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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 %
EFS
1101
Essex Financial Services
Connecticut
$414K -$2.64K -23 -0.6%
DBRC
1102
D.B. Root & Company
Pennsylvania
$413K -$51.5K -449 -11%
RWA
1103
Ropes Wealth Advisors
Massachusetts
$410K +$2.87K +25 +0.7%
TWP
1104
Tempus Wealth Planning
California
$406K -$2.3K -20 -0.6%
RCM
1105
Rain Capital Management
Oregon
$403K -$17.8K -155 -4%
CWA
1106
Centennial Wealth Advisory
Michigan
$402K +$18.3K +159 +5%
WF
1107
Welch & Forbes
Massachusetts
$398K -$4.01K -35 -1%
CAM
1108
Cubic Asset Management
Massachusetts
$397K -$18.7K -163 -5%
PP
1109
Professional Planning
California
$393K +$1.61K +14 +0.4%
BA
1110
Bridgewater Advisors
New York
$390K +$689 +6 +0.2%
NEPPG
1111
New England Professional Planning Group
Rhode Island
$388K – – –
SB
1112
Strategic Blueprint
Georgia
$384K -$319K -2,783 -45%
EA
1113
Emerald Advisors
Washington
$384K +$25K +218 +7%
CCMG
1114
Clark Capital Management Group
Pennsylvania
$383K – – –
FMN
1115
Financial Management Network
California
$382K -$172K -1,498 -31%
CCC
1116
Crescent Capital Consulting
Louisiana
$381K – – –
BRWM
1117
B. Riley Wealth Management
Tennessee
$376K +$376K +3,272 New
AT
1118
Arden Trust
Delaware
$375K -$19.7M -171,414 -98%
WOSD
1119
WFA of San Diego
California
$374K -$3.44K -30 -0.9%
EF
1120
Empirical Finance
Pennsylvania
$374K – – –
AL
1121
ADE LLC
Maryland
$374K – – –
EAM
1122
Evanson Asset Management
California
$372K -$302K -2,617 -45%
TC
1123
Tenret Company
Florida
$372K – – –
PGFC
1124
Peapack-Gladstone Financial Corp
New Jersey
$370K – – –
WWM
1125
WT Wealth Management
Arizona
$370K +$58.6K +510 +19%
43 44
45
46 47