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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 %
DSAM
351
Dock Street Asset Management
Florida
$11.6M 100,349 +6,471 +7%
PFM
352
Peak Financial Management
Massachusetts
$11.5M 100,081 +7,027 +8%
Financial Engines Advisors
353
Financial Engines Advisors
California
$11.5M 99,475 -397 -0.4%
JWCA
354
J.W. Cole Advisors
Florida
$11.4M 98,606 +1,004 +1%
VCA
355
Verdence Capital Advisors
Maryland
$11.4M 98,532 -1,436 -1%
BSSFA
356
Baron Silver Stevens Financial Advisors
Florida
$11.3M 97,839 +70,433 +257%
RWG
357
Regal Wealth Group
California
$11.3M 97,648 +5,743 +6%
SFG
358
Snider Financial Group
Washington
$11.2M 96,567 +96,567 New
SXL
359
Summit X LLC
Missouri
$11.2M 96,854 +8,467 +10%
MLICM
360
Metropolitan Life Insurance Company (MetLife)
New York
$11.2M 96,896 +6,530 +7%
EWA
361
EP Wealth Advisors
California
$11.2M 96,763 +5,934 +7%
FFS
362
Founders Financial Securities
Maryland
$11M 95,744 +4,543 +5%
PFT
363
Providence First Trust
Arizona
$11M 95,621 +9,292 +11%
CL
364
CPWM LLC
Washington
$11M 95,090 -25,320 -21%
TPCW
365
TD Private Client Wealth
New York
$10.9M 94,253 +13,578 +17%
CAG
366
Crestwood Advisors Group
Massachusetts
$10.9M 94,155 +5,500 +6%
SA
367
Sunesis Advisors
Kansas
$10.8M 93,969 +13 +0%
ACS
368
Archford Capital Strategies
Illinois
$10.8M 93,812 +11,816 +14%
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$10.8M 93,580 +4,562 +5%
HFS
370
HBC Financial Services
Washington
$10.6M 91,099 +616 +0.7%
CIP
371
Capital Insight Partners
Arizona
$10.5M 91,297 +6,033 +7%
5L
372
55I LLC
Massachusetts
$10.4M 90,311 +16,666 +23%
MWM
373
Mascoma Wealth Management
New Hampshire
$10.2M 88,504 -5,199 -6%
BPA
374
Beacon Pointe Advisors
California
$10.1M 87,586 -744 -0.8%
JGIA
375
Jackson Grant Investment Advisers
Connecticut
$10.1M 87,393 -4,146 -5%
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