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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.

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
1
Jones Financial Companies
Missouri
$7.87B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.41B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306M
4
RJA
4
Raymond James & Associates
Florida
$3.7B
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$2.29B

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$38.4M
2
Creative Planning
2
Creative Planning
Kansas
$1.83B
3
Ameriprise
3
Ameriprise
Minnesota
$912M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
5
PPA
5
Parametric Portfolio Associates
Washington
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
76
Country Trust Bank
Illinois
$120M 1,040,631 +43,085 +4%
CWM
77
Cahaba Wealth Management
Georgia
$119M 1,021,097 +15,709 +2%
Jane Street
78
Jane Street
New York
$118M 1,023,535 +381,261 +59%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$114M 986,165 +315,640 +47%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$113M 981,368 +25,683 +3%
AWM
81
AE Wealth Management
Kansas
$110M 955,260 +90,440 +10%
HighTower Advisors
82
HighTower Advisors
Illinois
$109M 941,208 +10,113 +1%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$107M 926,375 -257,367 -22%
PPA
84
Parametric Portfolio Associates
Washington
$101M 878,603 -607,187 -41%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$100M 870,412 +8,371 +1%
Toronto Dominion Bank
86
Toronto Dominion Bank
Ontario, Canada
$98M 850,000 +850,000 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$93.4M 810,216 – –
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$91M 789,407 +104,876 +15%
BAAM
89
Baker Avenue Asset Management
California
$90M 780,581 +47,693 +7%
CWM
90
Campbell Wealth Management
Virginia
$89M 771,500 -291,399 -27%
HI
91
Horizon Investments
North Carolina
$86.4M 750,927 +129,896 +21%
EA
92
Evergreen Advisors
Tennessee
$84.9M 746,195 – –
ZIM
93
Zacks Investment Management
Illinois
$84.7M 734,706 +13,928 +2%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$84.3M 731,469 +602,554 +467%
EA
95
Efficient Advisors
Ohio
$83.9M 727,793 +30,447 +4%
VIM
96
VCU Investment Management
Virginia
$83M 720,036 – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$82.2M 712,808 +15,983 +2%
DCM
98
Disciplina Capital Management
Tennessee
$81.6M 707,742 -210,832 -23%
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$77.5M 671,921 +42,529 +7%
BCI
100
Brinker Capital Investments
Pennsylvania
$77M 667,768 -12,510 -2%
2 3
4
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