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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 %
SAM
801
Strategy Asset Managers
California
$1.35M -$75.4K -654 -5%
FH
802
FWG Holdings
Florida
$1.34M +$1.34M +11,604 New
CBFP
803
Cedar Brook Financial Partners
Ohio
$1.33M +$443K +3,845 +50%
NB
804
Northwest Bancshares
Pennsylvania
$1.32M -$302K -2,613 -19%
KL
805
KWMG LLC
Kansas
$1.31M -$19.4K -167 -1%
RWA
806
Redhawk Wealth Advisors
Minnesota
$1.31M -$158K -1,368 -11%
WWM
807
Windsor Wealth Management
Indiana
$1.3M +$15.6K +135 +1%
VWM
808
Vigilare Wealth Management
Arizona
$1.3M -$329K -2,852 -20%
BI
809
Berkeley Inc
Idaho
$1.3M -$17.9K -155 -1%
CAG
810
Csenge Advisory Group
Florida
$1.28M -$801K -6,958 -39%
PAM
811
Peak Asset Management
Colorado
$1.27M -$73.1K -634 -5%
BCM
812
BTC Capital Management
Iowa
$1.27M – – –
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M +$162K +1,408 +15%
CF
814
Clarity Financial
Texas
$1.27M +$220K +1,908 +21%
SAS
815
Sanford Advisory Services
Michigan
$1.26M +$13.5K +117 +1%
MFA
816
Mayflower Financial Advisors
Massachusetts
$1.26M -$81.4K -706 -6%
KW
817
KWB Wealth
California
$1.25M -$39.6K -348 -3%
B
818
Bailard
California
$1.24M -$142K -1,228 -10%
GA
819
Gateway Advisory
New Jersey
$1.24M +$44.3K +384 +4%
SAM
820
Summit Asset Management
Tennessee
$1.24M -$104K -903 -8%
PFP
821
Pinnacle Financial Partners
Tennessee
$1.24M +$113K +978 +10%
PWA
822
Pinnacle Wealth Advisors
Tennessee
$1.24M +$1.24M +10,709 New
HAC
823
Harbor Advisory Corp
New Hampshire
$1.23M – – –
QCIG
824
Quad-Cities Investment Group
Iowa
$1.23M +$29.8K +258 +2%
CP
825
Castleview Partners
Texas
$1.23M +$1.23M +10,628 New
31 32
33
34 35