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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.

Holders
1,447
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
25.27%
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 Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$206M 1,772,173 +1,340,141 +310%
GC
52
Guggenheim Capital
Illinois
$200M 1,731,050 -263,550 -13%
SEIA
53
Signature Estate & Investment Advisors
California
$194M 1,682,357 +257,174 +18%
TC
54
Toews Corporation
New Jersey
$191M 1,654,027 +1,654,027 New
Members Trust
55
Members Trust
Florida
$190M 1,645,704 +108,070 +7%
DWM
56
Destination Wealth Management
California
$179M 1,554,603 -98,612 -6%
AIMCA
57
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M 1,536,000 -653,400 -30%
NL
58
NEPC LLC
Massachusetts
$176M 1,522,699 +1,454,199 +2,123%
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$172M 1,492,140 +271,368 +22%
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$172M 1,487,900 +798,900 +116%
AWS
61
AJ Wealth Strategies
New York
$170M 1,473,393 +337,465 +30%
Victory Capital Management
62
Victory Capital Management
Texas
$165M 1,434,124 +162,473 +13%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$154M 1,333,191 +69,024 +5%
MGB
64
Mass General Brigham
Massachusetts
$146M 1,265,403 +1,265,403 New
WCM
65
Windham Capital Management
Massachusetts
$146M 1,263,675 +25,280 +2%
Allianz Asset Management
66
Allianz Asset Management
Germany
$143M 1,244,147 – –
Citigroup
67
Citigroup
New York
$142M 1,228,810 +794,141 +183%
SBL
68
Sargent Bickham Lagudis
Colorado
$139M 1,206,399 +14,485 +1%
WCM
69
Wealthcare Capital Management
Virginia
$136M 1,175,993 +144,427 +14%
SFA
70
Sequoia Financial Advisors
Ohio
$134M 1,164,285 +61,343 +6%
KeyBank National Association
71
KeyBank National Association
Ohio
$131M 1,136,434 -81,483 -7%
LS
72
Liquid Strategies
Georgia
$131M 1,131,858 +72,028 +7%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$130M 1,129,190 +29,999 +3%
MA
74
MCF Advisors
Kentucky
$128M 1,108,669 +51,990 +5%
MFM
75
MD Financial Management
Ontario, Canada
$124M 1,092,135 +223,808 +26%
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