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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 %
W
1126
WealthOne
New York
$383K -$900K -7,804 -70%
CCC
1127
Crescent Capital Consulting
Louisiana
$383K +$7.85K +68 +2%
MMA
1128
Miracle Mile Advisors
California
$379K -$101K -879 -21%
WOSD
1129
WFA of San Diego
California
$379K – – –
AL
1130
ADE LLC
Maryland
$376K +$11.5K +100 +3%
EF
1131
Empirical Finance
Pennsylvania
$376K +$376K +3,260 New
TC
1132
Tenret Company
Florida
$374K +$374K +3,240 New
CFD
1133
Creative Financial Designs
Indiana
$373K -$69.4K -602 -16%
PGFC
1134
Peapack-Gladstone Financial Corp
New Jersey
$371K -$4.04K -35 -1%
CFO
1135
CVA Family Office
Colorado
$370K +$115 +1 +0%
ATPW
1136
Ashton Thomas Private Wealth
Arizona
$369K -$348K -3,018 -49%
MGI
1137
MayTech Global Investments
New York
$369K -$265K -2,300 -42%
MFT
1138
Moisand Fitzgerald Tamayo
Florida
$364K -$8.76K -76 -2%
WFA
1139
Wellspring Financial Advisors
Ohio
$363K -$425K -3,687 -54%
EC
1140
Estate Counselors
Wisconsin
$363K – – –
VCS
1141
Vaughan & Co Securities
New Jersey
$363K +$138K +1,197 +61%
WPW
1142
Waldron Private Wealth
Pennsylvania
$362K -$332K -2,884 -48%
BCPWM
1143
Bradley & Co Private Wealth Management
Florida
$362K -$76.1K -660 -17%
CA
1144
Claro Advisors
Massachusetts
$361K – – –
EA
1145
Emerald Advisors
Washington
$361K +$361K +3,128 New
SFG
1146
Sowa Financial Group
Rhode Island
$357K -$49.2K -427 -12%
DCM
1147
Dimension Capital Management
Florida
$357K – – –
GT
1148
Glenview Trust
Kentucky
$354K – – –
WPA
1149
West Paces Advisors
Georgia
$353K – – –
BWL
1150
Bogart Wealth LLC
Virginia
$352K -$1.27K -11 -0.4%
44 45
46
47 48