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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 %
FA
251
Fountainhead AM
New Jersey
$20.6M 179,350 +34,633 +24%
SIM
252
SSI Investment Management
California
$20.6M 179,305 +3,886 +2%
WT
253
Washington Trust
Rhode Island
$20.5M 178,457 +2,938 +2%
GWM
254
Geneos Wealth Management
Colorado
$20.5M 178,124 +13,212 +8%
GGS
255
Galvin Gaustad & Stein
Arizona
$20.4M 177,499 +2,836 +2%
MSA
256
Mason Street Advisors
Wisconsin
$20.3M 176,400 +56,300 +47%
PFS
257
Prospera Financial Services
Texas
$20.3M 176,316 +2,267 +1%
PL
258
Protective Life
Alabama
$20.2M 175,490 – –
KP
259
Keel Point
Alabama
$20.1M 175,212 -30,328 -15%
PA
260
Parkside Advisors
California
$20.1M 175,181 +4,543 +3%
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$20M 173,910 -15,382 -8%
APA
262
American Portfolios Advisors
New York
$19.9M 173,255 +10,349 +6%
GVAG
263
Great Valley Advisor Group
Delaware
$19.8M 172,122 +7,903 +5%
DP
264
DDD Partners
Washington
$19.7M 171,407 +13,763 +9%
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$19.6M 171,582 +3,789 +2%
FSA
266
Financial Sense Advisors
California
$18.9M 164,708 +8,589 +6%
CWM
267
Chesapeake Wealth Management
Virginia
$18.8M 163,971 -11,672 -7%
AA
268
Alesco Advisors
New York
$18.8M 163,696 -36,162 -18%
SPIA
269
Strategic Point Investment Advisors
Rhode Island
$18.7M 162,975 +1,326 +0.8%
DC
270
Derby & Company
Massachusetts
$18.7M 162,509 +9,621 +6%
FPCP
271
Fort Point Capital Partners
California
$18.6M 162,126 +22,530 +16%
TIA
272
Tiemann Investment Advisors
California
$18.4M 160,316 +10,967 +7%
RPWA
273
Regent Peak Wealth Advisors
Georgia
$18.4M 160,207 -3,149 -2%
WSTAM
274
Wilbanks Smith & Thomas Asset Management
Virginia
$18.4M 160,010 -749 -0.5%
G
275
Gainplan
Michigan
$18.2M 158,315 -3,954 -2%
9 10
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