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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 %
SB
301
Sunflower Bank
Texas
$15.6M 135,397 -28,419 -17%
Daiwa Securities Group
302
Daiwa Securities Group
Japan
$15.3M 132,500 +132,500 New
CH
303
Canton Hathaway
Rhode Island
$15.1M 131,216 +12,411 +10%
IFA
304
Interactive Financial Advisors
Illinois
$15.1M 130,698 -4,049 -3%
GPA
305
Guidance Point Advisors
Massachusetts
$15M 130,178 +24,946 +24%
MPPLM
306
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15M 129,714 +70,387 +119%
BWCS
307
Beirne Wealth Consulting Services
Connecticut
$14.9M 129,368 +7,001 +6%
NC
308
NewSquare Capital
Pennsylvania
$14.9M 128,765 -850 -0.7%
VOYA Investment Management
309
VOYA Investment Management
Georgia
$14.8M 128,242 -20,876 -14%
CTA
310
Chesley Taft & Associates
Illinois
$14.8M 128,135 -330 -0.3%
STA
311
Summit Trail Advisors
New York
$14.8M 127,950 -8,429 -6%
UR
312
USCA RIA
Texas
$14.7M 127,731 -18,747 -13%
ASN
313
Advisory Services Network
Georgia
$14.7M 127,123 +12,924 +11%
DWM
314
Doyle Wealth Management
Florida
$14.6M 126,929 -115,548 -48%
PIM
315
Penobscot Investment Management
Massachusetts
$14.6M 126,905 -8,875 -7%
AF
316
Arrow Financial
New York
$14.6M 126,690 -11,384 -8%
HW
317
Hancock Whitney
Mississippi
$14.5M 125,977 +4,538 +4%
GAG
318
GM Advisory Group
New York
$14.3M 123,669 +15,431 +14%
WT
319
Whittier Trust
California
$14.2M 123,440 -3,762 -3%
Northern Trust
320
Northern Trust
Illinois
$14.1M 12,215,205 +507,071 +4%
OPS
321
Orion Portfolio Solutions
Nebraska
$13.9M 120,540 -21,865 -15%
MSA
322
Mason Street Advisors
Wisconsin
$13.9M 120,100 +17,500 +17%
BC
323
Burleson & Co
California
$13.7M 118,974 +4,349 +4%
JWM
324
Janiczek Wealth Management
Colorado
$13.6M 118,284 +326 +0.3%
PAS
325
Park Avenue Securities
New York
$13.5M 117,455 +24,951 +27%
11 12
13
14 15