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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
$7.87B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.41B
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
$3.7B
5
TAIM
TD Ameritrade Investment Management
Nebraska
$2.29B

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$38.4M
2
Creative Planning
Creative Planning
Kansas
$1.83B
3
Ameriprise
Ameriprise
Minnesota
$912M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
5
PPA
Parametric Portfolio Associates
Washington
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
1101
City Holding Co
West Virginia
$425K -$30.5K -264 -7%
THWM
1102
Taylor Hoffman Wealth Management
Virginia
$425K +$168K +1,461 +66%
EWF
1103
Epstein & White Financial
California
$424K +$163K +1,409 +62%
RCM
1104
Rain Capital Management
Oregon
$423K +$1.85K +16 +0.4%
CWM
1105
Cranbrook Wealth Management
Michigan
$422K +$4.15K +36 +1%
CAM
1106
Cubic Asset Management
Massachusetts
$417K – – –
TCOV
1107
Trust Company of Vermont
Vermont
$417K – – –
BAS
1108
Brown Advisory Securities
Maryland
$414K -$40.6K -352 -9%
EFS
1109
Essex Financial Services
Connecticut
$413K – – –
CSIA
1110
Charles Schwab Investment Advisory
California
$412K +$34.3K +297 +9%
TWP
1111
Tempus Wealth Planning
California
$410K +$410K +3,556 New
RWA
1112
Ropes Wealth Advisors
Massachusetts
$409K – – –
OFG
1113
Oxford Financial Group
Indiana
$406K +$361K +3,132 +807%
SGCA
1114
Steel Grove Capital Advisors
Tennessee
$405K -$44.7K -388 -10%
WF
1115
Welch & Forbes
Massachusetts
$404K – – –
DWT
1116
Dorsey & Whitney Trust
South Dakota
$397K – – –
EWM
1117
Empirical Wealth Management
Washington
$395K +$67.8K +589 +21%
FWIA
1118
Fort Washington Investment Advisors
Ohio
$394K -$49.6K -430 -11%
PP
1119
Professional Planning
California
$393K +$1.84K +16 +0.5%
NEPPG
1120
New England Professional Planning Group
Rhode Island
$391K -$55.2K -478 -12%
BA
1121
Bridgewater Advisors
New York
$391K +$391K +3,392 New
T
1122
TRUADVICE
Florida
$390K +$390K +3,350 New
BW
1123
Bison Wealth
Georgia
$389K +$231 +2 +0.1%
CWA
1124
Centennial Wealth Advisory
Michigan
$385K -$4.08M -35,419 -91%
CCMG
1125
Clark Capital Management Group
Pennsylvania
$384K +$74.5K +647 +24%
43 44
45
46 47