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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 %
DT
476
Diversified Trust
Tennessee
$5.42M -$11.5M -99,681 -68%
CAGAS
477
Capital Advisory Group Advisory Services
Minnesota
$5.41M +$540K +4,681 +11%
SA
478
Shilanski & Associates
Alaska
$5.4M -$404K -3,505 -7%
MCM
479
Monument Capital Management
Virginia
$5.4M -$52.9K -459 -1%
Comerica Bank
480
Comerica Bank
Texas
$5.38M -$275K -2,366 -5%
ATC
481
Adirondack Trust Company
New York
$5.37M -$30.3K -263 -0.6%
ISL
482
Ingalls & Snyder LLC
New York
$5.37M -$980K -8,500 -15%
JHCP
483
Jackson Hole Capital Partners
Oklahoma
$5.32M +$145K +1,255 +3%
CPIG
484
Chicago Partners Investment Group
Illinois
$5.31M -$112K -968 -2%
OFG
485
Omega Financial Group
California
$5.31M +$574K +4,980 +12%
Luther King Capital Management (LKCM)
486
Luther King Capital Management (LKCM)
Texas
$5.3M -$5.1M – –
CWA
487
Canvas Wealth Advisors
Kansas
$5.3M +$917K +7,953 +21%
FNBT
488
FineMark National Bank & Trust
Florida
$5.29M +$192K +1,669 +4%
ONB
489
Old National Bancorp
Indiana
$5.27M +$787K +6,828 +18%
ATFA
490
All Terrain Financial Advisors
Minnesota
$5.26M +$912K +7,908 +21%
OAM
491
Oppenheimer Asset Management
New York
$5.24M +$94K +815 +2%
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$5.23M +$541K +4,689 +12%
TCBWMS
493
Texas Capital Bank Wealth Management Services
Texas
$5.18M -$315K -2,733 -6%
1SB
494
1ST Source Bank
Indiana
$5.16M -$1.04K -9 -0%
HIS
495
Harvest Investment Services
Illinois
$5.15M -$1.64M -14,189 -24%
ACM
496
Ashford Capital Management
Delaware
$5.12M +$5.12M +44,373 New
WP
497
Waycross Partners
Kentucky
$5.06M +$396K +3,436 +9%
AIM
498
Astor Investment Management
Illinois
$5.05M +$2.83M +24,508 +127%
FCBT
499
First Citizens Bank & Trust
North Carolina
$5.02M -$1.31M -11,334 -21%
SSW
500
Smith Shellnut Wilson
Mississippi
$5.02M +$115 +1 +0%
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