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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 %
WDC
1151
Woodward Diversified Capital
California
$351K +$11.2K +97 +3%
IFO
1152
Independent Family Office
New York
$350K – – –
HR
1153
Hayden Royal
North Carolina
$350K +$4.73K +41 +1%
CA
1154
Clearstead Advisors
Ohio
$349K – – –
NB
1155
NBT Bank
New York
$347K – – –
CAM
1156
Claret Asset Management
Quebec, Canada
$346K -$231K -2,000 -40%
TC
1157
Trust Company
Kansas
$346K – – –
BAM
1158
Barrett Asset Management
New York
$346K +$86.5K +750 +33%
FWM
1159
Focused Wealth Management
New York
$342K +$25.6K +222 +8%
CHJWM
1160
Carlton Hofferkamp & Jenks Wealth Management
Texas
$342K +$75.2K +648 +28%
CCA
1161
Checchi Capital Advisers
California
$340K -$3.46K -30 -1%
NAM
1162
NTV Asset Management
West Virginia
$337K -$6.91K -60 -2%
IIM
1163
InTrack Investment Management
Vermont
$337K – – –
FFG
1164
Fullen Financial Group
Ohio
$335K +$1.5K +13 +0.4%
WIA
1165
Westbourne Investment Advisors
Maryland
$333K +$333K +2,884 New
CCM
1166
Crew Capital Management
Ohio
$331K +$6.92K +60 +2%
Brown Advisory
1167
Brown Advisory
Maryland
$331K +$331K +2,867 New
HNW
1168
High Note Wealth
Minnesota
$330K -$133K -1,154 -29%
OWA
1169
Octavia Wealth Advisors
Ohio
$329K +$43.4K +376 +15%
BFM
1170
Boston Financial Management
Massachusetts
$327K +$327K +2,838 New
ClearBridge Investments
1171
ClearBridge Investments
New York
$326K +$5.08K +44 +2%
GCM
1172
Gibraltar Capital Management
Oklahoma
$324K -$48.5K -418 -13%
LA
1173
LexAurum Advisors
Kansas
$323K +$323K +2,803 New
NSIM
1174
North Star Investment Management
Illinois
$322K -$25.9K -224 -7%
FEM
1175
Fulcrum Equity Management
Texas
$322K -$10.5K -91 -3%
45 46
47
48 49