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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 %
ACA
651
Anchor Capital Advisors
Massachusetts
$2.52M -$141K -1,230 -5%
WMA
652
Wealth Management Associates
New Jersey
$2.49M +$120K +1,042 +5%
TFA
653
Tranquilli Financial Advisor
New Jersey
$2.47M -$25.3K -220 -1%
LFAS
654
Level Four Advisory Services
Texas
$2.46M -$569K -4,959 -19%
TC
655
Telemus Capital
Michigan
$2.44M -$242K -2,111 -9%
CST
656
Charles Schwab Trust
Nevada
$2.43M +$160K +1,396 +7%
CPO
657
Cerity Partners OCIO
New York
$2.43M +$64.4K +561 +3%
IFAM
658
Institutional & Family Asset Management
Colorado
$2.42M -$67.9K -591 -3%
WA
659
Wealth Alliance
New York
$2.41M +$329K +2,861 +16%
CAM
660
Chandler Asset Management
California
$2.4M – – –
JIR
661
James Investment Research
Ohio
$2.38M +$229K +1,991 +11%
SFPM
662
Sensible Financial Planning & Management
Massachusetts
$2.37M +$104K +908 +5%
AIA
663
Avalon Investment & Advisory
Texas
$2.35M +$489K +4,255 +26%
SMC
664
Smith, Moore & Co
Missouri
$2.35M +$42.5K +370 +2%
CRCM
665
Corbett Road Capital Management
Virginia
$2.35M +$39.3K +342 +2%
ACP
666
Aviance Capital Partners
Florida
$2.34M +$2.34M +20,397 New
TSW
667
Thompson Siegel & Walmsley
Virginia
$2.32M -$100K -875 -4%
CCT
668
Chemung Canal Trust
New York
$2.31M +$11.5K +100 +0.5%
TLFA
669
True Link Financial Advisors
California
$2.28M +$1.76M +15,288 +334%
SIM
670
Stratos Investment Management
Ohio
$2.27M +$2.27M +19,796 New
WFAG
671
Wescott Financial Advisory Group
Pennsylvania
$2.27M +$38.1K +332 +2%
CW
672
CreativeOne Wealth
Kansas
$2.27M +$120K +1,062 +6%
KPW
673
Kore Private Wealth
New York
$2.27M – – –
BP
674
Ballentine Partners
Massachusetts
$2.26M – – –
EW
675
Evoke Wealth
California
$2.26M – – –
25 26
27
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