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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
Jones Financial Companies
Missouri
$7.87B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.41B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306M
4
RJA
Raymond James & Associates
Florida
$3.7B
5
TAIM
TD Ameritrade Investment Management
Nebraska
$2.29B

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$38.4M
2
Creative Planning
Creative Planning
Kansas
$1.83B
3
Ameriprise
Ameriprise
Minnesota
$912M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
5
PPA
Parametric Portfolio Associates
Washington
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
401
Eldridge Investment Advisors
New Hampshire
$8.07M +$50.6K +439 +0.6%
9WM
402
9258 Wealth Management
Ohio
$8.07M +$695K +6,026 +9%
BAM
403
Belpointe Asset Management
Nevada
$7.92M +$3.48M +30,190 +78%
COI
404
Connable Office Inc
Michigan
$7.91M +$108K +940 +1%
BA
405
Bellwether Advisors
Nebraska
$7.84M -$226K -1,962 -3%
PCA
406
Peddock Capital Advisors
Massachusetts
$7.75M +$189K +1,622 +2%
IA
407
IFP Advisors
Florida
$7.71M -$1.13M -9,800 -13%
YIA
408
YHB Investment Advisors
Connecticut
$7.68M -$2.89M -25,099 -27%
LSAG
409
Lake Street Advisors Group
New Hampshire
$7.67M +$38.1K +330 +0.5%
DAS
410
Dynamic Advisor Solutions
Arizona
$7.66M -$632K -5,481 -8%
PT
411
Plimoth Trust
Massachusetts
$7.63M +$69.8K +605 +0.9%
MAS
412
Madden Advisory Services
Florida
$7.59M +$1.27K +11 +0%
LMIM
413
Lockheed Martin Investment Management
Maryland
$7.5M – – –
BWG
414
Beta Wealth Group
California
$7.48M +$241K +2,088 +3%
HWMA
415
Heritage Wealth Management (Arizona)
Arizona
$7.46M +$4.62M +40,022 +163%
SIA
416
Sovereign Investment Advisors
Arizona
$7.31M +$30.7K +266 +0.4%
VWA
417
V Wealth Advisors
Kansas
$7.28M -$1.23M -10,697 -14%
WA
418
Waverly Advisors
Alabama
$7.27M -$1.08M -9,293 -13%
GC
419
Grimes & Company
Massachusetts
$7.26M -$1.84M -15,971 -20%
NL
420
NWAM LLC
Washington
$7.26M +$1.23M +10,664 +20%
LW
421
Linscomb Wealth
Texas
$7.21M +$547K +4,744 +8%
MGIA
422
Moneta Group Investment Advisors
Missouri
$7.15M +$675K +5,851 +10%
SP
423
Sarasin & Partners
United Kingdom
$7.11M -$233K -2,020 -3%
OIA
424
OneDigital Investment Advisors
Kansas
$7.11M +$754K +6,539 +12%
FHC
425
First Horizon Corporation
Tennessee
$7.1M -$569K -4,930 -7%
15 16
17
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