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 %
MWM
1001
Modera Wealth Management
New Jersey
$582K -$48.6K -423 -8%
CQS
1002
Credential Qtrade Securities
$581K -$74.6K -650 -11%
CMP
1003
Courage Miller Partners
Virginia
$574K -$86.7K -755 -13%
BCM
1004
Brookmont Capital Management
Texas
$574K +$115 +1 +0%
FSG
1005
Financial Strategies Group
Michigan
$571K -$32.6K -284 -5%
VCM
1006
Vivaldi Capital Management
Illinois
$567K -$574 -5 -0.1%
WDG
1007
Wealth Dimensions Group
Ohio
$567K +$40.8K +355 +8%
RWA
1008
River Wealth Advisors
Pennsylvania
$565K +$6.66K +58 +1%
NCM
1009
Noesis Capital Mangement
Florida
$564K +$53.2K +463 +10%
AIM
1010
Axiom Investment Management
New York
$562K +$63.4K +552 +13%
FA
1011
Fortis Advisors
Pennsylvania
$552K -$244K -2,124 -31%
NFG
1012
Nations Financial Group
Iowa
$551K +$124K +1,082 +29%
CCM
1013
Colorado Capital Management
Colorado
$548K -$367K -3,199 -40%
B
1014
Bailard
California
$547K -$686K -5,972 -56%
GT
1015
Greenleaf Trust
Michigan
$546K -$210K -1,832 -28%
BA
1016
Bristlecone Advisors
Washington
$543K +$115K +1,005 +27%
RWA
1017
Redhawk Wealth Advisors
Minnesota
$541K -$758K -6,601 -58%
JSA
1018
Jacobson & Schmitt Advisors
Wisconsin
$537K -$1.49K -13 -0.3%
IWMA
1019
Ironwood Wealth Management (Arizona)
Arizona
$531K – – –
LNWWM
1020
Laird Norton Wetherby Wealth Management
California
$531K +$574 +5 +0.1%
TPA
1021
Trivium Point Advisory
Connecticut
$530K +$76.1K +666 +17%
TCA
1022
Transcend Capital Advisors
New Jersey
$526K +$270K +2,358 +105%
CCA
1023
Childress Capital Advisors
Texas
$525K +$38.6K +336 +8%
FOA
1024
Five Oceans Advisors
California
$525K +$525K +4,569 New
WWM
1025
Wolff Wiese Magana
California
$524K -$19.3K -168 -4%
39 40
41
42 43