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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.7B 76,253,361 +4,337,512 +6%
Wells Fargo
2
Wells Fargo
California
$5.46B 47,888,597 -694,446 -1%
BlackRock
3
BlackRock
New York
$4.74B 41,572,702 +8,427,162 +25%
RJA
4
Raymond James & Associates
Florida
$4.09B 35,888,631 +1,849,251 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.04B 35,407,324 +3,797,499 +12%
Bank of America
6
Bank of America
North Carolina
$2.99B 26,231,963 +216,438 +0.8%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2.31B 20,290,401 +2,777,971 +16%
Creative Planning
8
Creative Planning
Kansas
$1.78B 15,597,209 +77,193 +0.5%
Morgan Stanley
9
Morgan Stanley
New York
$1.74B 15,219,649 +386,729 +3%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.69B 14,795,659 -952,807 -6%
US Bancorp
11
US Bancorp
Minnesota
$1.47B 12,899,378 +441,183 +4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.3B 11,407,349 +715,952 +7%
UCFA
13
United Capital Financial Advisors
Texas
$1.11B 9,709,672 +1,092,693 +13%
Ameriprise
14
Ameriprise
Minnesota
$932M 8,168,042 +632,914 +8%
Goldman Sachs
15
Goldman Sachs
New York
$872M 7,644,462 +1,616,413 +27%
NA
16
NextCapital Advisers
Illinois
$859M 7,526,568 +581,661 +8%
Betterment LLC
17
Betterment LLC
New York
$821M 7,195,708 +366,591 +5%
Charles Schwab
18
Charles Schwab
California
$818M 7,171,472 +2,339,781 +48%
AA
19
Acorns Advisers
California
$733M 6,427,065 +464,635 +8%
WI
20
WealthNavi Inc
Japan
$686M 6,009,395 +543,831 +10%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$655M 5,741,931 +973,807 +20%
Stifel Financial
22
Stifel Financial
Missouri
$606M 5,312,393 +797,370 +18%
UBS Group
23
UBS Group
Switzerland
$597M 5,236,291 +121,129 +2%
TF
24
TIAA FSB
Florida
$562M 4,931,282 +629,403 +15%
LPL Financial
25
LPL Financial
California
$514M 4,503,082 -560,852 -11%
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