AGG icon

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 %
SAG
251
Spotlight Asset Group
Illinois
$20.4M 176,462 -78,283 -31%
CWM
252
Chesapeake Wealth Management
Virginia
$20.3M 175,643 -1,484 -0.8%
WT
253
Washington Trust
Rhode Island
$20.2M 175,519 +11,257 +7%
SIM
254
SSI Investment Management
California
$20.2M 175,419 +685 +0.4%
AT
255
Arden Trust
Delaware
$20.1M 174,680 +164,207 +1,568%
GGS
256
Galvin Gaustad & Stein
Arizona
$20.1M 174,663 +4,308 +3%
PFS
257
Prospera Financial Services
Texas
$20.1M 174,049 +16,718 +11%
PL
258
Protective Life
Alabama
$20M 175,490 – –
PA
259
Parkside Advisors
California
$19.7M 170,638 +10,504 +7%
BB
260
Bell Bank
North Dakota
$19.6M 170,284 +4,273 +3%
PJSIMP
261
P.J. Schmidt Investment Management (PJS)
Wisconsin
$19.5M 167,793 -1,701 -1%
VCM
262
Verger Capital Management
North Carolina
$19.4M 168,167 -4,801 -3%
SFP
263
Shepherd Financial Partners
Massachusetts
$19.3M 167,122 +148,130 +780%
PP
264
PDS Planning
Ohio
$19.2M 166,115 +21,653 +15%
Natixis Advisors
265
Natixis Advisors
Massachusetts
$19.1M 165,684 +21,129 +15%
RPWA
266
Regent Peak Wealth Advisors
Georgia
$19M 163,356 +15,362 +10%
GWM
267
Geneos Wealth Management
Colorado
$19M 164,912 -166,061 -50%
CB
268
Commerce Bank
Missouri
$19M 164,441 -31,549 -16%
GVAG
269
Great Valley Advisor Group
Delaware
$18.9M 164,219 +124,887 +318%
APA
270
American Portfolios Advisors
New York
$18.8M 162,906 +4,933 +3%
LNC
271
Lincoln National Corp
Pennsylvania
$18.8M 162,867 +19,009 +13%
G
272
Gainplan
Michigan
$18.7M 162,269 -21,025 -11%
SPIA
273
Strategic Point Investment Advisors
Rhode Island
$18.6M 161,649 -134 -0.1%
WSTAM
274
Wilbanks Smith & Thomas Asset Management
Virginia
$18.5M 160,759 +16,963 +12%
DP
275
DDD Partners
Washington
$18.2M 157,644 -7,979 -5%
9 10
11
12 13