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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 %
PWM
276
Pacific Wealth Management
California
$18.1M 157,568 +1,594 +1%
WIC
277
Whitegate Investment Counselors
New Hampshire
$18.1M 157,252 +4,949 +3%
ACA
278
Affinity Capital Advisors
California
$17.8M 155,248 +11,409 +8%
HTC
279
Haverford Trust Company
Pennsylvania
$17.8M 154,697 -332 -0.2%
IWC
280
Integrated Wealth Concepts
Massachusetts
$17.7M 153,912 -61,952 -29%
SG
281
StoneX Group
New York
$17.6M 153,681 +3,684 +2%
RCG
282
Rock Creek Group
District of Columbia
$17.6M 152,874 – –
LFS
283
Legacy Financial Strategies
Kansas
$17.3M 151,049 +1,167 +0.8%
DT
284
Diversified Trust
Tennessee
$17.2M 150,213 +103,255 +220%
VCM
285
Verger Capital Management
North Carolina
$17.1M 148,777 -19,390 -12%
ISWM
286
Independent Solutions Wealth Management
New York
$17M 148,085 -9,320 -6%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$17M 147,950 +5,224 +4%
BFWA
288
Benchmark Financial Wealth Advisors
Florida
$16.9M 147,181 +8,610 +6%
GLLW
289
Graves Light Lenhart Wealth
Virginia
$16.8M 146,132 +7,992 +6%
HC
290
Hatton Consulting
Arizona
$16.8M 146,026 +7,623 +6%
VOYA Investment Management
291
VOYA Investment Management
Georgia
$16.6M 144,855 +16,613 +13%
BRC
292
BHF RG Capital
Arizona
$16.5M 144,103 +30,277 +27%
LNC
293
Lincoln National Corp
Pennsylvania
$16.5M 143,476 -19,391 -12%
DI
294
Diligent Investors
California
$16.4M 141,783 – –
USCWA
295
U.S. Capital Wealth Advisors
Texas
$16.3M 141,720 +141,720 New
TNBTD
296
Trustmark National Bank Trust Department
Mississippi
$16.2M 140,850 +131,185 +1,357%
FA
297
FC Advisory
Pennsylvania
$16.1M 139,844 -1,429 -1%
BSSFA
298
Baron Silver Stevens Financial Advisors
Florida
$16M 139,100 +41,261 +42%
GPA
299
Guidance Point Advisors
Massachusetts
$15.9M 138,260 +8,082 +6%
SFG
300
Snider Financial Group
Washington
$15.8M 137,913 +41,346 +43%
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