AGG icon

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 %
SWM
901
Stockman Wealth Management
Montana
$884K -$186K -1,614 -17%
MCM
902
McKinley Capital Management
Alaska
$884K +$624K +5,408 +240%
FUBT
903
First United Bank & Trust
Maryland
$882K -$435K -3,775 -33%
ARC
904
Advisor Resource Council
Texas
$880K +$880K +7,630 New
EW
905
Element Wealth
Mississippi
$878K -$336K -2,913 -28%
GEA
906
Glen Eagle Advisors
New Jersey
$877K -$36K -312 -4%
HIP
907
HUB Investment Partners
Texas
$876K -$1.32M -11,468 -60%
SCM
908
Stordahl Capital Management
Colorado
$870K +$49.4K +428 +6%
JG
909
Jefferies Group
New York
$851K +$306K +2,653 +56%
MPW
910
Monterey Private Wealth
California
$843K -$107K -928 -11%
AIC
911
Argus Investors Counsel
New York
$842K – – –
SAF
912
Smith Anglin Financial
Texas
$839K +$41K +356 +5%
JSL
913
JT Stratford LLC
Georgia
$834K -$8.54K -74 -1%
NA
914
Nottingham Advisors
New York
$834K – – –
FI
915
FormulaFolio Investments
Michigan
$832K -$461 -4 -0.1%
OGF
916
Orin Green Financial
California
$832K +$298K +2,585 +56%
BWAM
917
Boyd Watterson Asset Management
Ohio
$827K +$42.5K +369 +5%
CIA
918
Choate Investment Advisors
Massachusetts
$821K -$173K -1,499 -17%
AWM
919
Affinity Wealth Management
Delaware
$818K +$14.9K +128 +2%
RWM
920
RKL Wealth Management
Pennsylvania
$817K +$51.5K +447 +7%
FWP
921
Firethorn Wealth Partners
Georgia
$810K +$201K +1,740 +33%
CAS
922
Cascadia Advisory Services
Oregon
$806K +$309K +2,678 +62%
FA
923
Fortis Advisors
Pennsylvania
$800K -$2.89M -25,037 -78%
VPIM
924
Vanguard Personalized Indexing Management
California
$798K +$102K +887 +15%
GWAM
925
Guardian Wealth Advisors (Minnesota)
Minnesota
$777K -$51.6K -447 -6%
35 36
37
38 39