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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 %
PA
626
PFG Advisors
Arizona
$2.9M +$498K +4,336 +21%
CCG
627
Cypress Capital Group
Florida
$2.89M -$25.3K -220 -0.9%
APWM
628
Atlas Private Wealth Management
New York
$2.88M +$269K +2,344 +10%
FPW
629
Flagship Private Wealth
Massachusetts
$2.86M +$19.6K +171 +0.7%
SFP
630
Strategic Financial Partners
Oregon
$2.84M -$291K -2,530 -9%
SRC
631
Shufro Rose & Co
New York
$2.83M +$830K +7,230 +42%
AIA
632
Angeles Investment Advisors
California
$2.79M +$2.16M +18,834 +342%
DCM
633
Donaldson Capital Management
Indiana
$2.78M +$171K +1,487 +7%
BFIC
634
Bedell Frazier Investment Counselling
California
$2.78M -$28.7K -250 -1%
SEIA
635
Signature Estate & Investment Advisors
California
$2.75M -$190M -1,658,371 -99%
ML
636
McAdam LLC
Pennsylvania
$2.74M +$19.6K +171 +0.7%
APP
637
Avantax Planning Partners
Iowa
$2.73M -$36.4K -317 -1%
WFA
638
Wells Financial Advisors
Massachusetts
$2.73M +$18.6K +162 +0.7%
SW
639
SVB Wealth
Massachusetts
$2.73M -$95K -828 -3%
TCM
640
Triumph Capital Management
Colorado
$2.73M +$2.73M +23,743 New
PCA
641
Providence Capital Advisors
North Carolina
$2.72M +$68.7K +598 +3%
AWMS
642
Advocacy Wealth Management Services
Georgia
$2.71M -$59.6K -519 -2%
PFG
643
Pacific Financial Group
Washington
$2.71M -$38.9K -339 -1%
FAN
644
Financial Advisors Network
California
$2.69M +$135K +1,183 +5%
FCMT
645
Founders Capital Management (Texas)
Texas
$2.68M +$39.6K +345 +1%
LWAC
646
Laurel Wealth Advisors (California)
California
$2.6M -$306K -2,666 -11%
MWM
647
MorganRosel Wealth Management
Colorado
$2.6M +$115K +1,005 +5%
TCM
648
Traynor Capital Management
Pennsylvania
$2.53M -$533K -4,647 -17%
FC
649
FCA Corp
Texas
$2.52M +$147K +1,277 +6%
FFA
650
Fragasso Financial Advisors
Pennsylvania
$2.52M +$2.07K +18 +0.1%
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