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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 %
BCM
176
Brookstone Capital Management
Illinois
$34.6M 307,437 +46,663 +18%
RFC
177
Regions Financial Corp
Alabama
$34.4M 301,174 +2,413 +0.8%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$34.3M 301,000 +56,062 +23%
SWP
179
Summit Wealth Partners
Florida
$34.3M 300,865 +20,069 +7%
LI
180
LVZ Inc
Michigan
$33.9M 296,889 +8,037 +3%
EPP
181
ETF Portfolio Partners
Kansas
$33.5M 293,978 +1,316 +0.4%
DFC
182
DB Fitzpatrick & Co
Idaho
$33M 288,169 +288,169 New
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$32.8M 287,800 -5,250 -2%
RPG
184
Resource Planning Group
Georgia
$32.8M 287,640 -8,669 -3%
GSWM
185
Golden State Wealth Management
California
$32.7M 286,284 -8,012 -3%
TCM
186
Towercrest Capital Management
Pennsylvania
$32.5M 285,162 +2,900 +1%
MFM
187
Mirsky Financial Management
New York
$32.2M 282,044 -721 -0.3%
AFA
188
Atlas Financial Advisors
California
$31.5M 276,510 +276,510 New
VCM
189
Virtue Capital Management
Tennessee
$31.3M 274,463 +32,245 +13%
PI
190
PFS Investments
Georgia
$31.1M 272,946 -139,160 -34%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$30.4M 266,321 +69,129 +35%
VWA
192
Visionary Wealth Advisors
Illinois
$30.1M 263,701 +6,375 +2%
WANY
193
Wealthspire Advisors (New York)
New York
$30M 262,729 +38,472 +17%
MIM
194
Miller Investment Management
Pennsylvania
$29.6M 259,693 +259,693 New
BOH
195
Bank of Hawaii
Hawaii
$29.6M 259,506 +5,778 +2%
CT
196
Cambridge Trust
Massachusetts
$29.4M 257,532 +3,912 +2%
GA
197
Greenspring Advisors
Maryland
$29.2M 255,576 +255,576 New
CA
198
CoreCap Advisors
Michigan
$29.1M 255,347 +255,347 New
HCA
199
Heck Capital Advisors
Wisconsin
$29M 254,026 +23,937 +10%
PAS
200
Park Avenue Securities
New York
$28.9M 253,250 +116,537 +85%
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