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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 %
P
1076
&Partners
Tennessee
$455K +$455K +3,946 New
W
1077
Wealthquest
Ohio
$454K -$129K -1,118 -22%
SSCA
1078
South Shore Capital Advisors
Massachusetts
$452K -$79.2K -687 -15%
FNT
1079
First National Trust
Pennsylvania
$448K +$216K +1,877 +93%
AP
1080
Advisor Partners
California
$447K +$447K +3,881 New
AFM
1081
Andesa Financial Management
Pennsylvania
$446K +$17.2K +149 +4%
TCM
1082
Telos Capital Management
California
$446K +$101K +877 +29%
SRC
1083
Sage Rhino Capital
California
$444K – – –
MAS
1084
Managed Account Services
Florida
$443K +$49.7K +431 +13%
BPB
1085
Badgley, Phelps & Bell
Washington
$442K -$71.5K -619 -14%
CC
1086
Courier Capital
New York
$442K -$7.5K -65 -2%
HR
1087
Howe & Rusling
New York
$441K +$231 +2 +0.1%
T
1088
TrueFG
Texas
$436K -$18.2K -158 -4%
BHBT
1089
Burke & Herbert Bank & Trust
Virginia
$436K – – –
BWP
1090
BSW Wealth Partners
Colorado
$435K -$19.3K -167 -4%
IWS
1091
Insight Wealth Strategies
California
$434K -$47.2K -409 -10%
AFS
1092
Annapolis Financial Services
Maryland
$434K – – –
BA
1093
Bridge Advisory
California
$434K +$576 +5 +0.1%
TCWM
1094
Total Clarity Wealth Management
Illinois
$433K -$105K -909 -20%
MAWCM
1095
Mine & Arao Wealth Creation & Management
California
$432K +$5.89K +51 +1%
BA
1096
Bristlecone Advisors
Washington
$429K +$82.6K +716 +24%
NFG
1097
Nations Financial Group
Iowa
$428K +$2.19K +19 +0.5%
WA
1098
Wealth Architects
California
$428K +$115K +994 +37%
AWA
1099
Arete Wealth Advisors
Illinois
$428K +$141K +24,204 +49%
TA
1100
TruWealth Advisors
Louisiana
$427K -$313K -2,712 -42%
42 43
44
45 46