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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 %
BC
876
Burney Company
Virginia
$1.01M +$75.4K +654 +8%
FHC
877
First Heartland Consultants
Missouri
$995K +$148K +1,283 +17%
CAN
878
Claraphi Advisory Network
United States
$992K -$2.3M -19,947 -70%
PWA
879
Physician Wealth Advisors
Utah
$984K -$74.7K -642 -7%
CAM
880
Cidel Asset Management
Ontario, Canada
$984K -$408K – –
HFP
881
Holistic Financial Partners
Indiana
$975K -$85K -737 -8%
CFN
882
Cordasco Financial Network
Florida
$969K -$36.3K -315 -4%
EVM
883
Eaton Vance Management
Massachusetts
$963K -$26K -225 -3%
WWM
884
Western Wealth Management
Colorado
$962K -$1.28M -11,073 -57%
WIA
885
World Investment Advisors
California
$961K -$271K -2,350 -22%
AIA
886
Alera Investment Advisors
Illinois
$959K +$66.7K +578 +7%
GLA
887
Good Life Advisors
Pennsylvania
$951K -$513K -4,450 -35%
SAMC
888
Spectrum Asset Management (Connecticut)
Connecticut
$941K -$660K -5,723 -41%
PP
889
Patron Partners
Texas
$940K +$548K +4,750 +140%
1WM
890
1900 Wealth Management
Texas
$928K +$67.7K +587 +8%
AIS
891
American Investment Services
Massachusetts
$927K +$14.6K +127 +2%
OA
892
Oxbow Advisors
Texas
$923K -$10.4K -90 -1%
LRPA
893
L. Roy Papp & Associates
Arizona
$922K – – –
CCM
894
Colorado Capital Management
Colorado
$919K -$63.2K -548 -6%
PPW
895
Parcion Private Wealth
Washington
$917K -$293K -2,539 -24%
AF
896
Apexium Financial
Texas
$916K -$69.1K -599 -7%
CIR
897
Clear Investment Research
Georgia
$909K +$13.8K +120 +2%
PB
898
Pinnacle Bancorp
Nebraska
$902K -$27.2K -236 -3%
FCM
899
Firestone Capital Management
Florida
$889K -$122K -1,054 -12%
IA
900
IFS Advisors
Kansas
$888K -$6.8K -59 -0.8%
34 35
36
37 38