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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 %
LFF
776
Level Four Financial
Texas
$1.44M +$12.7K +111 +0.9%
AO
777
Advisor OS
Illinois
$1.44M -$5.6M -48,799 -80%
MSWMA
778
Market Street Wealth Management Advisors
Indiana
$1.44M +$25.5K +222 +2%
ASFA
779
All Season Financial Advisors
Colorado
$1.43M +$407K +3,547 +40%
TC
780
Trilogy Capital
California
$1.43M +$115 +1 +0%
CBFP
781
Cedar Brook Financial Partners
Ohio
$1.43M +$97.1K +845 +7%
Vontobel Holding
782
Vontobel Holding
Switzerland
$1.42M +$1.42M +12,400 New
Fiera Capital (Canada)
783
Fiera Capital (Canada)
Quebec, Canada
$1.42M +$247K +2,148 +21%
NWM
784
Northwest Wealth Management
Iowa
$1.41M +$3.1K +27 +0.2%
FH
785
FWG Holdings
Florida
$1.41M +$74.4K +648 +6%
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$1.4M +$715K +6,221 +104%
BCP
787
Blue Chip Partners
Michigan
$1.4M -$459 -4 -0%
GPA
788
Garrison Point Advisors
California
$1.4M +$230 +2 +0%
GA
789
GFS Advisors
Texas
$1.4M +$1.4M +12,147 New
TPWA
790
TRUE Private Wealth Advisors
Oregon
$1.39M -$43.3K -377 -3%
SW
791
StrongBox Wealth
Missouri
$1.39M -$933K -8,125 -40%
OCG
792
Opus Capital Group
Ohio
$1.39M +$40.7K +354 +3%
JIP
793
Jaffetilchin Investment Partners
Florida
$1.38M -$1.09M -9,472 -44%
NEIRG
794
New England Investment & Retirement Group
Massachusetts
$1.38M -$7.54M -65,629 -85%
FIB
795
First Interstate Bank
Montana
$1.38M -$221K -1,921 -14%
SFG
796
SNS Financial Group
Minnesota
$1.38M +$10.3K +90 +0.8%
MWM
797
McNaughton Wealth Management
California
$1.37M -$31.7K -276 -2%
NL
798
Navalign LLC
California
$1.36M -$322K -2,803 -19%
TIM
799
Total Investment Management
Arizona
$1.36M -$20.2K -176 -1%
GA
800
Gateway Advisory
New Jersey
$1.35M +$117K +1,021 +10%
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