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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 %
IF
726
Intrua Financial
Texas
$1.77M -$464K -4,017 -21%
QA
727
Quantitative Advantage
Minnesota
$1.77M +$119K +1,031 +7%
RSWM
728
Robertson Stephens Wealth Management
California
$1.74M -$1.43M -12,375 -45%
MA
729
Modus Advisors
Minnesota
$1.74M -$13.3K -115 -0.8%
Retirement Systems of Alabama
730
Retirement Systems of Alabama
Alabama
$1.74M +$175K +1,519 +11%
XF
731
XML Financial
Maryland
$1.74M +$307K +2,660 +21%
SSWM
732
Sheets Smith Wealth Management
North Carolina
$1.74M +$14.9K +129 +0.9%
KF
733
Krilogy Financial
Missouri
$1.73M -$192K -1,666 -10%
Lido Advisors
734
Lido Advisors
California
$1.73M -$606K -5,253 -26%
DTC
735
Davidson Trust Company
Washington
$1.73M +$291K +2,526 +20%
IA
736
IFG Advisory
Georgia
$1.71M -$4.54M -39,392 -73%
WSFS
737
Wilmington Savings Fund Society
Delaware
$1.71M -$98.2K -852 -5%
NL
738
Navalign LLC
California
$1.68M -$2.17M -18,951 -56%
EPWM
739
Essex Private Wealth Management
Massachusetts
$1.68M – – –
CCA
740
Cobblestone Capital Advisors
New York
$1.67M -$149K -1,294 -8%
PCA
741
Pallas Capital Advisors
Massachusetts
$1.66M +$1.66M +14,233 New
UFA
742
US Financial Advisors
Massachusetts
$1.65M -$13.6M -118,258 -89%
ACM
743
AUA Capital Management
Pennsylvania
$1.65M – – –
SHIM
744
Stone House Investment Management
Pennsylvania
$1.64M -$8.65M -75,063 -84%
BMD
745
Better Money Decisions
New Mexico
$1.64M +$113K +983 +7%
GTAM
746
Global Trust Asset Management
Florida
$1.64M +$659K +5,716 +67%
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$1.64M -$549K -4,761 -25%
BFEC
748
Benjamin F. Edwards & Company
Missouri
$1.63M +$1.29M +11,206 +381%
PI
749
PineBridge Investments
New York
$1.63M – – –
MHR
750
Matthew Hamilton Rosenberg
$1.63M -$27.6K -239 -2%
28 29
30
31 32