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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
24.47%
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 %
WWM
1601
WJ Wealth Management
Arizona
– – -31,634 Closed
VAM
1602
Verity Asset Management
North Carolina
– – -26,727 Closed
DC
1603
DeDora Capital
California
– – -26,506 Closed
PCMK
1604
Paragon Capital Management (Kansas)
Kansas
– – -26,481 Closed
DA
1605
Doliver Advisors
Texas
– – -15,924 Closed
QA
1606
Quantitative Advantage
Minnesota
– – -15,558 Closed
FFN
1607
Focus Financial Network
Minnesota
– – -11,736 Closed
SAM
1608
Strategy Asset Managers
California
– – -11,663 Closed
BCM
1609
Bowie Capital Management
Texas
– – -10,030 Closed
Wolverine Trading
1610
Wolverine Trading
Illinois
– – -8,084 Closed
Verition Fund Management
1611
Verition Fund Management
Connecticut
– – -7,164 Closed
SAM
1612
Silvercrest Asset Management
New York
– – -7,053 Closed
AWM
1613
Affinity Wealth Management
Delaware
– – -6,649 Closed
OA
1614
Oxbow Advisors
Texas
– – -6,570 Closed
MFG
1615
MidWestOne Financial Group
Iowa
– – -6,121 Closed
CFS
1616
Cannon Financial Strategists
Georgia
– – -5,921 Closed
OWA
1617
Outlook Wealth Advisors
Texas
– – -5,741 Closed
FF
1618
Friedenthal Financial
New Jersey
– – -5,632 Closed
AIM
1619
Arcadia Investment Management
Michigan
– – -5,550 Closed
Federated Hermes
1620
Federated Hermes
Pennsylvania
– – -5,329 Closed
NRI
1621
NFP Retirement Inc
California
– – -5,318 Closed
B
1622
Bailard
California
– – -4,764 Closed
SAM
1623
SignalPoint Asset Management
Missouri
– – -4,389 Closed
MYIA
1624
Mount Yale Investment Advisors
Colorado
– – -4,272 Closed
MWM
1625
Mattern Wealth Management
Kansas
– – -4,000 Closed
63 64
65
66 67