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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 %
LFASL
1651
Lugano Financial Advisors SA (LFA)
Switzerland
– – -663 Closed
DOA
1652
D'Orazio & Associates
Virginia
– – -405 Closed
CICI
1653
Capital Investment Counsel Inc
North Carolina
– – -370 Closed
RTL
1654
Red Tortoise LLC
Georgia
– – -284 Closed
HCM
1655
Hillman Capital Management
Maryland
– – -281 Closed
CPWM
1656
Cypress Point Wealth Management
Texas
– – -220 Closed
PIP
1657
Peachtree Investment Partners
Florida
– – -168 Closed
LCM
1658
Logan Capital Management
Pennsylvania
– – -150 Closed
T2I
1659
Turim 21 Investimentos
Brazil
– – -130 Closed
VCM
1660
Vigilant Capital Management
Maine
– – -105 Closed
RCA
1661
Ranch Capital Advisors
Florida
– – -100 Closed
RE
1662
RBC Europe
United Kingdom
– – -73 Closed
SWM
1663
Selective Wealth Management
Virginia
– – -32 Closed
EI
1664
Ellevest Inc
New York
– – -22 Closed
PFBT
1665
Parkside Financial Bank & Trust
Missouri
– – -14 Closed
AIA
1666
Armor Investment Advisors
North Carolina
$0 3 -9 -75%
PAG
1667
Paladin Advisory Group
Iowa
– – – –
IHWM
1668
Iron Horse Wealth Management
Iowa
$0 2 – –
M1FG
1669
Mach-1 Financial Group
Arkansas
– – – –
HWM
1670
Holloway Wealth Management
Florida
– – – –
KFAA
1671
Klaas Financial Asset Advisors
Illinois
– – – –
CFRPA
1672
Castle Financial & Retirement Planning Associates
New Jersey
$0 3 +3 New
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