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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 %
PAS
301
Park Avenue Securities
New York
$15.7M 136,713 +19,258 +16%
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M 135,919 +500 +0.4%
IFA
303
Interactive Financial Advisors
Illinois
$15.5M 135,042 +4,344 +3%
SWP
304
Stratos Wealth Partners
Ohio
$15.5M 134,740 -10,925 -8%
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$15.3M 133,200 +700 +0.5%
CH
306
Canton Hathaway
Rhode Island
$15.1M 131,216 – –
EIA
307
Edgemoor Investment Advisors
Maryland
$15M 131,011 -23,259 -15%
SFP
308
Shepherd Financial Partners
Massachusetts
$15M 131,174 -35,948 -22%
CTA
309
Chesley Taft & Associates
Illinois
$15M 130,765 +2,630 +2%
NC
310
NewSquare Capital
Pennsylvania
$14.9M 129,406 +641 +0.5%
MSFS
311
Main Street Financial Solutions
Pennsylvania
$14.8M 128,817 +13,211 +11%
SYBT
312
Stock Yards Bank & Trust
Kentucky
$14.7M 128,425 -11,260 -8%
CB
313
Commerce Bank
Missouri
$14.7M 128,325 -36,116 -22%
BWCS
314
Beirne Wealth Consulting Services
Connecticut
$14.7M 128,233 -1,135 -0.9%
NYLIM
315
New York Life Investment Management
New York
$14.6M 127,352 +12,915 +11%
PWPCM
316
Perella Weinberg Partners Capital Management
New York
$14.5M 126,277 +76,473 +154%
GAG
317
GM Advisory Group
New York
$14.5M 125,897 +2,228 +2%
SAG
318
Spotlight Asset Group
Illinois
$14.3M 124,406 -52,056 -29%
AF
319
Arrow Financial
New York
$14.2M 123,933 -2,757 -2%
SFS
320
Sowell Financial Services
Arkansas
$14.2M 123,911 +12,900 +12%
MPPLM
321
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$14.1M 123,350 -6,364 -5%
CAM
322
Caprin Asset Management
Virginia
$14M 122,002 +7,881 +7%
JWM
323
Janiczek Wealth Management
Colorado
$14M 121,845 +3,561 +3%
WT
324
Whittier Trust
California
$13.7M 119,074 -4,366 -4%
HWA
325
Heartwood Wealth Advisors
Virginia
$13.5M 117,749 +3,473 +3%
11 12
13
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