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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 %
TF
26
TIAA FSB
Florida
$494M 4,301,879 +68,588 +2%
Franklin Resources
27
Franklin Resources
California
$465M 4,046,961 +3,554,298 +721%
Osaic Holdings
28
Osaic Holdings
Arizona
$433M 3,771,188 +298,594 +9%
AF
29
Allworth Financial
California
$395M 3,435,552 +145,862 +4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$394M 3,432,711 +30,851 +0.9%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$387M 3,369,413 +459,366 +16%
SG Americas Securities
32
SG Americas Securities
New York
$365M 3,175,737 +894,417 +39%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$354M 3,085,248 -39,509 -1%
Jane Street
34
Jane Street
New York
$347M 3,018,616 +1,995,081 +195%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$344M 2,997,655 +114,321 +4%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$342M 2,967,192 +469,413 +19%
SOMRS
37
State of Michigan Retirement System
Michigan
$335M 2,913,300 – –
AAS
38
Avantax Advisory Services
Texas
$324M 2,822,073 +276,279 +11%
Prudential Financial
39
Prudential Financial
New Jersey
$298M 2,583,890 +298,367 +13%
CS
40
Credit Suisse
Switzerland
$295M 2,570,190 +588,568 +30%
Bank of Nova Scotia
41
Bank of Nova Scotia
Ontario, Canada
$293M 2,555,700 -6,542 -0.3%
Mariner
42
Mariner
Kansas
$260M 2,266,031 +182,899 +9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$260M 2,269,222 +497,049 +28%
VIA
44
Vantagepoint Investment Advisers
District of Columbia
$258M 2,248,871 -502,800 -18%
Truist Financial
45
Truist Financial
North Carolina
$252M 2,193,576 -421,108 -16%
GC
46
Guggenheim Capital
Illinois
$248M 2,162,593 +431,543 +25%
SWM
47
SigFig Wealth Management
California
$233M 2,027,718 -50,376 -2%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$229M 1,996,400 +508,500 +34%
DADC
49
D.A. Davidson & Co
Montana
$224M 1,948,919 +27,817 +1%
BL
50
Balentine LLC
Georgia
$222M 1,930,751 +1,297 +0.1%
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