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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 %
WA
1476
Wambolt & Associates
Colorado
– – -2,044 Closed
CCM
1477
Chilton Capital Management
Texas
– – -2,030 Closed
TCM
1478
Tuttle Capital Management
Connecticut
– – -2,016 Closed
MFW
1479
Mosaic Family Wealth
Missouri
– – -1,996 Closed
WCG
1480
Wall Capital Group
Arizona
– – -1,902 Closed
SCM
1481
Schnieders Capital Management
California
– – -1,900 Closed
BL
1482
BCWM LLC
Kansas
– – -1,840 Closed
Principal Financial Group
1483
Principal Financial Group
Iowa
– – -1,809 Closed
SCM
1484
Sterneck Capital Management
Missouri
– – -1,807 Closed
ABC
1485
Associated Banc-Corp
Wisconsin
– – -1,795 Closed
DFA
1486
DHJJ Financial Advisors
Illinois
– – -1,769 Closed
KOMWMG
1487
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– – -1,735 Closed
SNT
1488
Security National Trust
West Virginia
– – -1,693 Closed
IA
1489
IAM Advisory
Pennsylvania
– – -1,671 Closed
GCA
1490
Genesee Capital Advisors
New York
– – -1,671 Closed
EPM
1491
Elm Partners Management
Pennsylvania
– – -1,671 Closed
GIA
1492
Goodwin Investment Advisory
Georgia
– – -856 Closed
FFG
1493
Ford Financial Group
California
– – -617 Closed
KPCM
1494
Kings Point Capital Management
New York
– – -600 Closed
CSPIA
1495
Cary Street Partners Investment Advisory
Virginia
– – -592 Closed
PCFFS
1496
Pacific Center for Financial Services
California
– – -432 Closed
ARMC
1497
American Research & Management Company
Massachusetts
– – -325 Closed
FFC
1498
First Financial Corp
Indiana
– – -246 Closed
PSIWM
1499
Paradigm Strategies in Wealth Management
Minnesota
– – -200 Closed
BFO
1500
Biltmore Family Office
North Carolina
– – -192 Closed
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