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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 %
DWA
151
Divergent Wealth Advisors
Utah
$42.8M 375,168 +14,273 +4%
Lazard Asset Management
152
Lazard Asset Management
New York
– – – –
AFC
153
Adaptive Financial Consulting
Ohio
$41.6M 365,045 +15,746 +5%
JHCM
154
Juniper Hill Capital Management
California
$41.5M 363,487 -338,100 -48%
GWM
155
GoalFusion Wealth Management
Texas
$40.9M 359,468 +359,468 New
TC
156
Toews Corporation
New Jersey
$40.6M 355,765 -169,535 -32%
BWM
157
Baystate Wealth Management
Massachusetts
$40.1M 351,615 +8,135 +2%
FPOC
158
Financial Planners of Cleveland
Ohio
$39.8M 352,631 +352,631 New
PAMS
159
Pictet Asset Management (Switzerland)
Switzerland
$39.6M 347,013 -101,060 -23%
WA
160
Wilshire Advisors
California
$39.4M 345,082 +345,082 New
KAS
161
Kestra Advisory Services
Texas
$38.9M 341,142 +17,180 +5%
FHA
162
First Horizon Advisors
Tennessee
$38.8M 340,115 +18,693 +6%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$38.6M 338,400 -185,300 -35%
SPC
164
Sigma Planning Corp
Michigan
$38.3M 335,788 +3,425 +1%
AFS
165
Amtrust Financial Services
New York
$38.3M 335,560 – –
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$37.4M 328,116 -34,162 -9%
FEG
167
Fund Evaluation Group
Ohio
$37.3M 326,590 -75,258 -19%
BBA
168
BLB&B Advisors
Pennsylvania
$37.1M 324,860 +6,153 +2%
AWM
169
Aprio Wealth Management
Georgia
$37M 324,455 +733 +0.2%
AI
170
Atria Investments
North Carolina
$36.2M 316,951 +30,939 +11%
RJT
171
Raymond James Trust
Florida
$36M 315,614 +23,292 +8%
Boston Partners
172
Boston Partners
Massachusetts
– – – –
BF
173
BOK Financial
Oklahoma
$35.1M 307,983 +24,201 +9%
EGWAG
174
Elwood & Goetz Wealth Advisory Group
Georgia
$34.7M 304,193 +16,413 +6%
BFG
175
Bouchey Financial Group
New York
$34.6M 303,404 -53,060 -15%
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