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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 %
KIG
926
Kowal Investment Group
Wisconsin
$777K +$317K +2,750 +69%
Bessemer Group
927
Bessemer Group
New Jersey
$772K +$665K +5,769 +624%
MWM
928
Madison Wealth Management
Ohio
$771K -$494K -4,283 -39%
BEI
929
Benjamin Edwards Inc
Missouri
$771K +$771K +6,685 New
SP
930
Successful Portfolios
Florida
$770K -$14.2K -123 -2%
QC
931
QCM Cayman
Texas
$768K +$319K +2,768 +71%
AWM
932
Accel Wealth Management
Iowa
$767K -$1.93M -16,752 -72%
CWM
933
Cornerstone Wealth Management
Missouri
$766K +$42.1K +365 +6%
WC
934
Whitney & Co
New York
$765K -$131K -1,134 -15%
MCM
935
Maryland Capital Management
Maryland
$765K +$69.5K +603 +10%
GT
936
Greenleaf Trust
Michigan
$760K +$11.3K +98 +2%
DFG
937
Demars Financial Group
Washington
$759K +$169K +1,461 +29%
CFA
938
Carroll Financial Associates
North Carolina
$759K +$332K +2,879 +78%
AA
939
ACT Advisors
North Carolina
$756K – – –
PIA
940
Pinion Investment Advisors
Kansas
$748K +$12.6K +109 +2%
AWM
941
Avondale Wealth Management
Texas
$747K – – –
SCA
942
Stillwater Capital Advisors
Pennsylvania
$744K -$5.19K -45 -0.7%
BCA
943
Bay Colony Advisors
Massachusetts
$741K -$193K -1,678 -21%
WAG
944
Winthrop Advisory Group
Massachusetts
$739K -$46.8K -407 -6%
LIM
945
Leavell Investment Management
Alabama
$731K – – –
BSW
946
Buckingham Strategic Wealth
Missouri
$728K -$124K -1,077 -15%
PA
947
Pinnacle Associates
New York
$725K +$13.3K +115 +2%
PMFA
948
Plante Moran Financial Advisors
Michigan
$721K +$62.1K +539 +9%
LL
949
LPWM LLC
Minnesota
$717K +$7.87K +68 +1%
CTC
950
Central Trust Company
Missouri
$717K +$96.6K +837 +16%
36 37
38
39 40