AGG icon

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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.3B 71,915,849 +3,427,158 +5%
Wells Fargo
2
Wells Fargo
California
$5.58B 48,583,043 -3,705,501 -7%
RJA
3
Raymond James & Associates
Florida
$3.91B 34,039,380 +1,985,085 +6%
BlackRock
4
BlackRock
New York
$3.81B 33,145,540 -2,361,701 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.63B 31,609,825 +2,070,649 +7%
Bank of America
6
Bank of America
North Carolina
$2.99B 26,015,525 +849,402 +3%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2.07B 17,512,430 -2,372,089 -12%
MFRM
8
Milliman Financial Risk Management
Illinois
$1.81B 15,748,466 -204,364 -1%
Creative Planning
9
Creative Planning
Kansas
$1.78B 15,520,016 -338,677 -2%
Morgan Stanley
10
Morgan Stanley
New York
$1.7B 14,832,920 +298,066 +2%
US Bancorp
11
US Bancorp
Minnesota
$1.43B 12,458,195 +401,917 +3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.23B 10,691,397 -4,033,707 -27%
UCFA
13
United Capital Financial Advisors
Texas
$989M 8,616,979 +1,007,942 +13%
Ameriprise
14
Ameriprise
Minnesota
$867M 7,535,128 -371,956 -5%
NA
15
NextCapital Advisers
Illinois
$797M 6,944,907 +244,182 +4%
Betterment LLC
16
Betterment LLC
New York
$784M 6,829,117 +353,534 +5%
Goldman Sachs
17
Goldman Sachs
New York
$692M 6,028,049 +555,170 +10%
AA
18
Acorns Advisers
California
$685M 5,962,430 +438,582 +8%
WI
19
WealthNavi Inc
Japan
$628M 5,465,564 +702,935 +15%
UBS Group
20
UBS Group
Switzerland
$587M 5,115,162 +15,496 +0.3%
LPL Financial
21
LPL Financial
California
$581M 5,063,934 -194,811 -4%
Charles Schwab
22
Charles Schwab
California
$555M 4,831,691 +540,739 +13%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$548M 4,768,124 +299,725 +7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$540M 4,704,124 +337,995 +8%
Stifel Financial
25
Stifel Financial
Missouri
$518M 4,515,023 +1,282,678 +40%
1
2 3 4 5