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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 %
MWP
151
Meridian Wealth Partners
Pennsylvania
$42.9M 373,526 -100,569 -21%
FHB
152
First Hawaiian Bank
Hawaii
$42.7M 372,130 +18,538 +5%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$41.6M 362,278 -33,780 -9%
Fisher Asset Management
154
Fisher Asset Management
Washington
$41.6M 362,005 +22,564 +7%
DWA
155
Divergent Wealth Advisors
Utah
$41.4M 360,895 +13,439 +4%
BFG
156
Bouchey Financial Group
New York
$40.9M 356,464 +9,801 +3%
RC
157
Rinet Company
Massachusetts
$40.8M 355,670 +67,290 +23%
CFG
158
Compton Financial Group
Maryland
$40.6M 353,733 +10,103 +3%
BAM
159
Brave Asset Management
New Jersey
$40.6M 353,167 +15,813 +5%
AFC
160
Adaptive Financial Consulting
Ohio
$40.1M 349,299 +11,201 +3%
BWM
161
Baystate Wealth Management
Massachusetts
$39.4M 343,480 +9,069 +3%
AFS
162
Amtrust Financial Services
New York
$38.5M 335,560 – –
SPC
163
Sigma Planning Corp
Michigan
$38.2M 332,363 +31,769 +11%
HCM
164
Howard Capital Management
Georgia
$38.2M 332,416 +31,182 +10%
SFA
165
Sequoia Financial Advisors
Ohio
$37.6M 327,629 -836,656 -72%
KAS
166
Kestra Advisory Services
Texas
$37.2M 323,962 +10,379 +3%
AWM
167
Aprio Wealth Management
Georgia
$37.2M 323,722 -4,822 -1%
FHA
168
First Horizon Advisors
Tennessee
$36.9M 321,422 +83,730 +35%
BBA
169
BLB&B Advisors
Pennsylvania
$36.6M 318,707 +15,038 +5%
Boston Partners
170
Boston Partners
Massachusetts
– – – –
RFC
171
Regions Financial Corp
Alabama
$34.3M 298,761 -205,338 -41%
RPG
172
Resource Planning Group
Georgia
$34M 296,309 +6,034 +2%
VC
173
Vicus Capital
Pennsylvania
$33.9M 294,797 -7,821 -3%
GSWM
174
Golden State Wealth Management
California
$33.8M 294,296 +7,506 +3%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$33.7M 293,050 -8,485 -3%
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