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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 %
PWP
576
Personal Wealth Partners
Minnesota
$3.57M -$1.82M -15,787 -34%
RTC
577
Riverview Trust Company
Washington
$3.56M -$17.6K -153 -0.5%
FWM
578
Frontier Wealth Management
Missouri
$3.55M -$514K -4,457 -13%
VanEck Associates
579
VanEck Associates
New York
$3.52M +$60.8K +527 +2%
GA
580
GoalVest Advisory
New York
$3.49M -$518K -4,494 -13%
SAM
581
Sompo Asset Management
Japan
$3.43M -$18.1K -157 -0.5%
WTC
582
WhitTier Trust Company
Nevada
$3.43M +$1.61M +13,979 +89%
BBW
583
Blue Barn Wealth
Utah
$3.41M +$3.41M +29,539 New
BSB
584
Bangor Savings Bank
Maine
$3.38M -$243K -2,103 -7%
HSA
585
HBK Sorce Advisory
Pennsylvania
$3.36M +$106K +916 +3%
PP
586
Prosperity Planning
Missouri
$3.35M +$3.35M +29,000 New
ST
587
Smithfield Trust
Pennsylvania
$3.33M -$1.53M -13,277 -31%
AF
588
Advisornet Financial
Minnesota
$3.32M -$222K -1,928 -6%
EWA
589
Exencial Wealth Advisors
Oklahoma
$3.31M -$674K -5,841 -17%
SAMC
590
Spectrum Asset Management (California)
California
$3.3M -$1.48M -12,855 -31%
FAM
591
Flaharty Asset Management
Florida
$3.26M -$48.8K -423 -1%
ZCM
592
Ziegler Capital Management
Illinois
$3.26M – – –
PCMK
593
Paragon Capital Management (Kansas)
Kansas
$3.25M -$5.08K -44 -0.2%
NI
594
NYL Investors
New York
$3.23M -$80.7K -700 -2%
HAS
595
HBW Advisory Services
California
$3.21M -$190K -1,645 -6%
AP
596
Advisors Preferred
Maryland
$3.21M -$1.78M -15,487 -36%
FTUS
597
Flow Traders U.S.
New York
$3.21M +$698K +6,050 +28%
VFIC
598
Valley Forge Investment Consultants
Pennsylvania
$3.21M +$12.3K +107 +0.4%
VAM
599
Verity Asset Management
North Carolina
$3.2M +$572K +4,958 +22%
FF
600
FourThought Financial
Florida
$3.19M +$12K +104 +0.4%
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