AGG icon

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 %
AO
426
Advisor OS
Illinois
$7.07M +$264K +2,286 +4%
RIM
427
Redwood Investment Management
Arizona
$7.06M -$16.6M -143,976 -70%
BRWA
428
B. Riley Wealth Advisors
Florida
$6.96M -$1.11M -9,584 -14%
FMW
429
Farr Miller & Washington
District of Columbia
$6.89M +$377K +3,268 +6%
SHJ
430
Sharkey, Howes & Javer
Colorado
$6.83M -$1.9M -16,450 -22%
AIM
431
Acropolis Investment Management
Missouri
$6.81M +$40.8K +354 +0.6%
ANTB
432
AMG National Trust Bank
Colorado
$6.76M +$41.5K +360 +0.6%
PWW
433
Pettyjohn Wood & White
Virginia
$6.75M -$103K -895 -2%
FA
434
Fiducient Advisors
Illinois
$6.74M +$3.34M +28,934 +98%
MCA
435
Magnolia Capital Advisors
Mississippi
$6.71M +$6.71M +58,208 New
MNBTD
436
Moody National Bank Trust Division
Texas
$6.63M – – –
FNBOO
437
First National Bank of Omaha
Nebraska
$6.62M – – –
WP
438
WealthShield Partners
North Carolina
$6.6M +$4.32M +37,443 +189%
FCT
439
Family Capital Trust
Massachusetts
$6.6M +$239K +2,072 +4%
MIAN
440
Mariner Independent Advisor Network
Kansas
$6.57M +$2.48M +21,516 +61%
ECM
441
Exchange Capital Management
Michigan
$6.57M +$358K +3,102 +6%
HI
442
Hudock Inc
Pennsylvania
$6.5M +$63.3K +549 +1%
TFF
443
The Family Firm
Maryland
$6.49M +$162K +1,405 +3%
ARG
444
Advisory Resource Group
Oklahoma
$6.48M +$6.26M +54,278 +2,886%
CM
445
Columbus Macro
Pennsylvania
$6.43M -$957K -8,299 -13%
SSWM
446
Smith Salley Wealth Management
North Carolina
$6.31M -$4.78M -41,457 -43%
OBWG
447
Onyx Bridge Wealth Group
New York
$6.28M -$9.54M -82,318 -60%
PFA
448
Pure Financial Advisors
California
$6.25M +$157K +1,363 +3%
FWI
449
Facet Wealth Inc
Maryland
$6.2M -$94.7K -821 -2%
FFA
450
First Foundation Advisors
California
$6.17M -$1.12M -9,733 -15%
16 17
18
19 20