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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
+$507M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$421M
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
+$261M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$237M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$151M
2
Creative Planning
Creative Planning
Kansas
-$108M
3
Ameriprise
Ameriprise
Minnesota
-$89.6M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$75.4M
5
PPA
Parametric Portfolio Associates
Washington
-$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
751
Ballast Inc
Kentucky
$1.63M +$161K +1,400 +11%
TFS
752
TrustCore Financial Services
Tennessee
$1.62M +$258K +2,233 +19%
TA
753
TrueWealth Advisors
Alabama
$1.61M -$279K -2,417 -15%
FIB
754
First Interstate Bank
Montana
$1.61M +$1.61M +13,923 New
SCA
755
Snowden Capital Advisors
New York
$1.6M -$13.5K -117 -0.8%
GWM
756
GSB Wealth Management
Connecticut
$1.59M -$24.1K -209 -1%
ATC
757
Argent Trust Co
Tennessee
$1.58M -$374K -3,245 -19%
S
758
SignatureFD
Georgia
$1.56M -$188K -1,633 -11%
IIC
759
Integrated Investment Consultants
Michigan
$1.55M +$594K +5,154 +62%
VVP
760
Venture Visionary Partners
Ohio
$1.54M +$241K +2,092 +19%
FT
761
Fiduciary Trust
Massachusetts
$1.54M -$28.8K -250 -2%
FPS
762
Fieldpoint Private Securities
Connecticut
$1.54M – – –
SCM
763
SCS Capital Management
Massachusetts
$1.54M +$4.04K +35 +0.3%
CFG
764
CKW Financial Group
Hawaii
$1.53M +$17.6K +153 +1%
MJB
765
Mark J. Bradley
$1.53M +$68.1K +590 +5%
BCM
766
Bowie Capital Management
Texas
$1.53M -$577K -5,000 -27%
MAM
767
McLean Asset Management
Virginia
$1.53M +$927 +8 +0.1%
IDA
768
Intelligence Driven Advisers
California
$1.53M +$549K +4,759 +56%
ODIJL
769
One Day In July LLC
Vermont
$1.52M +$162K +1,408 +12%
EAMA
770
EFG Asset Management (Americas)
Florida
$1.52M +$12.2K +106 +0.8%
UAS
771
United Asset Strategies
New York
$1.51M +$125K +1,083 +9%
KFAA
772
Klaas Financial Asset Advisors
Illinois
$1.51M +$115K +994 +8%
AP
773
Appleton Partners
Massachusetts
$1.5M -$18.7K -162 -1%
DP
774
Dearborn Partners
Illinois
$1.47M +$1.16M +10,046 +375%
AIA
775
Affinity Investment Advisors
California
$1.47M – – –
29 30
31
32 33