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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 %
GIA
551
Gladstone Institutional Advisory
Florida
$4.03M -$1.56M -13,542 -28%
HI
552
Hendershot Investments
Virginia
$3.97M -$220K -1,910 -5%
FA
553
Fermata Advisors
California
$3.97M +$2.09M +18,081 +111%
NEGWA
554
New England Guild Wealth Advisors
Connecticut
$3.96M -$113K -984 -3%
RCAG
555
Rehmann Capital Advisory Group
Michigan
$3.94M -$13.1M -114,557 -77%
DL
556
DOHJ LLC
Washington
$3.94M -$3.25M -28,143 -45%
MWA
557
Motive Wealth Advisors
Michigan
$3.92M +$3.92M +33,975 New
AWM
558
Apollon Wealth Management
South Carolina
$3.92M -$651K -5,644 -14%
NCG
559
Newport Capital Group
New Jersey
$3.89M -$162K -1,404 -4%
FA
560
Fagan Associates
New York
$3.88M +$44.6K +387 +1%
RIA
561
Realta Investment Advisors
Delaware
$3.87M -$106K -923 -3%
AIP
562
Almanack Investment Partners
Pennsylvania
$3.86M +$34.5K +299 +0.9%
BA
563
Ballew Advisors
Mississippi
$3.85M -$3.49M -30,262 -48%
GSIS
564
Global Strategic Investment Solutions
Arizona
$3.82M +$1.47M +12,751 +63%
CAL
565
Capital Advisors Ltd
Ohio
$3.79M -$230K -1,995 -6%
RIA
566
Regal Investment Advisors
Michigan
$3.77M +$3.77M +32,711 New
MLFP
567
MPS Loria Financial Planners
Illinois
$3.77M -$356K -3,089 -9%
RPCA
568
Running Point Capital Advisors
California
$3.73M -$45.6K -395 -1%
AAM
569
Autus Asset Management
Arizona
$3.7M +$117K +1,016 +3%
CWA
570
Clarus Wealth Advisors
Arizona
$3.69M +$778K +6,733 +27%
C
571
Clearshares
New York
$3.66M -$1.2M -10,432 -25%
First Trust Advisors
572
First Trust Advisors
Illinois
$3.65M +$520K +4,511 +17%
CI
573
CX Institutional
Indiana
$3.61M -$287K -2,487 -7%
BFA
574
Beaumont Financial Advisors
Massachusetts
$3.6M -$1.12M -9,703 -24%
CS
575
Comerica Securities
Michigan
$3.6M +$963K +8,351 +37%
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