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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 %
AWMG
651
Alliance Wealth Management Group
New Jersey
$2.48M +$1.61M +13,934 +185%
KPWS
652
Kestra Private Wealth Services
Texas
$2.44M -$6.72M -58,275 -73%
TSW
653
Thompson Siegel & Walmsley
Virginia
$2.43M +$17.6K +153 +0.7%
KIM
654
Karpus Investment Management
New York
$2.42M +$2.03M +17,575 +513%
PA
655
PFG Advisors
Arizona
$2.42M -$116K -1,009 -5%
CAM
656
Chandler Asset Management
California
$2.41M – – –
FC
657
FCA Corp
Texas
$2.39M +$203K +1,757 +9%
WMA
658
Wealth Management Associates
New Jersey
$2.39M +$223K +1,932 +10%
BJL
659
Brighton Jones LLC
Washington
$2.38M -$222K -1,929 -9%
CPO
660
Cerity Partners OCIO
New York
$2.37M -$540K -4,686 -19%
CGFA
661
Colton Groome Financial Advisors
North Carolina
$2.37M +$631K +5,470 +36%
AWE
662
Avidian Wealth Enterprises
Texas
$2.36M -$168K -1,455 -7%
MWM
663
Meridian Wealth Management
Kentucky
$2.34M +$98.6K +855 +4%
SW
664
StrongBox Wealth
Missouri
$2.33M -$1.91M -16,549 -45%
CRCM
665
Corbett Road Capital Management
Virginia
$2.32M -$400K -3,469 -15%
SMC
666
Smith, Moore & Co
Missouri
$2.31M -$14.8K -128 -0.6%
CCT
667
Chemung Canal Trust
New York
$2.31M +$2.31M +19,999 New
CST
668
Charles Schwab Trust
Nevada
$2.28M +$70.6K +612 +3%
KPW
669
Kore Private Wealth
New York
$2.28M -$37.5K -325 -2%
BP
670
Ballentine Partners
Massachusetts
$2.27M +$5.54K +48 +0.2%
SFPM
671
Sensible Financial Planning & Management
Massachusetts
$2.27M +$68.2K +591 +3%
EW
672
Evoke Wealth
California
$2.27M -$343K -2,976 -13%
WFAG
673
Wescott Financial Advisory Group
Pennsylvania
$2.26M +$623K +5,348 +38%
ZF
674
Zhang Financial
Michigan
$2.26M -$3.58K -31 -0.2%
CI
675
Cambiar Investors
Colorado
$2.25M – – –
25 26
27
28 29