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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$13.4M +$2.1M +18,171 +18%
KPWG
327
KFA Private Wealth Group
Virginia
$13.4M +$443K +3,837 +3%
BWA
328
BlueSky Wealth Advisors
North Carolina
$13.4M +$1.19M +10,270 +10%
MSFS
329
Main Street Financial Solutions
Pennsylvania
$13.3M -$3M -26,039 -18%
NYLIM
330
New York Life Investment Management
New York
$13.2M -$1.2M -10,387 -8%
HWA
331
Heartwood Wealth Advisors
Virginia
$13.2M +$153K +1,330 +1%
CAM
332
Caprin Asset Management
Virginia
$13.2M +$826K +7,165 +7%
BRC
333
BHF RG Capital
Arizona
$13.1M +$13.1M +113,826 New
IWM
334
IHT Wealth Management
Illinois
$13M -$1.75M -15,172 -12%
BA
335
Ballast Advisors
Minnesota
$12.9M +$1.39M +12,074 +12%
SFS
336
Sowell Financial Services
Arkansas
$12.8M -$2.69M -23,348 -17%
RCM
337
Regency Capital Management
Hawaii
$12.8M +$10M +86,667 +361%
SFA
338
Souders Financial Advisors
Ohio
$12.7M +$11.9M +103,517 +1,474%
FMC
339
Financial Management Concepts
Florida
$12.6M +$8.84M +75,910 +235%
B
340
Barings
North Carolina
$12.5M +$12.5M +108,309 New
MC
341
McMorgan & Co
California
$12.4M +$12.4M +107,465 New
FG
342
Fiduciary Group
Georgia
$12.3M +$2.87M +24,620 +31%
CJA
343
C-J Advisory
California
$12.2M +$618K +5,360 +5%
DW
344
Domani Wealth
Pennsylvania
$12M -$10.5M -90,754 -47%
GCA
345
Greenwood Capital Associates
South Carolina
$11.9M +$947K +8,208 +9%
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$11.8M -$124K -1,078 -1%
BPC
347
Banque Pictet & Cie
Switzerland
$11.7M +$80.7K +700 +0.7%
PGWM
348
Parisi Gray Wealth Management
New Jersey
$11.7M -$168K -1,459 -1%
IAN
349
Integrated Advisors Network
Texas
$11.6M +$2.41M +20,880 +26%
FAIM
350
Financial Advocates Investment Management
Washington
$11.6M +$5.31M +46,015 +85%
12 13
14
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