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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.

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
1
Franklin Resources
California
$465M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.63B
4
Jane Street
4
Jane Street
New York
$347M
5
RJA
5
Raymond James & Associates
Florida
$3.91B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.23B
2
Wells Fargo
2
Wells Fargo
California
$5.58B
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$2.07B
4
BlackRock
4
BlackRock
New York
$3.81B
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
Campbell Wealth Management
Virginia
$76.5M 665,911 -105,589 -14%
COCM
102
Charter Oak Capital Management
New Hampshire
$75.9M 660,699 +33,300 +5%
HI
103
Horizon Investments
North Carolina
$75.7M 661,523 -89,404 -12%
AF
104
Alerus Financial
North Dakota
$75.7M 658,879 +67,581 +11%
FCH
105
Freestone Capital Holdings
Washington
$74.8M 651,384 -6,728 -1%
FMC
106
First Merchants Corp
Indiana
$73.4M 639,433 +21,432 +3%
TCM
107
Twele Capital Management
Minnesota
$71.5M 622,352 -15,356 -2%
MIM
108
MetLife Investment Management
New Jersey
$70M 609,200 +80,100 +15%
F
109
F3Logic
Minnesota
$69.2M 602,870 +6,072 +1%
BCWM
110
Bartlett & Co Wealth Management
Ohio
$68.1M 593,373 +20,939 +4%
BC
111
Bartlett & Co
Ohio
$68.1M 593,373 +20,939 +4%
MML Investors Services
112
MML Investors Services
Massachusetts
$67.5M 587,937 +69,972 +14%
PFM
113
Phillips Financial Management
Indiana
$62.8M 547,034 +38,006 +7%
AllianceBernstein
114
AllianceBernstein
Tennessee
$61.8M 538,441 +22,184 +4%
AIP
115
Ameritas Investment Partners
Nebraska
$61.7M 537,445 -31,802 -6%
PCIA
116
Prime Capital Investment Advisors
Kansas
$61.6M 536,124 -12,167 -2%
FBFS
117
First Business Financial Services
Wisconsin
$61.3M 533,830 +9,532 +2%
TC
118
Toews Corporation
New Jersey
$60.3M 525,300 -1,128,727 -68%
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M 523,700 -27,600 -5%
ANB
120
Amarillo National Bank
Texas
$59.7M 520,251 +258,462 +99%
Deutsche Bank
121
Deutsche Bank
Germany
$59.5M 517,987 +499,981 +2,777%
CAAS
122
Capital Asset Advisory Services
Michigan
$59.5M 517,787 +19,285 +4%
CHP
123
Cable Hill Partners
Oregon
$59.3M 516,317 -36,553 -7%
Sumitomo Mitsui Trust Group
124
Sumitomo Mitsui Trust Group
Japan
$58.9M 512,765 – –
CAL
125
Capital Analysts LLC
Pennsylvania
$58.4M 508,913 +27,826 +6%
3 4
5
6 7