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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 %
MOS
1026
MGO One Seven
Ohio
$529K +$47.6K +413 +10%
TLFA
1027
True Link Financial Advisors
California
$528K -$157K -1,364 -23%
LWM
1028
Lyell Wealth Management
California
$525K -$1.15K -10 -0.2%
HWM
1029
Hemington Wealth Management
Virginia
$523K +$923 +8 +0.2%
BFG
1030
Berger Financial Group
Minnesota
$523K +$3.69K +32 +0.7%
AWA
1031
Arkadios Wealth Advisors
Georgia
$519K -$3.38M -29,338 -87%
GKWIM
1032
Gerber Kawasaki Wealth & Investment Management
California
$519K +$24.4K +212 +5%
SC
1033
Solstein Capital
California
$517K +$24.8K +215 +5%
HFA
1034
High Falls Advisors
New York
$515K -$2.85M -24,744 -85%
BIP
1035
Blueprint Investment Partners
North Carolina
$515K +$12.7K +110 +3%
NCM
1036
Noesis Capital Mangement
Florida
$515K +$53.4K +461 +12%
CRI
1037
Colonial River Investments
Virginia
$514K +$36.4K +316 +8%
MG
1038
Mather Group
Illinois
$510K -$1.14M -9,877 -69%
BB
1039
Berkshire Bank
Massachusetts
$510K +$510K +4,421 New
SC
1040
SouthState Corp
Florida
$509K -$50.1K -434 -9%
SAM
1041
SignalPoint Asset Management
Missouri
$506K +$15.8K +137 +3%
SWA
1042
SOA Wealth Advisors
New York
$505K +$86.8K +754 +21%
RTS
1043
Round Table Services
New Jersey
$502K -$511K -4,433 -50%
AIM
1044
Axiom Investment Management
New York
$500K -$18.8K -163 -4%
WW
1045
Westshore Wealth
California
$498K +$155K +1,342 +45%
KCM
1046
Kanawha Capital Management
Virginia
$496K -$37K -321 -7%
MCG
1047
McCollum Christoferson Group
New York
$496K +$63.4K +550 +15%
NGA
1048
Naples Global Advisors
Florida
$494K +$2.31K +20 +0.5%
ACM
1049
Alamar Capital Management
California
$494K +$80.7K +700 +20%
FM
1050
Family Management
New York
$493K – – –
40 41
42
43 44