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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 %
MFA
1576
Morling Financial Advisors
California
$2K 14 +14 New
FCB
1577
First Command Bank
Texas
$1K 5 – –
DAC
1578
Dividend Assets Capital
South Carolina
$1K 12 – –
BA
1579
Bivin & Associates
Oklahoma
$1K 5 +5 New
AHIA
1580
Andrew Hill Investment Advisors
Florida
$1K 10 +10 New
FHC
1581
First Heartland Consultants
Missouri
$757 6,643 -584 -8%
EWA
1582
Evolution Wealth Advisors
Florida
$233 2,040 – –
BBHC
1583
Brown Brothers Harriman & Co
New York
$195 1,712 – –
FFG
1584
Ford Financial Group
California
$70 617 +617 New
FGAM
1585
Financial Gravity Asset Management
Texas
$26 204 +204 New
MA
1586
MCF Advisors
Kentucky
– – -1,144,734 Closed
Susquehanna International Group
1587
Susquehanna International Group
Pennsylvania
– – -210,045 Closed
PWM
1588
Pacific Wealth Management
California
– – -157,568 Closed
BRC
1589
BHF RG Capital
Arizona
– – -144,103 Closed
FMC
1590
Financial Management Concepts
Florida
– – -112,515 Closed
NL
1591
NEPC LLC
Massachusetts
– – -110,169 Closed
EFSCE
1592
Enterprise Financial Services Corp (EFSC)
Missouri
– – -97,958 Closed
SP
1593
Sarasin & Partners
United Kingdom
– – -62,987 Closed
LBC
1594
Lowe Brockenbrough & Co
Virginia
– – -56,333 Closed
ACM
1595
Ashford Capital Management
Delaware
– – -54,196 Closed
OMC
1596
Old Mission Capital
Illinois
– – -50,460 Closed
PA
1597
Paragon Advisors
Texas
– – -50,156 Closed
TFA
1598
Tobias Financial Advisors
Florida
– – -36,718 Closed
GRP
1599
Global Retirement Partners
California
– – -35,374 Closed
AIM
1600
Astor Investment Management
Illinois
– – -32,948 Closed
62 63
64
65 66