AGG icon

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 %
LRPA
901
L. Roy Papp & Associates
Arizona
$918K – – –
AF
902
Apexium Financial
Texas
$914K +$1.84K +16 +0.2%
PPW
903
Parcion Private Wealth
Washington
$911K – – –
CWM
904
Cornerstone Wealth Management
Missouri
$911K +$148K +1,290 +19%
IC
905
Inscription Capital
Texas
$911K +$911K +7,932 New
SCM
906
Stordahl Capital Management
Colorado
$890K +$23.8K +207 +3%
FCM
907
Firestone Capital Management
Florida
$889K – – –
CCA
908
Cadent Capital Advisors
Oklahoma
$886K -$195K -1,697 -18%
FUBT
909
First United Bank & Trust
Maryland
$878K -$230 -2 -0%
BWAM
910
Boyd Watterson Asset Management
Ohio
$876K +$52.6K +458 +6%
MCM
911
McKinley Capital Management
Alaska
$875K -$5.52K -48 -0.6%
RWM
912
RKL Wealth Management
Pennsylvania
$869K +$55.8K +486 +7%
GEA
913
Glen Eagle Advisors
New Jersey
$847K -$26.3K -229 -3%
CAS
914
Cascadia Advisory Services
Oregon
$845K +$42.2K +367 +5%
JSL
915
JT Stratford LLC
Georgia
$842K +$12.1K +105 +1%
AIC
916
Argus Investors Counsel
New York
$838K -$230 -2 -0%
NA
917
Nottingham Advisors
New York
$831K – – –
OGF
918
Orin Green Financial
California
$831K +$2.64K +23 +0.3%
FHC
919
First Heartland Consultants
Missouri
$830K -$160K -1,396 -16%
Verition Fund Management
920
Verition Fund Management
Connecticut
$823K +$823K +7,164 New
CIA
921
Choate Investment Advisors
Massachusetts
$817K – – –
CA
922
CGN Advisors
Kansas
$810K +$140K +1,222 +21%
SAM
923
Silvercrest Asset Management
New York
$810K +$810K +7,053 New
SAF
924
Smith Anglin Financial
Texas
$807K -$29.2K -254 -3%
BCPWM
925
Bradley & Co Private Wealth Management
Florida
$796K +$435K +3,791 +121%
35 36
37
38 39