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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 %
SWP
776
Strategic Wealth Partners
Ohio
$1.46M +$501K +4,348 +52%
SC
777
Sierra Capital
Florida
$1.46M – – –
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M -$561K -4,866 -28%
MPW
779
MA Private Wealth
California
$1.45M +$78.7K +682 +6%
GP
780
Girard Partners
Pennsylvania
$1.45M +$33.3K +289 +2%
TWA
781
TPB Wealth Advisors
Texas
$1.45M +$298K +2,586 +26%
TC
782
Trilogy Capital
California
$1.44M -$37.5K -324 -3%
TPWA
783
TRUE Private Wealth Advisors
Oregon
$1.44M -$438K -3,804 -23%
AWM
784
Avior Wealth Management
Nebraska
$1.44M +$325K +2,820 +29%
VSWA
785
Vontobel Swiss Wealth Advisors
Switzerland
$1.43M – – –
LFF
786
Level Four Financial
Texas
$1.43M -$187K -1,619 -12%
MSWMA
787
Market Street Wealth Management Advisors
Indiana
$1.42M +$1.18M +10,250 +507%
NWM
788
Northwest Wealth Management
Iowa
$1.41M -$292K -2,532 -17%
HB
789
Homrich & Berg
Georgia
$1.41M -$33.3K -289 -2%
BCP
790
Blue Chip Partners
Michigan
$1.4M -$288K -2,499 -17%
MWM
791
McNaughton Wealth Management
California
$1.4M +$15.7K +136 +1%
GPA
792
Garrison Point Advisors
California
$1.4M -$21.9K -190 -2%
TRCT
793
Tower Research Capital (TRC)
New York
$1.39M +$1.25M +10,817 +872%
OAM
794
Occidental Asset Management
California
$1.39M +$234K +2,032 +20%
TIM
795
Total Investment Management
Arizona
$1.39M -$505K -4,379 -27%
CC
796
Cadinha & Co
Hawaii
$1.38M -$55K -477 -4%
SFG
797
SNS Financial Group
Minnesota
$1.37M -$13.5K -117 -1%
MFG
798
Merit Financial Group
Georgia
$1.37M +$56.5K +490 +4%
SMDAM
799
Sumitomo Mitsui DS Asset Management
Japan
$1.36M +$149K +1,290 +12%
OCG
800
Opus Capital Group
Ohio
$1.35M +$37.5K +325 +3%
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