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 %
AWA
1076
Arkadios Wealth Advisors
Georgia
$448K -$69.3K -604 -13%
PCMC
1077
Private Capital Management (Colorado)
Colorado
$445K +$445K +3,877 New
SFG
1078
StrategIQ Financial Group
Indiana
$444K -$32.5K -283 -7%
FNT
1079
First National Trust
Pennsylvania
$444K -$2.3K -20 -0.5%
SRC
1080
Sage Rhino Capital
California
$442K – – –
CC
1081
Courier Capital
New York
$440K – – –
HR
1082
Howe & Rusling
New York
$439K +$229 +2 +0.1%
CA
1083
Clearstead Advisors
Ohio
$438K +$90.4K +788 +26%
MAS
1084
Managed Account Services
Florida
$435K -$5.51K -48 -1%
BHBT
1085
Burke & Herbert Bank & Trust
Virginia
$435K – – –
AFS
1086
Annapolis Financial Services
Maryland
$432K – – –
ARC
1087
Advisor Resource Council
Texas
$430K -$450K -3,903 -51%
MAWCM
1088
Mine & Arao Wealth Creation & Management
California
$430K – – –
BWA
1089
Beam Wealth Advisors
Louisiana
$428K -$107K -930 -20%
BEI
1090
Benjamin Edwards Inc
Missouri
$427K -$341K -2,969 -44%
CC
1091
Cypress Capital
Tennessee
$427K +$427K +3,721 New
DWT
1092
Dorsey & Whitney Trust
South Dakota
$425K +$29.6K +258 +7%
THWM
1093
Taylor Hoffman Wealth Management
Virginia
$424K – – –
OFG
1094
Oxford Financial Group
Indiana
$424K +$20.2K +176 +5%
CFO
1095
CVA Family Office
Colorado
$424K +$45.9K +389 +12%
CWM
1096
Cranbrook Wealth Management
Michigan
$421K – – –
WC
1097
Whitney & Co
New York
$420K -$343K -2,980 -45%
IA
1098
IFS Advisors
Kansas
$419K -$465K -4,054 -53%
CHC
1099
City Holding Co
West Virginia
$417K -$5.74K -50 -1%
FWIA
1100
Fort Washington Investment Advisors
Ohio
$416K +$23.5K +205 +6%
42 43
44
45 46