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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.

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
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 Holding Trade Value Shares
Change 		Shares
Change %
FMW
426
Farr Miller & Washington
District of Columbia
$7.27M +$414K +3,601 +6%
OFG
427
Omega Financial Group
California
$7.25M +$1.96M +17,090 +37%
MGIA
428
Moneta Group Investment Advisors
Missouri
$7.24M +$120K +1,045 +2%
SP
429
Sarasin & Partners
United Kingdom
$7.23M +$158K +1,374 +2%
ACM
430
Anfield Capital Management
California
$7.2M +$7.2M +62,780 New
VWA
431
V Wealth Advisors
Kansas
$7.19M -$60.2K -524 -0.8%
LW
432
Linscomb Wealth
Texas
$7.18M +$3.1K +27 +0%
GWMIA
433
Global Wealth Management Investment Advisory
Florida
$7.04M +$1.02M +8,919 +17%
ANTB
434
AMG National Trust Bank
Colorado
$7.02M +$292K +2,540 +4%
GC
435
Grimes & Company
Massachusetts
$7M -$229K -1,995 -3%
SIA
436
Sovereign Investment Advisors
Arizona
$6.94M -$344K -2,997 -5%
IA
437
IFP Advisors
Florida
$6.89M -$801K -6,974 -10%
MCA
438
Magnolia Capital Advisors
Mississippi
$6.88M +$197K +1,714 +3%
EEP
439
Edgehill Endowment Partners
Connecticut
$6.86M +$6.86M +59,706 New
MAS
440
Madden Advisory Services
Florida
$6.84M -$714K -6,214 -9%
CCM
441
Crabel Capital Management
California
$6.82M -$10.6M -92,286 -61%
LSAG
442
Lake Street Advisors Group
New Hampshire
$6.78M -$845K -7,359 -11%
FCT
443
Family Capital Trust
Massachusetts
$6.69M +$125K +1,092 +2%
SHJ
444
Sharkey, Howes & Javer
Colorado
$6.65M -$150K -1,302 -2%
EK
445
Evensky & Katz
Florida
$6.64M +$631K +5,498 +11%
TI
446
tru Independence
Oregon
$6.61M +$490K +4,263 +8%
HI
447
Hudock Inc
Pennsylvania
$6.6M +$124K +1,076 +2%
MNBTD
448
Moody National Bank Trust Division
Texas
$6.6M – – –
WAP
449
Wealthcare Advisory Partners
Pennsylvania
$6.58M +$1.37M +11,930 +26%
ATC
450
Adirondack Trust Company
New York
$6.55M +$1.22M +10,626 +23%
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