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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 %
DWM
501
Dakota Wealth Management
Florida
$4.99M +$783K +6,784 +19%
FMWA
502
Forvis Mazars Wealth Advisors
Missouri
$4.97M -$548K -4,754 -10%
BFG
503
Barber Financial Group
Kansas
$4.93M -$1.72M -14,933 -26%
HWA
504
Hillcrest Wealth Advisors
New Jersey
$4.92M -$239K -2,076 -5%
PCWA
505
Pacific Capital Wealth Advisors
California
$4.88M +$987K +8,554 +25%
WA
506
Winfield Associates
Ohio
$4.87M -$538K -4,666 -10%
PIMG
507
Patriot Investment Management Group
Tennessee
$4.84M +$11.2K +97 +0.2%
CWP
508
Capital Wealth Planning
Florida
$4.83M +$4.39M +26,544 +993%
Renaissance Technologies
509
Renaissance Technologies
New York
$4.82M +$4.82M +41,800 New
BAM
510
Baldrige Asset Management
Pennsylvania
$4.79M +$216K +1,875 +5%
LOPW
511
Live Oak Private Wealth
North Carolina
$4.78M -$59.7K -518 -1%
RWRC
512
R.W. Roge & Company
New York
$4.77M +$12.4K +107 +0.3%
EP
513
Eudaimonia Partners
Tennessee
$4.77M +$624K +5,407 +15%
JWS
514
Juncture Wealth Strategies
Arizona
$4.75M -$142K -1,226 -3%
DC
515
Davenport & Co
Virginia
$4.73M +$83.6K +725 +2%
SVWAG
516
Sound View Wealth Advisors Group
Georgia
$4.68M +$2.03M +17,575 +76%
AWA
517
Aaron Wealth Advisors
Illinois
$4.67M +$344K +2,410 +8%
TFCP
518
Twin Focus Capital Partners
Massachusetts
$4.66M -$289K -2,508 -6%
CGA
519
Crescent Grove Advisors
Illinois
$4.63M +$1.81M +15,733 +64%
SIAM
520
Sterling Investment Advisors (Missouri)
Missouri
$4.59M +$247K +2,145 +6%
OCM
521
One Capital Management
California
$4.58M -$385K -3,337 -8%
TFA
522
Tobias Financial Advisors
Florida
$4.56M +$2.44M +21,162 +115%
SWRP
523
Summit Wealth & Retirement Planning
California
$4.53M +$59.6K +517 +1%
VAS
524
Valicenti Advisory Services
New York
$4.52M +$632K +5,480 +16%
AL
525
Aspiriant LLC
California
$4.5M -$1.66M -14,418 -27%
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