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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 %
CPIG
526
Chicago Partners Investment Group
Illinois
$4.49M -$744K -6,505 -14%
MCM
527
Monument Capital Management
Virginia
$4.48M -$889K -7,739 -17%
OCM
528
One Capital Management
California
$4.47M -$93.8K -817 -2%
CCP
529
Corient Capital Partners
California
$4.43M -$28.1K -245 -0.6%
FA
530
Flagstar Advisors
New York
$4.42M +$4.42M +38,482 New
KLCM
531
KG&L Capital Management
Louisiana
$4.39M +$103K +896 +2%
HCM
532
Hollencrest Capital Management
California
$4.37M +$175K +1,520 +4%
FCBT
533
First Citizens Bank & Trust
North Carolina
$4.32M -$682K -5,936 -14%
QCM
534
Quest Capital Management
Texas
$4.31M +$179K +1,557 +4%
MM
535
Main Management
California
$4.3M -$43.6K -380 -1%
YIA
536
YHB Investment Advisors
Connecticut
$4.28M -$3.36M -29,289 -44%
BBW
537
Blue Barn Wealth
Utah
$4.26M +$866K +7,541 +26%
CMO
538
Covenant Multifamily Offices
Texas
$4.22M +$75.4K +658 +2%
CA
539
Calton & Associates
Florida
$4.22M -$1.85M -16,090 -30%
TFA
540
Tobias Financial Advisors
Florida
$4.22M -$327K -2,849 -7%
KA
541
Kovack Advisors
Florida
$4.2M -$1.21M -10,565 -22%
AMG
542
Asset Management Group
Connecticut
$4.17M +$14.4K +125 +0.3%
TWM
543
Tolleson Wealth Management
Texas
$4.14M +$36.7K +320 +0.9%
IFS
544
Ifrah Financial Services
Arkansas
$4.13M +$103K +901 +3%
AWM
545
AAF Wealth Management
Massachusetts
$4.12M +$20K +174 +0.5%
RIA
546
Realta Investment Advisors
Delaware
$4.09M +$241K +2,097 +6%
WP
547
WealthSource Partners
California
$4.09M -$152K -1,323 -4%
GRP
548
Global Retirement Partners
California
$4.06M -$298K -2,593 -7%
SC
549
Savant Capital
Illinois
$4.01M -$241K -2,097 -6%
CANC
550
Culbertson A N & Co
Virginia
$3.99M -$26.4K -230 -0.7%
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