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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 %
IFWM
826
Institute for Wealth Management
Colorado
$1.22M -$18.8K -163 -2%
FFN
827
Focus Financial Network
Minnesota
$1.21M +$85K +737 +8%
PAMG
828
Patton Albertson Miller Group
Tennessee
$1.2M -$581K -5,037 -33%
WWA
829
WC Walker & Associates
California
$1.2M +$229K +1,986 +24%
FC
830
Financial Consulate
Maryland
$1.19M – – –
LPWM
831
Lake Point Wealth Management
Texas
$1.19M +$1.19M +10,321 New
Neuberger Berman Group
832
Neuberger Berman Group
New York
$1.19M -$12.6K -109 -1%
Fiera Capital (Canada)
833
Fiera Capital (Canada)
Quebec, Canada
$1.18M -$710K -6,151 -38%
LFG
834
Larson Financial Group
Missouri
$1.18M +$7.61K +66 +0.6%
JAG
835
Journey Advisory Group
Kentucky
$1.17M -$23.1K -200 -2%
ECM
836
Evergreen Capital Management
Washington
$1.17M -$14.3K -124 -1%
RWP
837
Ridgecrest Wealth Partners
California
$1.17M +$123K +1,068 +12%
MFW
838
Meristem Family Wealth
Minnesota
$1.15M +$1.15M +9,990 New
CIC
839
Carnegie Investment Counsel
Ohio
$1.15M +$167K +1,451 +17%
BOM
840
Bank of Marin
California
$1.15M +$410K +3,557 +56%
SS
841
Simplicity Solutions
Minnesota
$1.15M -$1.08M -9,399 -49%
OPA
842
Old Port Advisors
Maine
$1.14M +$239K +2,067 +27%
ANBT
843
American National Bank & Trust
Texas
$1.13M +$3.81K +33 +0.3%
JPLA
844
Joseph P. Lucia & Associates
New York
$1.13M +$115 +1 +0%
RCP
845
Rothschild Capital Partners
New York
$1.13M -$178K -1,547 -14%
IAIM
846
International Assets Investment Management
Florida
$1.12M -$1.87M -16,208 -62%
TNBTD
847
Trustmark National Bank Trust Department
Mississippi
$1.12M -$18.3K -159 -2%
WAM
848
Wolverine Asset Management
Illinois
$1.11M +$787K +6,827 +244%
CIA
849
Capital Investment Advisors
Georgia
$1.11M -$96.9K -840 -8%
FNBOSM
850
First National Bank of South Miami
Florida
$1.11M +$727K +6,309 +191%
32 33
34
35 36