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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 %
JWCA
976
J.W. Coons Advisors
Ohio
$660K -$84.7K -735 -11%
MFG
977
MidWestOne Financial Group
Iowa
$659K – – –
CQS
978
Credential Qtrade Securities
$658K – – –
PA
979
Paragon Advisors
Texas
$658K -$1.36M -11,763 -67%
PAM
980
Palisade Asset Management
Minnesota
$649K -$20.7K -179 -3%
AIM
981
Arcadia Investment Management
Michigan
$640K – – –
HWA
982
Heritage Wealth Advisors
Virginia
$639K +$2.19K +19 +0.3%
DAM
983
Delta Asset Management
Tennessee
$638K – – –
AFIA
984
America First Investment Advisors
Nebraska
$637K -$3K -26 -0.5%
GPC
985
Garrison Point Capital
California
$637K – – –
AIC
986
Archer Investment Corporation
Indiana
$635K +$92.6K +803 +17%
AIA
987
Angeles Investment Advisors
California
$634K – – –
MWM
988
Modera Wealth Management
New Jersey
$634K +$75K +650 +13%
FF
989
Friedenthal Financial
New Jersey
$632K +$327K +2,830 +107%
TFS
990
Thoroughbred Financial Services
Tennessee
$629K +$2.54K +22 +0.4%
PC
991
Permanens Capital
New York
$624K -$42.1K -365 -6%
PS
992
Planned Solutions
California
$624K +$30.8K +267 +5%
GSAM
993
Grant Street Asset Management
Pennsylvania
$621K -$1.33M -11,551 -68%
SFG
994
SageGuard Financial Group
Tennessee
$621K -$57.2K -496 -8%
PIA
995
Perennial Investment Advisors
California
$613K -$1.07M -9,284 -64%
EWM
996
Evercore Wealth Management
New York
$613K +$12.6K +109 +2%
MIA
997
MainStreet Investment Advisors
Illinois
$611K – – –
BCM
998
Beaumont Capital Management
Massachusetts
$609K -$324K -2,812 -35%
FSG
999
Financial Strategies Group
Michigan
$606K +$115K +1,001 +24%
CBN
1000
Cadence Bank NA
Texas
$596K -$30.2K -262 -5%
38 39
40
41 42