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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 %
APWA
676
Atlas Private Wealth Advisors
New Jersey
$2.23M -$616K -5,341 -22%
CCM
677
Canal Capital Management
Virginia
$2.21M +$38.3K +332 +2%
State Street
678
State Street
Massachusetts
$2.21M +$8.65K +75 +0.4%
CW
679
CreativeOne Wealth
Kansas
$2.19M +$89.6K +777 +4%
AM
680
Atwater Malick
Pennsylvania
$2.19M +$237K +2,052 +12%
CIBC Asset Management
681
CIBC Asset Management
Ontario, Canada
$2.17M +$231K +2,000 +12%
JIR
682
James Investment Research
Ohio
$2.16M -$528K -4,578 -20%
KWMG
683
King Wealth Management Group
Florida
$2.16M +$104K +902 +5%
FWP
684
FAS Wealth Partners
Kansas
$2.16M -$161K -1,400 -7%
GW
685
GW & Wade
Massachusetts
$2.15M -$24.8K -215 -1%
ERWM
686
Elk River Wealth Management
Colorado
$2.14M +$125K +1,083 +6%
G
687
GenTrust
Florida
$2.14M -$14.3K -124 -0.7%
BWA
688
BDO Wealth Advisors
Florida
$2.13M +$13.5K +117 +0.6%
EW
689
Emerson Wealth
Michigan
$2.13M +$6.04K +333 +0.3%
PCA
690
Personal Capital Advisors
California
$2.12M -$4.88M -42,301 -70%
MWC
691
MKD Wealth Coaches
Michigan
$2.11M -$20.9K -181 -1%
AIA
692
Arbor Investment Advisors
North Carolina
$2.1M +$679K +5,887 +48%
PTC
693
Private Trust Company
Ohio
$2.1M -$77K -668 -4%
WA
694
Wealth Alliance
New York
$2.09M -$245K -2,127 -11%
Deutsche Bank
695
Deutsche Bank
Germany
$2.08M -$42.2K -366 -2%
BFPW
696
BOK Financial Private Wealth
Colorado
$2.07M -$3.23M -28,050 -61%
UWPG
697
Ullmann Wealth Partners Group
Florida
$2.07M +$346 +3 +0%
CCT
698
Country Club Trust
Missouri
$2.06M -$985K -8,550 -32%
PWM
699
Perigon Wealth Management
California
$2.05M -$13.6K -118 -0.7%
CFG
700
Citizens Financial Group
Rhode Island
$2.04M +$146K +1,268 +8%
26 27
28
29 30