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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 %
WI
1201
Wedgewood Investors
Pennsylvania
$302K – – –
RWP
1202
RWA Wealth Partners
Massachusetts
$302K +$115 +1 +0%
PG
1203
Prostatis Group
Maryland
$301K -$2.24M -19,409 -88%
BDFN
1204
Bond & Devick Financial Network
Minnesota
$301K +$301K +2,606 New
PP
1205
Palladium Partners
Virginia
$296K +$4.38K +38 +2%
PHS
1206
Pekin Hardy Strauss
Illinois
$295K – – –
SF
1207
Symphony Financial
Texas
$292K -$10K -87 -3%
AFG
1208
Affinia Financial Group
Massachusetts
$292K – – –
WAM
1209
WNY Asset Management
New York
$291K – – –
NPT
1210
Nixon Peabody Trust
Massachusetts
$288K -$21K -182 -7%
SCM
1211
Spreng Capital Management
Ohio
$287K -$31.7K -275 -10%
UTC
1212
Unified Trust Company
Kentucky
$287K +$64.8K +562 +29%
RG
1213
Retirement Group
California
$286K -$47.7K -414 -14%
WC
1214
Westwind Capital
New Mexico
$286K -$15.2K -132 -5%
GL
1215
Graypoint LLC
New York
$286K +$37.6K +326 +15%
TF
1216
TimeScale Financial
Massachusetts
$285K -$61.7K -534 -18%
BO
1217
Bank OZK
Arkansas
$284K +$67.8K +588 +31%
MCM
1218
Mattern Capital Management
Colorado
$282K +$282K +2,441 New
WAM
1219
Weatherly Asset Management
California
$279K – – –
HWA
1220
HCR Wealth Advisors
California
$278K -$9.46K -82 -3%
HCM
1221
Hudson Capital Management
New Jersey
$278K -$3.29K -34 -1%
CWM
1222
Connecticut Wealth Management
Connecticut
$278K +$278K +2,412 New
LFA
1223
Legacy Financial Advisors
Kentucky
$277K -$122K -1,055 -31%
DY
1224
Dowling & Yahnke
California
$275K – – –
SFO
1225
Stokes Family Office
Louisiana
$274K -$328K -2,841 -54%
47 48
49
50 51