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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
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 %
SWPG
576
Strategic Wealth Partners Group
Illinois
$3.66M +$3.66M +31,886 New
MLFP
577
MPS Loria Financial Planners
Illinois
$3.65M -$99.9K -870 -3%
AP
578
Advisors Preferred
Maryland
$3.64M +$432K +3,754 +13%
WWM
579
WJ Wealth Management
Arizona
$3.64M +$3.32M +28,891 +1,053%
CF
580
Clarity Financial
Texas
$3.6M +$2.33M +20,332 +185%
GTAM
581
Global Trust Asset Management
Florida
$3.55M +$1.91M +16,663 +117%
LF
582
Lee Financial
Texas
$3.55M -$500K -4,354 -12%
RTC
583
Riverview Trust Company
Washington
$3.54M – – –
GSIS
584
Global Strategic Investment Solutions
Arizona
$3.52M -$277K -2,408 -7%
VanEck Associates
585
VanEck Associates
New York
$3.51M +$9.3K +81 +0.3%
PVH
586
Psagot Value Holdings
Israel
$3.45M +$861K +7,500 +33%
NFG
587
Next Financial Group
Texas
$3.41M +$366K +3,188 +12%
GBT
588
Grove Bank & Trust
Florida
$3.41M +$283K +2,464 +9%
ST
589
Smithfield Trust
Pennsylvania
$3.38M +$61.7K +537 +2%
WTC
590
WhitTier Trust Company
Nevada
$3.38M -$39.4K -343 -1%
ZF
591
Zhang Financial
Michigan
$3.37M +$1.13M +9,799 +50%
NI
592
NYL Investors
New York
$3.35M +$138K +1,200 +4%
AIC
593
Ameritas Investment Company
Nebraska
$3.32M +$2.23M +19,402 +205%
SW
594
SteelPeak Wealth
California
$3.3M -$811K -7,066 -20%
MA
595
MBA Advisors
Pennsylvania
$3.29M +$296K +2,576 +10%
BB
596
Busey Bank
Illinois
$3.28M +$558K +4,856 +21%
HSA
597
HBK Sorce Advisory
Pennsylvania
$3.27M -$77.9K -678 -2%
VC
598
Veracity Capital
Georgia
$3.27M +$245K +2,137 +8%
BSB
599
Bangor Savings Bank
Maine
$3.25M -$122K -1,062 -4%
ZCM
600
Ziegler Capital Management
Illinois
$3.24M – – –
22 23
24
25 26