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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.

Holders
1,447
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
25.27%
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
1
Jones Financial Companies
Missouri
$7.87B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.41B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306M
4
RJA
4
Raymond James & Associates
Florida
$3.7B
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$2.29B

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$38.4M
2
Creative Planning
2
Creative Planning
Kansas
$1.83B
3
Ameriprise
3
Ameriprise
Minnesota
$912M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
5
PPA
5
Parametric Portfolio Associates
Washington
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
101
McKinley Carter Wealth Services
West Virginia
$76M 658,567 +35,128 +6%
FCH
102
Freestone Capital Holdings
Washington
$75.9M 658,112 -30,993 -4%
CAN
103
Cetera Advisor Networks
California
$75.1M 651,504 +196,567 +43%
TCM
104
Twele Capital Management
Minnesota
$73.5M 637,708 +9,068 +1%
PAMU
105
Pictet Asset Management (UK)
United Kingdom
$72.8M 630,833 -22,800 -3%
COCM
106
Charter Oak Capital Management
New Hampshire
$72.4M 627,399 +40,823 +7%
RA
107
Rational Advisors
New York
$72M 624,384 +310,101 +99%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$71.8M 622,919 +164,158 +36%
FMC
109
First Merchants Corp
Indiana
$71.3M 618,001 +12,684 +2%
F
110
F3Logic
Minnesota
$68.8M 596,798 -58,000 -9%
AF
111
Alerus Financial
North Dakota
$68.2M 591,298 +9,661 +2%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$67.1M 582,015 -5,881 -1%
BC
113
Bartlett & Co
Ohio
$66M 572,434 +8,513 +2%
BCWM
114
Bartlett & Co Wealth Management
Ohio
$66M 572,434 +8,513 +2%
AIP
115
Ameritas Investment Partners
Nebraska
$65.7M 569,247 -17,227 -3%
CHP
116
Cable Hill Partners
Oregon
$63.8M 552,870 -171,948 -24%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$63.6M 551,300 -35,600 -6%
PCIA
118
Prime Capital Investment Advisors
Kansas
$63.2M 548,291 -7,946 -1%
MIM
119
MetLife Investment Management
New Jersey
$61M 529,100 +186,300 +54%
FBFS
120
First Business Financial Services
Wisconsin
$60.5M 524,298 +9,258 +2%
MML Investors Services
121
MML Investors Services
Massachusetts
$59.7M 517,965 -25,052 -5%
AllianceBernstein
122
AllianceBernstein
Tennessee
$59.5M 516,257 +89,523 +21%
FEG
123
Fund Evaluation Group
Ohio
$59.5M 516,078 +83,677 +19%
Sumitomo Mitsui Trust Group
124
Sumitomo Mitsui Trust Group
Japan
$59.1M 512,765 +512,765 New
PFM
125
Phillips Financial Management
Indiana
$58.7M 509,028 +30,831 +6%
3 4
5
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