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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$465M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.63B
4
Jane Street
4
Jane Street
New York
$347M
5
RJA
5
Raymond James & Associates
Florida
$3.91B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.23B
2
Wells Fargo
2
Wells Fargo
California
$5.58B
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$2.07B
4
BlackRock
4
BlackRock
New York
$3.81B
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
226
Aveo Capital Partners
Colorado
$24.2M 210,367 +53,006 +34%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$24.1M 210,045 +210,045 New
EIG
228
Ellenbecker Investment Group
Wisconsin
$24.1M 209,512 +4,786 +2%
AW
229
Avion Wealth
Texas
$23.9M 207,995 -7,385 -3%
ECG
230
Edge Capital Group
Georgia
$23.6M 205,501 -5,200 -2%
SWA
231
Stratos Wealth Advisors
Ohio
$23.3M 202,857 -1,301 -0.6%
SWM
232
Shakespeare Wealth Management
Wisconsin
$22.9M 198,953 +6,602 +3%
TA
233
Tectonic Advisors
Texas
$22.9M 198,983 – –
Natixis Advisors
234
Natixis Advisors
Massachusetts
$22.6M 197,192 +31,508 +19%
FCIM
235
Fairview Capital Investment Management
California
$22.6M 196,555 -9,982 -5%
PP
236
PDS Planning
Ohio
$22.6M 196,554 +30,439 +18%
MWP
237
Madison Wealth Partners
Wisconsin
$22.5M 195,690 -26,096 -12%
EGA
238
E&G Advisors
Texas
$22.4M 195,120 +195,120 New
WB
239
Webster Bank
Connecticut
$22.4M 194,777 +666 +0.3%
SMM
240
Stadion Money Management
Georgia
$22M 191,537 -9,306 -5%
TCPWM
241
Traverso Chambers Private Wealth Management
California
$21.7M 188,907 +8,786 +5%
SCP
242
Stamos Capital Partners
California
$21.4M 186,400 – –
FHC
243
Fort Henry Capital
West Virginia
$21.3M 185,284 +626 +0.3%
MA
244
Mutual Advisors
Nebraska
$21.3M 185,150 -47,118 -20%
BBVA
245
Banco Bilbao Vizcaya Argentaria
Spain
$21.2M 184,090 +134,106 +268%
NAM
246
NorthCoast Asset Management
Connecticut
$21.2M 184,458 +1,169 +0.6%
CBT
247
Central Bank & Trust
Kentucky
$21M 182,634 -27,793 -13%
SHGA
248
Sand Hill Global Advisors
California
$20.9M 182,414 -13,928 -7%
MWM
249
MTC Wealth Management
Florida
$20.9M 181,711 +181,711 New
RCM
250
Regency Capital Management
Hawaii
$20.8M 181,158 +70,511 +64%
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