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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 %
BFM
876
Broadview Financial Management
Wisconsin
$1.03M +$2.99K +26 +0.3%
KFC
877
Klingenstein Fields & Co
New York
$1.02M -$344 -3 -0%
PIA
878
Pinion Investment Advisors
Kansas
$1.02M +$279K +2,429 +37%
MOS
879
MGO One Seven
Ohio
$1.02M +$494K +4,309 +94%
GL
880
Graypoint LLC
New York
$1.01M +$728K +6,340 +256%
T
881
TNF
Montana
$1.01M +$1.01M +8,806 New
BC
882
Burney Company
Virginia
$1.01M +$5.4K +47 +0.5%
AIS
883
American Investment Services
Massachusetts
$1.01M +$83.8K +730 +9%
PB
884
Pinnacle Bancorp
Nebraska
$1.01M +$108K +944 +12%
SPA
885
Sentinel Pension Advisors
Massachusetts
$995K -$44.2K -385 -4%
WIA
886
World Investment Advisors
California
$995K +$38.8K +338 +4%
CAN
887
Claraphi Advisory Network
United States
$988K – – –
CFN
888
Cordasco Financial Network
Florida
$988K +$22.9K +199 +2%
PWA
889
Physician Wealth Advisors
Utah
$985K +$15.9K +139 +2%
MIH
890
Meitav Investment House
Israel
$977K -$120K -1,047 -11%
DP
891
Dearborn Partners
Illinois
$965K -$495K -4,316 -34%
HFP
892
Holistic Financial Partners
Indiana
$959K -$11.8K -103 -1%
EVM
893
Eaton Vance Management
Massachusetts
$959K – – –
BIAS
894
Beacon Investment Advisory Services
New Jersey
$957K -$94.7K -825 -9%
1WM
895
1900 Wealth Management
Texas
$956K +$32.6K +284 +4%
H
896
HoyleCohen
California
$949K +$437K +3,808 +85%
LA
897
Latitude Advisors
Florida
$943K +$458K +3,987 +94%
CAM
898
Cidel Asset Management
Ontario, Canada
$936K +$936K +8,149 New
CIR
899
Clear Investment Research
Georgia
$931K +$26K +226 +3%
Wolverine Trading
900
Wolverine Trading
Illinois
$928K +$928K +8,084 New
34 35
36
37 38