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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 %
LNWTC
701
Laird Norton Wetherby Trust Company
Washington
$2.04M -$2.98M -25,875 -59%
CAMG
702
CWA Asset Management Group
Florida
$2.04M +$662K +5,747 +48%
BF
703
Blankinship & Foster
California
$2.03M +$6.23K +54 +0.3%
WCG
704
Weaver Consulting Group
California
$2.03M -$1.31M -11,355 -39%
MP
705
McDonald Partners
Ohio
$2.03M – – –
PA
706
Procyon Advisors
Connecticut
$2.02M +$912K +7,907 +82%
BIA
707
Bigelow Investment Advisors
Maine
$2.01M – – –
BL
708
BFSG LLC
California
$2.01M -$638K -5,534 -24%
SRC
709
Shufro Rose & Co
New York
$2M +$341K +2,956 +21%
PG
710
Patten Group
Tennessee
$2M -$132K -1,141 -6%
PWM
711
PRW Wealth Management
Massachusetts
$2M +$2M +17,323 New
RA
712
RFG Advisory
Alabama
$1.96M -$3.32M -28,799 -63%
WS
713
Wedbush Securities
California
$1.93M +$72.9K +632 +4%
PFM
714
Parsec Financial Management
North Carolina
$1.89M +$52.3K +453 +3%
CFFP
715
Center for Financial Planning
Michigan
$1.89M +$485K +4,210 +35%
AIA
716
Avalon Investment & Advisory
Texas
$1.87M +$238K +2,060 +15%
CAWM
717
Capital Advisors Wealth Management
Washington
$1.86M -$2.5M -21,656 -57%
HIM
718
HawsGoodwin Investment Management
Tennessee
$1.85M +$7.96K +69 +0.4%
NFP
719
Novak Financial Planning
Maryland
$1.85M +$230K +1,996 +14%
FFBTD
720
First Financial Bank - Trust Division
Ohio
$1.82M -$147K -1,271 -7%
GFP
721
Gryphon Financial Partners
Ohio
$1.82M +$540K +4,638 +42%
EIP
722
Ellis Investment Partners
Pennsylvania
$1.81M +$70K +607 +4%
KM
723
Kalos Management
Georgia
$1.79M +$274K +2,368 +18%
NEPWA
724
New England Private Wealth Advisors
Massachusetts
$1.78M +$7.96K +69 +0.4%
BFC
725
Blue Fin Capital
Rhode Island
$1.78M +$66.9K +580 +4%
27 28
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