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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 %
SMDAM
751
Sumitomo Mitsui DS Asset Management
Japan
$1.59M +$233K +2,030 +17%
FT
752
Fiduciary Trust
Massachusetts
$1.58M +$54.4K +474 +4%
RC
753
RegentAtlantic Capital
New Jersey
$1.58M -$4.11M -35,750 -72%
VVP
754
Venture Visionary Partners
Ohio
$1.57M +$64.3K +569 +4%
MJB
755
Mark J. Bradley
$1.56M +$36.7K +320 +2%
RSWM
756
Robertson Stephens Wealth Management
California
$1.55M -$189K -1,646 -11%
PCA
757
Pallas Capital Advisors
Massachusetts
$1.54M -$85.6K -748 -5%
OAM
758
Occidental Asset Management
California
$1.54M +$158K +1,376 +11%
CFG
759
CKW Financial Group
Hawaii
$1.53M – – –
FPS
760
Fieldpoint Private Securities
Connecticut
$1.53M – – –
SFP
761
Sandbox Financial Partners
Maryland
$1.53M +$482K +4,194 +46%
MAM
762
McLean Asset Management
Virginia
$1.52M +$17.8K +156 +1%
ACA
763
Ackerman Capital Advisors
Texas
$1.52M +$1.52M +13,268 New
HB
764
Homrich & Berg
Georgia
$1.51M +$107K +929 +8%
SC
765
Sierra Capital
Florida
$1.5M +$55K +480 +4%
PFP
766
Pinnacle Financial Partners
Tennessee
$1.5M +$265K +2,311 +22%
AWM
767
Avior Wealth Management
Nebraska
$1.49M +$61K +531 +4%
AP
768
Appleton Partners
Massachusetts
$1.48M -$15.8K -138 -1%
EAMA
769
EFG Asset Management (Americas)
Florida
$1.48M -$33.3K -290 -2%
PFGIA
770
Patriot Financial Group Insurance Agency
Massachusetts
$1.48M +$212K +1,849 +17%
Lido Advisors
771
Lido Advisors
California
$1.47M -$246K -2,143 -14%
WFA
772
WestHill Financial Advisors
California
$1.46M +$1.46M +12,733 New
AIA
773
Affinity Investment Advisors
California
$1.46M – – –
TFS
774
TrustCore Financial Services
Tennessee
$1.45M -$155K -1,347 -10%
CAG
775
Csenge Advisory Group
Florida
$1.45M +$171K +1,488 +13%
29 30
31
32 33