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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 %
RC
376
Roundview Capital
New Jersey
$10M +$939K +8,146 +10%
SC
377
Scotia Capital
Ontario, Canada
$9.96M -$1.07M -9,291 -10%
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$9.9M -$109K -943 -1%
M&T Bank
379
M&T Bank
New York
$9.73M +$434K +3,766 +5%
KFP
380
KMG Fiduciary Partners
Ohio
$9.61M +$252K +2,186 +3%
CCT
381
Capital City Trust
Florida
$9.61M +$222K +1,924 +2%
GFG
382
Greystone Financial Group
Michigan
$9.56M -$32.8K -284 -0.3%
PCMC
383
Paragon Capital Management (Colorado)
Colorado
$9.53M +$1.32M +11,444 +16%
FTA
384
Financial & Tax Architects
Missouri
$9.41M -$262K -2,268 -3%
OFS
385
Oldfather Financial Services
Nebraska
$9.4M +$469K +4,066 +5%
HNB
386
Huntington National Bank
Ohio
$9.29M +$9.29M +7,723 New
SFA
387
Source Financial Advisors
New York
$9.21M +$3.08M +26,675 +50%
MWM
388
Mission Wealth Management
California
$9.21M -$1.82M -15,753 -16%
SFG
389
Summit Financial Group
West Virginia
$9.19M -$1M -8,681 -10%
AIM
390
Allen Investment Management
New York
$9.07M – – –
MBTD
391
Mechanics Bank - Trust Department
California
$8.99M +$942K +8,165 +12%
NEIRG
392
New England Investment & Retirement Group
Massachusetts
$8.95M -$640K -5,546 -7%
IWP
393
Innova Wealth Partners
Pennsylvania
$8.75M +$143K +1,237 +2%
RT
394
Rockland Trust
Massachusetts
$8.71M -$62.4K -541 -0.7%
AA
395
Ancora Advisors
Ohio
$8.68M +$431K +3,741 +5%
AFP
396
Ausdal Financial Partners
Iowa
$8.64M +$1.32M +11,440 +18%
CWM
397
Calamos Wealth Management
Illinois
$8.61M -$2.75M -23,858 -24%
A
398
AdvicePeriod
California
$8.6M +$548K +4,751 +7%
CWP
399
Corepath Wealth Partners
Arizona
$8.46M +$733K +6,333 +9%
SAI
400
Systematic Alpha Investments
New Jersey
$8.31M – – –
14 15
16
17 18