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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
$465M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$8.3B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.63B
4
Jane Street
Jane Street
New York
$347M
5
RJA
Raymond James & Associates
Florida
$3.91B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B
2
Wells Fargo
Wells Fargo
California
$5.58B
3
TAIM
TD Ameritrade Investment Management
Nebraska
$2.07B
4
BlackRock
BlackRock
New York
$3.81B
5
SEIA
Signature Estate & Investment Advisors
California
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
1201
Bank OZK
Arkansas
$286K +$2.99K +26 +1%
TCWM
1202
Total Clarity Wealth Management
Illinois
$285K -$146K -1,269 -34%
AFG
1203
Affinia Financial Group
Massachusetts
$285K -$1.6K -14 -0.6%
RG
1204
Retirement Group
California
$285K – – –
AWM
1205
Avondale Wealth Management
Texas
$284K -$459K -4,000 -62%
BW
1206
Bison Wealth
Georgia
$283K -$103K -901 -27%
HCA
1207
Harbour Capital Advisors
Virginia
$283K -$20.1K -175 -7%
CWM
1208
CCG Wealth Management
California
$283K +$283K +2,468 New
BFA
1209
Beacon Financial Advisory
Ohio
$279K +$22.5K +196 +9%
RWP
1210
RWA Wealth Partners
Massachusetts
$278K -$22.9K -199 -8%
RMDI
1211
R.M. Davis Inc
Maine
$278K +$23.3K +203 +9%
SCM
1212
Spreng Capital Management
Ohio
$277K -$8.6K -75 -3%
CWM
1213
Connecticut Wealth Management
Connecticut
$277K – – –
LC
1214
LCNB Corp
Ohio
$276K -$37.3K -325 -12%
DY
1215
Dowling & Yahnke
California
$274K – – –
LFA
1216
Legacy Financial Advisors
Kentucky
$272K -$3.45K -30 -1%
BCM
1217
Brasada Capital Management
Texas
$272K -$805 -7 -0.3%
BAS
1218
Brown Advisory Securities
Maryland
$269K -$144K -1,250 -35%
WAM
1219
WNY Asset Management
New York
$267K -$23.1K -200 -8%
SFM
1220
Signet Financial Management
New Jersey
$266K +$266K +2,314 New
CPA
1221
Clear Perspective Advisors
Illinois
$265K – – –
SWA
1222
Sax Wealth Advisors
New Jersey
$265K +$459 +4 +0.2%
FMI
1223
F/M Investments
District of Columbia
$264K – – –
CWM
1224
Curi Wealth Management
North Carolina
$264K +$264K +2,307 New
FWP
1225
Falcon Wealth Planning
California
$263K +$263K +2,287 New
47 48
49
50 51