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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,447 hedge funds and large institutions have $70.6B invested in iShares Core US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 671 increasing their positions, 510 reducing their positions, and 73 closing their positions.

Holders
1,447
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
25.26%
Holding in Top 10
265
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.93%
% of All Funds
4.63%
New
99
Increased
671
Reduced
510
Closed
73
Calls
$123M
Puts
$9.81M
Net Calls
+$113M
Net Calls Change
+$79.9M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$7.87B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.41B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306M
4
RJA
4
Raymond James & Associates
Florida
$3.7B
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$2.29B

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$38.4M
2
Creative Planning
2
Creative Planning
Kansas
$1.83B
3
Ameriprise
3
Ameriprise
Minnesota
$912M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
5
PPA
5
Parametric Portfolio Associates
Washington
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
FCIM
226
Fairview Capital Investment Management
California
$23.8M 206,537 -38,661 -16%
KP
227
Keel Point
Alabama
$23.7M 205,540 -29,227 -12%
EIG
228
Ellenbecker Investment Group
Wisconsin
$23.6M 204,726 -21,696 -10%
SWA
229
Stratos Wealth Advisors
Ohio
$23.5M 204,158 +32,258 +19%
HHGA
230
Halbert Hargrove Global Advisors
California
$23.5M 203,430 +129,455 +175%
FSC
231
Full Sail Capital
Oklahoma
$23.4M 203,066 +22,436 +12%
VA
232
Valmark Advisers
Ohio
$23.3M 202,215 +149,084 +281%
JHCM
233
Juniper Hill Capital Management
California
$23.3M 201,842 – –
SPP
234
Single Point Partners
Massachusetts
$23.2M 201,168 +29,624 +17%
SMM
235
Stadion Money Management
Georgia
$23.2M 200,843 -7,800 -4%
AA
236
Alesco Advisors
New York
$23.1M 199,858 +5,262 +3%
TA
237
Tectonic Advisors
Texas
$22.9M 198,983 +49,800 +33%
CFB
238
Cullen/Frost Bankers
Texas
$22.8M 197,788 +10,311 +5%
EGA
239
E&G Advisors
Texas
– – -198,228 Closed
SHGA
240
Sand Hill Global Advisors
California
$22.6M 196,342 -26,060 -12%
WB
241
Webster Bank
Connecticut
$22.4M 194,111 +4,289 +2%
SWM
242
Shakespeare Wealth Management
Wisconsin
$22.3M 192,351 +16,057 +9%
Millennium Management
243
Millennium Management
New York
$21.9M 190,017 +87,349 +85%
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$21.8M 189,292 +189,292 New
CFGS
245
Concourse Financial Group Securities
Alabama
$21.7M 188,027 +7,083 +4%
SCP
246
Stamos Capital Partners
California
$21.5M 186,400 +8,800 +5%
FHC
247
Fort Henry Capital
West Virginia
$21.3M 184,658 +13,640 +8%
NAM
248
NorthCoast Asset Management
Connecticut
$21.1M 183,289 +2,132 +1%
TCPWM
249
Traverso Chambers Private Wealth Management
California
$20.8M 180,121 +11,161 +7%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$20.5M 177,395 -27,814 -14%
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