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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 %
GCA
951
Gradient Capital Advisors
California
$714K -$13K -113 -2%
CAM
952
Crestone Asset Management
Colorado
$714K -$807 -7 -0.1%
FDCDDQ
953
Federation des caisses Desjardins du Quebec
Quebec, Canada
$714K +$610K +5,287 +586%
OWA
954
Outlook Wealth Advisors
Texas
$712K -$1.13M -9,808 -61%
FWA
955
FOCUS Wealth Advisors
Texas
$708K – – –
HWA
956
HHM Wealth Advisors
Tennessee
$708K +$704K +6,107 +17,962%
SB
957
Strategic Blueprint
Georgia
$707K -$203K -1,758 -22%
DFA
958
Delta Financial Advisors
Louisiana
$703K +$23.6K +205 +3%
FF
959
Fluent Financial
Texas
$700K +$700K +6,069 New
HH
960
Hilltop Holdings
Texas
$697K -$6K -52 -0.9%
ISB
961
Iowa State Bank
Iowa
$696K +$117K +1,012 +20%
Kayne Anderson Rudnick Investment Management
962
Kayne Anderson Rudnick Investment Management
California
$689K -$238K -2,063 -26%
Cerity Partners
963
Cerity Partners
New York
$687K -$9.81K -85 -1%
RFA
964
Reilly Financial Advisors
California
$686K -$8.19K -71 -1%
JF
965
JSF Financial
California
$682K -$13.3K -115 -2%
HWM
966
Howard Wealth Management
Connecticut
$682K – – –
EAM
967
Evanson Asset Management
California
$674K -$215K -1,864 -24%
DBT
968
Dubuque Bank & Trust
Iowa
$674K -$64.1K -556 -9%
CA
969
CGN Advisors
Kansas
$673K +$250K +2,169 +59%
SCG
970
Sonata Capital Group
Washington
$671K – – –
CFIA
971
Cantor Fitzgerald Investment Advisors
New York
$667K +$178K +1,548 +37%
MAM
972
MMA Asset Management
Pennsylvania
$666K +$18.4K +160 +3%
SL
973
SWMG LLC
Texas
$665K +$665K +5,766 New
CMP
974
Courage Miller Partners
Virginia
$664K -$55.7K -483 -8%
EWM
975
Executive Wealth Management
Michigan
$662K -$150K -1,304 -19%
37 38
39
40 41