AGG icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$215M 1,872,728 -57,579 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
52
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$207M 1,800,000 -850,000 -32%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$192M 1,672,302 +180,162 +12%
Members Trust
54
Members Trust
Florida
$190M 1,656,517 +10,813 +0.7%
AWS
55
AJ Wealth Strategies
New York
$182M 1,581,643 +108,250 +7%
DWM
56
Destination Wealth Management
California
$181M 1,577,656 +23,053 +1%
PPA
57
Parametric Portfolio Associates
Washington
$162M 1,411,517 +532,914 +61%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$158M 1,378,065 +44,874 +3%
Victory Capital Management
59
Victory Capital Management
Texas
$154M 1,340,418 -93,706 -7%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$147M 1,280,799 +151,609 +13%
Allianz Asset Management
61
Allianz Asset Management
Germany
$143M 1,244,147 – –
SBL
62
Sargent Bickham Lagudis
Colorado
$143M 1,242,631 +36,232 +3%
LS
63
Liquid Strategies
Georgia
$142M 1,240,423 +108,565 +10%
Citigroup
64
Citigroup
New York
$135M 1,176,738 -52,072 -4%
DCC
65
Dow Chemical Company
Michigan
$134M 1,165,912 -1,294,000 -53%
MGB
66
Mass General Brigham
Massachusetts
$133M 1,158,777 -106,626 -8%
MFM
67
MD Financial Management
Ontario, Canada
$133M 1,155,717 +63,582 +6%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$133M 1,154,530 +228,155 +25%
MA
69
MCF Advisors
Kentucky
$131M 1,144,734 +36,065 +3%
KeyBank National Association
70
KeyBank National Association
Ohio
$127M 1,108,048 -28,386 -2%
Citadel Advisors
71
Citadel Advisors
Florida
$125M 1,086,918 -695,668 -39%
RA
72
Rational Advisors
New York
$124M 1,076,312 +451,928 +72%
AssetMark Inc
73
AssetMark Inc
California
$122M 1,064,069 +731,384 +220%
CWM
74
Cahaba Wealth Management
Georgia
$119M 1,035,699 +14,602 +1%
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$117M 1,016,633 +35,265 +4%
1 2
3
4 5