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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 %
ISWM
276
Independent Solutions Wealth Management
New York
$18.2M 157,405 -3,663 -2%
ACP
277
Aveo Capital Partners
Colorado
$18.1M 157,361 -32,045 -17%
FSA
278
Financial Sense Advisors
California
$18M 156,119 -1,985 -1%
PWM
279
Pacific Wealth Management
California
$18M 155,974 +1,348 +0.9%
HTC
280
Haverford Trust Company
Pennsylvania
$17.9M 155,029 -243 -0.2%
EIA
281
Edgemoor Investment Advisors
Maryland
$17.8M 154,270 -6,886 -4%
DC
282
Derby & Company
Massachusetts
$17.6M 152,888 +8,464 +6%
RCG
283
Rock Creek Group
District of Columbia
$17.6M 152,874 +152,874 New
WIC
284
Whitegate Investment Counselors
New Hampshire
$17.6M 152,303 +7,750 +5%
CCM
285
Crabel Capital Management
California
$17.5M 151,708 +138,316 +1,033%
SG
286
StoneX Group
New York
$17.3M 149,997 +8,899 +6%
LFS
287
Legacy Financial Strategies
Kansas
$17.3M 149,882 +1,844 +1%
TIA
288
Tiemann Investment Advisors
California
$17.2M 149,349 +18,090 +14%
SWP
289
Stratos Wealth Partners
Ohio
$16.8M 145,665 +837 +0.6%
ACA
290
Affinity Capital Advisors
California
$16.6M 143,839 -837 -0.6%
FA
291
Fountainhead AM
New Jersey
$16.5M 144,717 – –
CIBC World Market
292
CIBC World Market
Ontario, Canada
$16.5M 142,726 +22,533 +19%
DI
293
Diligent Investors
California
$16.4M 141,783 +21,758 +18%
FA
294
FC Advisory
Pennsylvania
$16.3M 141,273 +7,163 +5%
SYBT
295
Stock Yards Bank & Trust
Kentucky
$16.1M 139,685 +6,211 +5%
FPCP
296
Fort Point Capital Partners
California
$16.1M 139,596 -489 -0.3%
BFWA
297
Benchmark Financial Wealth Advisors
Florida
$16M 138,571 +13,176 +11%
HC
298
Hatton Consulting
Arizona
$16M 138,403 +6,905 +5%
GLLW
299
Graves Light Lenhart Wealth
Virginia
$15.9M 138,140 +10,367 +8%
Manulife (Manufacturers Life Insurance)
300
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M 135,419 +11,712 +9%
10 11
12
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