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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 %
LFS
476
Lutz Financial Services
Nebraska
$5.56M +$81.8K +712 +1%
DC
477
Davenport & Co
Virginia
$5.55M +$836K +7,279 +18%
RCIM
478
Red Cedar Investment Management
Michigan
$5.53M -$113K -980 -2%
FAIM
479
Financial Advocates Investment Management
Washington
$5.49M -$5.64M -50,886 -51%
CFGF
480
Compass Financial Group (Florida)
Florida
$5.49M -$77.6K -676 -1%
NCM
481
New Capital Management
Texas
$5.47M +$5.47M +47,683 New
AAP
482
Arax Advisory Partners
Colorado
$5.45M -$10.7K -93 -0.2%
COF
483
Capital One Financial
Virginia
$5.41M -$62.1K -541 -1%
Comerica Bank
484
Comerica Bank
Texas
$5.36M +$84.1K +737 +2%
CAGAS
485
Capital Advisory Group Advisory Services
Minnesota
$5.36M -$27.8K -242 -0.5%
Luther King Capital Management (LKCM)
486
Luther King Capital Management (LKCM)
Texas
$5.35M -$5.3M – –
DI
487
DAGCO Inc
Ohio
$5.34M -$103K -898 -2%
JHCP
488
Jackson Hole Capital Partners
Oklahoma
$5.33M +$33.3K +290 +0.6%
KIM
489
Karpus Investment Management
New York
$5.32M +$2.91M +25,365 +121%
ISL
490
Ingalls & Snyder LLC
New York
$5.32M -$23K -200 -0.4%
OAM
491
Oppenheimer Asset Management
New York
$5.3M +$79.9K +696 +2%
TCBWMS
492
Texas Capital Bank Wealth Management Services
Texas
$5.28M +$124K +1,081 +2%
JWS
493
Juncture Wealth Strategies
Arizona
$5.27M +$554K +4,827 +12%
CI
494
CX Institutional
Indiana
$5.15M +$1.56M +13,592 +43%
CS
495
Comerica Securities
Michigan
$5.12M +$1.54M +13,429 +43%
DWM
496
Dakota Wealth Management
Florida
$5.06M +$87.5K +762 +2%
DWA
497
Delos Wealth Advisors
Texas
$5.04M -$494K -4,306 -9%
BAM
498
Baldrige Asset Management
Pennsylvania
$5.02M +$250K +2,173 +5%
SSWM
499
Smith Salley Wealth Management
North Carolina
$4.95M -$1.33M -11,568 -21%
FMWA
500
Forvis Mazars Wealth Advisors
Missouri
$4.94M -$15.5K -135 -0.3%
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