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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 %
EIA
376
Eldridge Investment Advisors
New Hampshire
$10.2M 88,887 +18,792 +27%
AWA
377
Arete Wealth Advisors
Illinois
$10.2M 88,469 +15,068 +21%
JGIA
378
Jackson Grant Investment Advisers
Connecticut
$9.97M 86,858 -535 -0.6%
IAN
379
Integrated Advisors Network
Texas
$9.97M 86,796 -14,187 -14%
M&T Bank
380
M&T Bank
New York
$9.74M 84,816 +417 +0.5%
MBTD
381
Mechanics Bank - Trust Department
California
$9.71M 84,533 +6,585 +8%
KFP
382
KMG Fiduciary Partners
Ohio
$9.68M 84,305 +973 +1%
OFS
383
Oldfather Financial Services
Nebraska
$9.48M 82,906 +1,500 +2%
PWPS
384
Pinnacle Wealth Planning Services
Ohio
$9.48M 82,523 -3,334 -4%
GFG
385
Greystone Financial Group
Michigan
$9.47M 82,473 -377 -0.5%
CCT
386
Capital City Trust
Florida
$9.34M 81,354 -1,958 -2%
SAM
387
Sompo Asset Management
Japan
$9.3M 80,966 +51,213 +172%
BAM
388
Belpointe Asset Management
Nevada
$9.27M 80,729 +12,040 +18%
DAS
389
Dynamic Advisor Solutions
Arizona
$9.25M 80,576 +14,133 +21%
SFA
390
Source Financial Advisors
New York
$9.24M 80,430 +597 +0.7%
DW
391
Domani Wealth
Pennsylvania
$9.23M 80,337 -23,706 -23%
AFP
392
Ausdal Financial Partners
Iowa
$9.18M 79,943 +5,019 +7%
FTA
393
Financial & Tax Architects
Missouri
$9.06M 78,893 -2,687 -3%
HNB
394
Huntington National Bank
Ohio
$9.06M 6,417 -1,306 -17%
AIM
395
Allen Investment Management
New York
$9.03M 78,671 – –
TPCW
396
TD Private Client Wealth
New York
$9.03M 78,621 -15,632 -17%
NL
397
NWAM LLC
Washington
$8.76M 76,242 +13,335 +21%
CWP
398
Corepath Wealth Partners
Arizona
$8.75M 76,307 +3,270 +4%
PCMC
399
Paragon Capital Management (Colorado)
Colorado
$8.73M 76,055 -6,606 -8%
9WM
400
9258 Wealth Management
Ohio
$8.67M 75,481 +5,555 +8%
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