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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 %
MIH
851
Meitav Investment House
Israel
$1.1M +$48K +417 +5%
MAM
852
Marquette Asset Management
Minnesota
$1.1M +$18K +156 +2%
OPCM
853
Osborne Partners Capital Management
California
$1.09M +$1.09M +9,488 New
CCA
854
Cadent Capital Advisors
Oklahoma
$1.09M -$2.18M -18,891 -67%
SS
855
Sunbelt Securities
Texas
$1.08M -$651K -5,614 -38%
AA
856
Advisory Alpha
Michigan
$1.08M -$83.6K -725 -7%
SF
857
Summit Financial
New Jersey
$1.07M +$261K +2,263 +32%
BC
858
Barnett & Company
Tennessee
$1.07M -$4.73M -41,067 -82%
JSAM
859
J. Safra Asset Management
New York
$1.06M +$715K +6,099 +205%
JFG
860
JMG Financial Group
Illinois
$1.06M +$78.2K +678 +8%
NRI
861
NFP Retirement Inc
California
$1.06M -$660K -5,723 -38%
BIAS
862
Beacon Investment Advisory Services
New Jersey
$1.06M +$76.7K +665 +8%
TC
863
TownSquare Capital
Utah
$1.06M -$1.77M -15,299 -63%
DWM
864
Darwin Wealth Management
Florida
$1.05M -$196K -1,699 -16%
SFP
865
Sandbox Financial Partners
Maryland
$1.05M -$240K -2,079 -19%
CA
866
Cambridge Advisors
Nebraska
$1.05M – – –
SPA
867
Sentinel Pension Advisors
Massachusetts
$1.04M -$1.37M -11,901 -57%
BBNA
868
Bremer Bank National Association
Minnesota
$1.04M +$6.81K +59 +0.7%
ASFA
869
All Season Financial Advisors
Colorado
$1.03M +$1.03M +8,935 New
SFS
870
Summit Financial Strategies
Ohio
$1.03M +$185K +1,600 +22%
KFC
871
Klingenstein Fields & Co
New York
$1.03M – – –
BWP
872
Bernardo Wealth Planning
Pennsylvania
$1.03M -$277K -2,407 -21%
BFM
873
Broadview Financial Management
Wisconsin
$1.03M -$75.3K -653 -7%
WP
874
WealthPLAN Partners
Nebraska
$1.03M +$16.8K +145 +2%
KFS
875
Kelly Financial Services
Massachusetts
$1.01M +$1M +115,527 +18,222%
33 34
35
36 37