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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 %
JSAM
801
J. Safra Asset Management
New York
$1.35M +$308K +2,679 +30%
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.35M -$99.7K -868 -7%
FFN
803
Focus Financial Network
Minnesota
$1.35M +$142K +1,240 +12%
S
804
SignatureFD
Georgia
$1.34M -$213K -1,858 -14%
SAM
805
Strategy Asset Managers
California
$1.34M +$344 +3 +0%
SC
806
Solstein Capital
California
$1.34M +$821K +7,147 +159%
WWM
807
Windsor Wealth Management
Indiana
$1.33M +$31.5K +274 +2%
LNWTC
808
Laird Norton Wetherby Trust Company
Washington
$1.32M -$713K -6,216 -35%
KL
809
KWMG LLC
Kansas
$1.31M +$9.19K +80 +0.7%
BSW
810
Buckingham Strategic Wealth
Missouri
$1.3M +$576K +5,014 +79%
CIC
811
Carnegie Investment Counsel
Ohio
$1.28M +$133K +1,155 +12%
GF
812
Gries Financial
Ohio
$1.28M +$1.28M +11,141 New
WP
813
WealthPLAN Partners
Nebraska
$1.28M +$260K +2,268 +26%
BI
814
Berkeley Inc
Idaho
$1.27M -$17.6K -153 -1%
BCM
815
BTC Capital Management
Iowa
$1.27M – – –
MSAGDF
816
Moneda SA Administradora General de Fondos
Chile
$1.26M -$1.91M -16,651 -60%
CC
817
Cadinha & Co
Hawaii
$1.26M -$117K -1,018 -8%
KM
818
Kalos Management
Georgia
$1.26M -$526K -4,571 -29%
PAM
819
Peak Asset Management
Colorado
$1.25M -$16.6K -145 -1%
WWA
820
WC Walker & Associates
California
$1.25M +$55.8K +486 +5%
MFG
821
Merit Financial Group
Georgia
$1.25M -$117K -1,021 -9%
HAC
822
Harbor Advisory Corp
New Hampshire
$1.24M +$17.2K +150 +1%
IFWM
823
Institute for Wealth Management
Colorado
$1.24M +$25.7K +224 +2%
SAS
824
Sanford Advisory Services
Michigan
$1.24M -$14.9K -130 -1%
HHGA
825
Halbert Hargrove Global Advisors
California
$1.23M -$22.1M -192,713 -95%
31 32
33
34 35