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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 %
QC
1451
QCM Cayman
Texas
– – -6,660 Closed
DBT
1452
Dubuque Bank & Trust
Iowa
– – -5,844 Closed
CFIA
1453
Cantor Fitzgerald Investment Advisors
New York
– – -5,785 Closed
TFS
1454
Thoroughbred Financial Services
Tennessee
– – -5,450 Closed
PC
1455
Permanens Capital
New York
– – -5,407 Closed
SFG
1456
SageGuard Financial Group
Tennessee
– – -5,383 Closed
MIA
1457
MainStreet Investment Advisors
Illinois
– – -5,298 Closed
RP
1458
Rice Partnership
Hawaii
– – -5,000 Closed
CRI
1459
Colonial River Investments
Virginia
– – -4,459 Closed
W
1460
Wealthquest
Ohio
– – -3,937 Closed
AP
1461
Advisor Partners
California
– – -3,881 Closed
TCOV
1462
Trust Company of Vermont
Vermont
– – -3,617 Closed
SGCA
1463
Steel Grove Capital Advisors
Tennessee
– – -3,512 Closed
T
1464
TRUADVICE
Florida
– – -3,350 Closed
EC
1465
Estate Counselors
Wisconsin
– – -3,150 Closed
CAM
1466
Claret Asset Management
Quebec, Canada
– – -3,000 Closed
BFM
1467
Boston Financial Management
Massachusetts
– – -2,838 Closed
FEM
1468
Fulcrum Equity Management
Texas
– – -2,794 Closed
CHA
1469
Cooper/Haims Advisors
New York
– – -2,762 Closed
PWAG
1470
Polaris Wealth Advisory Group
California
– – -2,652 Closed
PG
1471
Prostatis Group
Maryland
– – -2,613 Closed
PP
1472
Palladium Partners
Virginia
– – -2,566 Closed
SF
1473
Symphony Financial
Texas
– – -2,528 Closed
AWA
1474
Acorn Wealth Advisors
Michigan
– – -2,264 Closed
BWFA
1475
Baltimore-Washington Financial Advisors
Maryland
– – -2,104 Closed
57 58
59
60 61