437,618 +83,885 +24%
Sumitomo Mitsui Trust Group
139
Sumitomo Mitsui Trust Group
Japan
$49.5M 433,539 -79,226 -15%
TCM
140
TD Capital Management
Tennessee
$48.1M 421,376 +3,039 +0.7%
SWM
141
Spire Wealth Management
Virginia
$46.7M 408,838 +3,011 +0.7%
FHB
142
First Hawaiian Bank
Hawaii
$46.3M 406,140 +34,010 +9%
LPT
143
Legacy Private Trust
Wisconsin
$46M 403,285 -34,508 -8%
FBB
144
Fulton Breakefield Broenniman
Maryland
$45.5M 399,018 +1,381 +0.3%
RhumbLine Advisers
145
RhumbLine Advisers
Massachusetts
$45.3M 397,188 -3,145 -0.8%
MAM
146
Madison Asset Management
Wisconsin
$45.1M 395,251 -5,288 -1%
Fisher Asset Management
147
Fisher Asset Management
Washington
$44.7M 392,060 +30,055 +8%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$44.7M 400,000 – –
HCM
149
Howard Capital Management
Georgia
$44.4M 340,768 +8,352 +3%
MWP
150
Meridian Wealth Partners
Pennsylvania
$44.2M 387,692 +14,166 +4%
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