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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
+$408M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$396M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$238M
4
Jane Street
Jane Street
New York
+$229M
5
RJA
Raymond James & Associates
Florida
+$228M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$463M
2
Wells Fargo
Wells Fargo
California
-$426M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$280M
4
BlackRock
BlackRock
New York
-$271M
5
SEIA
Signature Estate & Investment Advisors
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
726
Personal Capital Advisors
California
$1.77M -$336K -2,929 -16%
FFBTD
727
First Financial Bank - Trust Division
Ohio
$1.76M -$53.7K -468 -3%
SSWM
728
Sheets Smith Wealth Management
North Carolina
$1.76M +$30.2K +263 +2%
PI
729
PineBridge Investments
New York
$1.76M +$138K +1,200 +8%
PTC
730
Private Trust Company
Ohio
$1.76M -$332K -2,893 -16%
1CP
731
1607 Capital Partners
Virginia
$1.76M -$1.07M -9,300 -38%
WCG
732
Weaver Consulting Group
California
$1.75M -$277K -2,417 -14%
Retirement Systems of Alabama
733
Retirement Systems of Alabama
Alabama
$1.74M +$12.5K +109 +0.7%
BF
734
Blankinship & Foster
California
$1.74M -$287K -2,500 -14%
MA
735
Modus Advisors
Minnesota
$1.73M – – –
IF
736
Intrua Financial
Texas
$1.73M -$35K -305 -2%
TA
737
TrueWealth Advisors
Alabama
$1.71M +$115K +998 +7%
DFG
738
Demars Financial Group
Washington
$1.71M +$957K +8,332 +127%
KF
739
Krilogy Financial
Missouri
$1.7M -$23.7K -206 -1%
WSFS
740
Wilmington Savings Fund Society
Delaware
$1.69M -$11.5K -100 -0.7%
EPWM
741
Essex Private Wealth Management
Massachusetts
$1.68M +$13.4K +117 +0.8%
BI
742
Ballast Inc
Kentucky
$1.68M +$62.5K +544 +4%
CAWM
743
Capital Advisors Wealth Management
Washington
$1.67M -$184K -1,598 -10%
CCA
744
Cobblestone Capital Advisors
New York
$1.66M -$344 -3 -0%
SHIM
745
Stone House Investment Management
Pennsylvania
$1.64M – – –
ACM
746
AUA Capital Management
Pennsylvania
$1.64M – – –
SCA
747
Snowden Capital Advisors
New York
$1.61M +$19.1K +166 +1%
AIP
748
Almanack Investment Partners
Pennsylvania
$1.61M -$2.23M -19,443 -58%
JG
749
Jefferies Group
New York
$1.6M +$751K +6,541 +89%
IIC
750
Integrated Investment Consultants
Michigan
$1.59M +$47.1K +410 +3%
28 29
30
31 32