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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 %
FCA
1001
FinTrust Capital Advisors
South Carolina
$588K -$2.19K -19 -0.4%
PFC
1002
Phocas Financial Corp
California
$588K – – –
GCM
1003
Gables Capital Management
Florida
$577K – – –
RP
1004
Rice Partnership
Hawaii
$577K +$556K +4,818 +2,647%
BCM
1005
Brookmont Capital Management
Texas
$576K +$45.1K +391 +8%
SCA
1006
Sage Capital Advisors
South Dakota
$573K -$387K -3,337 -40%
VCM
1007
Vivaldi Capital Management
Illinois
$573K – – –
BS
1008
Boenning & Scattergood
Pennsylvania
$567K -$137K -1,187 -19%
SIS
1009
Sound Income Strategies
Florida
$561K -$125K -1,082 -18%
RWA
1010
River Wealth Advisors
Pennsylvania
$561K -$29.3K -254 -5%
WCFA
1011
Walkner Condon Financial Advisors
Wisconsin
$557K -$1.88M -16,281 -77%
FMN
1012
Financial Management Network
California
$556K -$273K -2,366 -33%
LNB
1013
Ledyard National Bank
$555K -$88.5K -768 -14%
WPC
1014
White Pine Capital
Minnesota
$549K -$83.6K -717 -13%
LJAC
1015
L.J. Altfest & Co
New York
$549K -$18.6K -161 -3%
WWM
1016
Wolff Wiese Magana
California
$546K +$15.9K +138 +3%
DSA
1017
Droms Strauss Advisors
Missouri
$545K +$40.8K +355 +8%
SSC
1018
Syverson Strege & Co
Iowa
$541K -$4.96K -43 -0.9%
JSA
1019
Jacobson & Schmitt Advisors
Wisconsin
$540K -$12.7K -110 -2%
PCG
1020
Private Capital Group
Connecticut
$539K +$147K +1,275 +38%
WA
1021
Wealthstar Advisors
Texas
$539K +$539K +4,687 New
BWA
1022
Beam Wealth Advisors
Louisiana
$537K -$1.12M -9,671 -67%
IWMA
1023
Ironwood Wealth Management (Arizona)
Arizona
$533K +$25.5K +221 +5%
LNWWM
1024
Laird Norton Wetherby Wealth Management
California
$533K +$129K +1,122 +32%
WDG
1025
Wealth Dimensions Group
Ohio
$529K -$6.81K -59 -1%
39 40
41
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