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.

New
Increased
Maintained
Reduced
Closed
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
Franklin Resources
California
$465M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$8.3B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.63B
4
Jane Street
Jane Street
New York
$347M
5
RJA
Raymond James & Associates
Florida
$3.91B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B
2
Wells Fargo
Wells Fargo
California
$5.58B
3
TAIM
TD Ameritrade Investment Management
Nebraska
$2.07B
4
BlackRock
BlackRock
New York
$3.81B
5
SEIA
Signature Estate & Investment Advisors
California
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
401
Rockland Trust
Massachusetts
$8.65M -$18.1K -158 -0.2%
COI
402
Connable Office Inc
Michigan
$8.56M +$689K +5,996 +9%
SFG
403
Summit Financial Group
West Virginia
$8.51M -$640K -5,576 -7%
ACM
404
AlphaStar Capital Management
North Carolina
$8.4M +$4.4M +38,502 +110%
OWM
405
Orgel Wealth Management
Wisconsin
$8.27M +$2.59M +22,526 +46%
SAI
406
Systematic Alpha Investments
New Jersey
$8.25M – – –
PGWM
407
Parisi Gray Wealth Management
New Jersey
$8.16M -$3.52M -30,600 -30%
BWG
408
Beta Wealth Group
California
$7.98M +$532K +4,633 +7%
PCIG
409
Partners Capital Investment Group
Massachusetts
$7.97M +$7.97M +69,364 New
PCA
410
Peddock Capital Advisors
Massachusetts
$7.9M +$255K +2,217 +3%
MWM
411
Mission Wealth Management
California
$7.87M -$1.29M -11,264 -14%
CWM
412
Calamos Wealth Management
Illinois
$7.85M -$717K -6,241 -8%
MIAN
413
Mariner Independent Advisor Network
Kansas
$7.67M +$1.12M +9,713 +17%
PT
414
Plimoth Trust
Massachusetts
$7.65M +$48.5K +422 +0.6%
BA
415
Bellwether Advisors
Nebraska
$7.61M -$196K -1,710 -3%
EWA
416
EP Wealth Advisors
California
$7.59M -$3.52M -30,693 -32%
OIA
417
OneDigital Investment Advisors
Kansas
$7.58M +$508K +4,420 +7%
FNBOO
418
First National Bank of Omaha
Nebraska
$7.52M +$847K +7,375 +13%
FA
419
Fermata Advisors
California
$7.51M +$3.56M +30,989 +90%
Millennium Management
420
Millennium Management
New York
$7.5M -$14.3M -124,689 -66%
LMIM
421
Lockheed Martin Investment Management
Maryland
$7.46M – – –
SC
422
Scotia Capital
Ontario, Canada
$7.43M -$2.49M -21,663 -25%
WA
423
Waverly Advisors
Alabama
$7.31M +$145K +1,269 +2%
ECM
424
Exchange Capital Management
Michigan
$7.29M +$754K +6,564 +12%
RIM
425
Redwood Investment Management
Arizona
$7.29M +$258K +2,246 +4%
15 16
17
18 19