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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 %
AWM
126
Altavista Wealth Management
North Carolina
$57.9M 503,869 +11,808 +2%
IG
127
ING Group
Netherlands
$57.4M 500,000 +500,000 New
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$56.4M 491,220 +64,429 +15%
ZB
129
Zions Bancorporation
Utah
$56.1M 488,600 +32,158 +7%
RWM
130
Ritholtz Wealth Management
New York
$54.6M 475,838 +37,314 +9%
SL
131
Summitry LLC
California
$53.7M 467,939 +11,973 +3%
JWA
132
JFS Wealth Advisors
Pennsylvania
$53.6M 466,484 +151,095 +48%
SMFG
133
Sumitomo Mitsui Financial Group
Japan
$53.4M 464,987 +27,267 +6%
KWM
134
Kingsview Wealth Management
Oregon
$52.6M 458,055 -8,560 -2%
PAMS
135
Pictet Asset Management (Switzerland)
Switzerland
$51.5M 448,073 +448,073 New
HFS
136
Hantz Financial Services
Michigan
$50.8M 442,236 +19,052 +5%
LPT
137
Legacy Private Trust
Wisconsin
$50.3M 437,793 +56,212 +15%
CG
138
Colony Group
Massachusetts
$49.8M 433,886 +103,631 +31%
CA
139
Cetera Advisors
Colorado
$48M 418,439 +166,867 +66%
TCM
140
TD Capital Management
Tennessee
$48M 418,337 +2,400 +0.6%
LBD
141
Landsberg Bennett & Dubbaneh
Florida
$47.4M 412,473 -16,123 -4%
PI
142
PFS Investments
Georgia
$47.4M 412,106 +19,067 +5%
SWM
143
Spire Wealth Management
Virginia
$46.7M 405,827 +28,118 +7%
FEG
144
Fund Evaluation Group
Ohio
$46.1M 401,848 -114,230 -22%
MAM
145
Madison Asset Management
Wisconsin
$46M 400,539 +154,093 +63%
RhumbLine Advisers
146
RhumbLine Advisers
Massachusetts
$46M 400,333 -16,724 -4%
FBB
147
Fulton Breakefield Broenniman
Maryland
$45.7M 397,637 +5,563 +1%
NA
148
NewEdge Advisors
Louisiana
$45.4M 394,950 +99,900 +34%
Lazard Asset Management
149
Lazard Asset Management
New York
– – – –
CWG
150
Cornerstone Wealth Group
North Carolina
$43.1M 375,599 +74,040 +25%
4 5
6
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