AGG icon

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 %
QCG
326
Quadrant Capital Group
Ohio
$13.5M 117,293 +678 +0.6%
PIM
327
Penobscot Investment Management
Massachusetts
$13.4M 117,102 -9,803 -8%
BA
328
Ballast Advisors
Minnesota
$13.2M 114,807 +3,250 +3%
BWA
329
BlueSky Wealth Advisors
North Carolina
$13.2M 114,707 -843 -0.7%
KPWG
330
KFA Private Wealth Group
Virginia
$13.2M 114,632 -1,432 -1%
SB
331
Sunflower Bank
Texas
$13.1M 113,844 -21,553 -16%
CJA
332
C-J Advisory
California
$13M 113,323 +7,281 +7%
FG
333
Fiduciary Group
Georgia
$12.9M 112,962 +7,701 +7%
FMC
334
Financial Management Concepts
Florida
$12.9M 112,515 +4,300 +4%
SFA
335
Souders Financial Advisors
Ohio
$12.9M 112,495 +1,954 +2%
BPC
336
Banque Pictet & Cie
Switzerland
$12.9M 112,150 +10,300 +10%
DSAM
337
Dock Street Asset Management
Florida
$12.7M 110,839 +10,490 +10%
OPS
338
Orion Portfolio Solutions
Nebraska
$12.7M 110,196 -10,344 -9%
NL
339
NEPC LLC
Massachusetts
$12.7M 110,169 -1,412,530 -93%
Northern Trust
340
Northern Trust
Illinois
$12.6M 10,947,131 -1,268,074 -10%
STA
341
Summit Trail Advisors
New York
$12.5M 109,058 -18,892 -15%
BC
342
Burleson & Co
California
$12.5M 108,598 -10,376 -9%
B
343
Barings
North Carolina
$12.4M 108,309 – –
FFS
344
Founders Financial Securities
Maryland
$12.4M 107,723 +11,979 +13%
OBWG
345
Onyx Bridge Wealth Group
New York
$12.3M 107,847 +53,664 +99%
CIP
346
Capital Insight Partners
Arizona
$12.1M 105,338 +14,041 +15%
SA
347
Sunesis Advisors
Kansas
$12.1M 105,308 +11,339 +12%
GCA
348
Greenwood Capital Associates
South Carolina
$12.1M 105,288 +2,304 +2%
Financial Engines Advisors
349
Financial Engines Advisors
California
$12M 104,847 +5,372 +5%
DWM
350
Doyle Wealth Management
Florida
$11.9M 103,578 -23,351 -18%
12 13
14
15 16