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
24.47%
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 %
BA
1626
Bridgewater Advisors
New York
– – -3,398 Closed
EF
1627
Empirical Finance
Pennsylvania
– – -3,260 Closed
HI
1628
Human Investing
Oregon
– – -3,212 Closed
BAM
1629
Barrett Asset Management
New York
– – -3,000 Closed
LA
1630
LexAurum Advisors
Kansas
– – -2,898 Closed
BOS
1631
Bingham Osborn & Scarborough
California
– – -2,762 Closed
BOPW
1632
Brandywine Oak Private Wealth
Pennsylvania
– – -2,681 Closed
AFG
1633
Affinia Financial Group
Massachusetts
– – -2,499 Closed
CWM
1634
CCG Wealth Management
California
– – -2,468 Closed
AL
1635
ACAS LLC
California
– – -2,248 Closed
WA
1636
WBH Advisory
Maryland
– – -2,186 Closed
BFA
1637
Bluestem Financial Advisors
Illinois
– – -2,153 Closed
MWM
1638
Merriman Wealth Management
Washington
– – -2,140 Closed
WAM
1639
Weatherly Asset Management
California
– – -2,046 Closed
GSEP
1640
Golden State Equity Partners
California
– – -2,039 Closed
BFIM
1641
Beese Fulmer Investment Management
Ohio
– – -2,015 Closed
LWM
1642
Liberty Wealth Management
California
– – -1,906 Closed
CNB
1643
Camden National Bank
Maine
– – -1,849 Closed
AUB
1644
Atlantic Union Bankshares
Virginia
– – -1,771 Closed
AFA
1645
American Financial Advisors
Georgia
– – -1,764 Closed
MWM
1646
MBE Wealth Management
Wisconsin
– – -1,758 Closed
SHWM
1647
Silicon Hills Wealth Management
Texas
– – -1,754 Closed
JCM
1648
Jacobi Capital Management
Pennsylvania
– – -1,415 Closed
MIM
1649
Macroview Investment Management
Maryland
$0 1 -883 -100%
LDFR
1650
Lehman & Derafelo Financial Resources
Pennsylvania
– – -732 Closed
63 64 65
66
67