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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 %
CCP
526
Corient Capital Partners
California
$4.48M +$40.8K +354 +0.9%
LSPW
527
Lake Street Private Wealth
Illinois
$4.42M -$770K -6,687 -15%
GRP
528
Global Retirement Partners
California
$4.38M +$207K +1,796 +5%
MM
529
Main Management
California
$4.36M +$8.07K +70 +0.2%
HA
530
HYA Advisors
Missouri
$4.36M +$5.07K +44 +0.1%
KLCM
531
KG&L Capital Management
Louisiana
$4.3M +$101K +874 +2%
SIA
532
Soltis Investment Advisors
Utah
$4.29M -$1.15M -9,971 -21%
SC
533
Savant Capital
Illinois
$4.27M +$216K +1,873 +5%
WP
534
WealthSource Partners
California
$4.26M -$401K -3,474 -9%
HCM
535
Hollencrest Capital Management
California
$4.21M -$217K -1,878 -5%
AMG
536
Asset Management Group
Connecticut
$4.18M +$11.5K +100 +0.3%
MW
537
Marcum Wealth
Ohio
$4.17M +$319K +2,764 +8%
CMO
538
Covenant Multifamily Offices
Texas
$4.17M +$276K +2,394 +7%
VFA
539
Voya Financial Advisors
Connecticut
$4.15M -$4.15M -36,006 -50%
QCM
540
Quest Capital Management
Texas
$4.15M +$96.9K +840 +2%
SW
541
SteelPeak Wealth
California
$4.13M +$162K +1,404 +4%
TWM
542
Tolleson Wealth Management
Texas
$4.12M +$337K +2,919 +9%
AWM
543
AAF Wealth Management
Massachusetts
$4.12M +$4.12M +35,718 New
WHG
544
Westwood Holdings Group
Texas
$4.09M -$304K -2,638 -7%
NW
545
NewEdge Wealth
Pennsylvania
$4.08M +$51.1K +443 +1%
LF
546
Lee Financial
Texas
$4.06M -$2.58M -22,397 -39%
IFS
547
Ifrah Financial Services
Arkansas
$4.04M +$155K +1,347 +4%
CAM
548
Cresset Asset Management
Illinois
$4.04M -$598K -5,184 -13%
ACM
549
AlphaStar Capital Management
North Carolina
$4.04M -$201K -1,741 -5%
CANC
550
Culbertson A N & Co
Virginia
$4.04M -$104K -900 -3%
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