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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
Jones Financial Companies
Missouri
$7.87B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.41B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306M
4
RJA
Raymond James & Associates
Florida
$3.7B
5
TAIM
TD Ameritrade Investment Management
Nebraska
$2.29B

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$38.4M
2
Creative Planning
Creative Planning
Kansas
$1.83B
3
Ameriprise
Ameriprise
Minnesota
$912M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
5
PPA
Parametric Portfolio Associates
Washington
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
601
DeDora Capital
California
$3.19M -$45.7K -396 -1%
MSAGDF
602
Moneda SA Administradora General de Fondos
Chile
$3.19M -$1.7M -14,740 -35%
FHA
603
Flagship Harbor Advisors
Massachusetts
$3.15M -$864K -7,492 -22%
CC
604
Cedar Capital
Illinois
$3.15M -$238K -2,062 -7%
SFP
605
Strategic Financial Partners
Oregon
$3.14M +$73.2K +635 +2%
RWB
606
RMR Wealth Builders
New Jersey
$3.14M -$2.59M -22,471 -45%
GBT
607
Grove Bank & Trust
Florida
$3.14M +$6.11K +53 +0.2%
HI
608
Human Investing
Oregon
$3.11M +$290K +2,517 +10%
BFG
609
Baron Financial Group
New Jersey
$3.1M +$554K +4,805 +22%
AIC
610
Ameritas Investment Company
Nebraska
$3.08M -$7.61M -23,382 -71%
TCM
611
Traynor Capital Management
Pennsylvania
$3.08M +$114K +988 +4%
CCM
612
Coldstream Capital Management
Washington
$3.07M +$1.55M +13,449 +102%
NFG
613
Next Financial Group
Texas
$3.06M -$110K -952 -3%
LFAS
614
Level Four Advisory Services
Texas
$3.04M -$426K -3,692 -12%
VC
615
Veracity Capital
Georgia
$3.03M -$3.25M -28,215 -52%
Squarepoint
616
Squarepoint
New York
$3.03M +$591K +5,121 +24%
BS
617
Banco Santander
Spain
$3.03M – – –
UB
618
UMB Bank
Missouri
$3.03M -$52.3K -453 -2%
CIAS
619
Capital Investment Advisory Services
North Carolina
$3.02M +$430K +3,727 +17%
CCFM
620
Clear Creek Financial Management
Washington
$2.98M +$2.98M +25,812 New
CCG
621
Cypress Capital Group
Florida
$2.93M -$444K -3,850 -13%
CMBA
622
C.M. Bidwell & Associates
Hawaii
$2.93M +$165K +1,435 +6%
LWAC
623
Laurel Wealth Advisors (California)
California
$2.92M -$280K -2,423 -9%
KBFS
624
Kohmann Bosshard Financial Services
Ohio
$2.9M -$226K -1,962 -7%
FPW
625
Flagship Private Wealth
Massachusetts
$2.86M +$241K +2,081 +9%
23 24
25
26 27