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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 %
TI
451
tru Independence
Oregon
$6.15M -$3.12M -27,058 -34%
WCM
452
Wunderlich Capital Managemnt
Tennessee
$6.13M -$1.19M -8,885 -16%
CA
453
Calton & Associates
Florida
$6.09M -$1.9M -16,484 -24%
MC
454
Minot Capital
Colorado
$6.07M – – –
GWMIA
455
Global Wealth Management Investment Advisory
Florida
$6.04M +$476K +4,123 +9%
EK
456
Evensky & Katz
Florida
$6.04M +$1.01M +8,758 +20%
VI
457
Vestcor Inc
New Brunswick, Canada
$6M +$6M +52,000 New
SCP
458
Silverleafe Capital Partners
Tennessee
$5.9M -$395K -3,426 -6%
RFO
459
RiverGlades Family Offices
Florida
$5.83M +$53.6K +465 +0.9%
BBVA
460
Banco Bilbao Vizcaya Argentaria
Spain
$5.78M -$639K -5,523 -10%
PWPCM
461
Perella Weinberg Partners Capital Management
New York
$5.74M +$104K +904 +2%
RC
462
RegentAtlantic Capital
New Jersey
$5.71M +$4.59M +39,834 +412%
OWM
463
Orgel Wealth Management
Wisconsin
$5.71M +$111K +959 +2%
RCIM
464
Red Cedar Investment Management
Michigan
$5.67M -$70.8K -614 -1%
Bank Julius Baer & Co
465
Bank Julius Baer & Co
Switzerland
$5.62M +$2.04M +17,679 +57%
CFGF
466
Compass Financial Group (Florida)
Florida
$5.59M -$86.3K -748 -2%
DWA
467
Delos Wealth Advisors
Texas
$5.56M +$5.56M +48,217 New
LWP
468
Lumature Wealth Partners
Georgia
$5.51M +$671K +5,819 +14%
LFS
469
Lutz Financial Services
Nebraska
$5.51M +$802K +6,956 +17%
COF
470
Capital One Financial
Virginia
$5.5M +$234K +2,030 +4%
AAP
471
Arax Advisory Partners
Colorado
$5.48M +$5.48M +47,508 New
DI
472
DAGCO Inc
Ohio
$5.47M -$49.8K -432 -0.9%
OC
473
Oppenheimer & Co
New York
$5.45M +$941K +8,156 +21%
KA
474
Kovack Advisors
Florida
$5.44M -$510K -4,425 -9%
IWP
475
IAG Wealth Partners
Wisconsin
$5.43M -$134K -1,160 -2%
17 18
19
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