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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 %
FFA
601
First Foundation Advisors
California
$3.23M -$2.91M -25,366 -47%
SAMC
602
Spectrum Asset Management (California)
California
$3.21M -$78K -679 -2%
VFIC
603
Valley Forge Investment Consultants
Pennsylvania
$3.2M +$4.59K +40 +0.1%
IWP
604
IAG Wealth Partners
Wisconsin
$3.18M -$2.22M -19,334 -41%
FF
605
FourThought Financial
Florida
$3.18M +$115 +1 +0%
MWM
606
Meridian Wealth Management
Kentucky
$3.16M +$830K +7,226 +36%
FHA
607
Flagship Harbor Advisors
Massachusetts
$3.15M – – –
CC
608
Cedar Capital
Illinois
$3.15M +$10.4K +91 +0.3%
CGFA
609
Colton Groome Financial Advisors
North Carolina
$3.12M +$753K +6,559 +32%
VFA
610
Voya Financial Advisors
Connecticut
$3.11M -$1.03M -8,969 -25%
UB
611
UMB Bank
Missouri
$3.1M +$87.9K +766 +3%
HAS
612
HBW Advisory Services
California
$3.09M -$107K -929 -3%
VAM
613
Verity Asset Management
North Carolina
$3.07M -$121K -1,055 -4%
CAM
614
Cresset Asset Management
Illinois
$3.07M -$952K -8,289 -24%
FAM
615
Flaharty Asset Management
Florida
$3.04M -$198K -1,724 -6%
DC
616
DeDora Capital
California
$3.04M -$132K -1,149 -4%
PCMK
617
Paragon Capital Management (Kansas)
Kansas
$3.04M -$197K -1,712 -6%
SI
618
Stephens Inc
Arkansas
$3.03M +$304K +2,648 +11%
PWP
619
Personal Wealth Partners
Minnesota
$3.03M -$527K -4,587 -15%
BS
620
Banco Santander
Spain
$3.01M – – –
RFG
621
Range Financial Group
Oregon
$2.97M +$477K +4,153 +19%
KBFS
622
Kohmann Bosshard Financial Services
Ohio
$2.95M +$66.8K +582 +2%
CMBA
623
C.M. Bidwell & Associates
Hawaii
$2.94M +$21.5K +187 +0.7%
KPWS
624
Kestra Private Wealth Services
Texas
$2.92M +$487K +4,242 +20%
AWMG
625
Alliance Wealth Management Group
New Jersey
$2.91M +$448K +3,904 +18%
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25
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