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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
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 Holding Trade Value Shares
Change 		Shares
Change %
BCM
1226
Brasada Capital Management
Texas
$274K +$7.97K +69 +3%
MAM
1227
Meeder Asset Management
Ohio
$271K -$2.83M -24,530 -91%
SFSIG
1228
San Francisco Sentry Investment Group
California
$270K – – –
BWM
1229
Brickley Wealth Management
California
$270K +$5.42K +47 +2%
BOPW
1230
Brandywine Oak Private Wealth
Pennsylvania
$270K +$270K +2,345 New
APW
1231
Acima Private Wealth
Virginia
$269K -$8.32K -72 -3%
JCM
1232
Janney Capital Management
Pennsylvania
$268K +$31.8K +276 +13%
FIM
1233
Fernwood Investment Management
Massachusetts
$267K +$20.7K +179 +8%
CPA
1234
Clear Perspective Advisors
Illinois
$266K – – –
SWA
1235
Sax Wealth Advisors
New Jersey
$266K +$20.6K +178 +8%
FMI
1236
F/M Investments
District of Columbia
$265K -$5.76K -50 -2%
AL
1237
ACAS LLC
California
$264K +$115 +1 +0%
AWA
1238
Acorn Wealth Advisors
Michigan
$261K -$73.1K -634 -22%
CDIA
1239
Capital Directions Investment Advisors
Georgia
$261K +$261K +2,265 New
DI
1240
Disciplined Investments
Oklahoma
$260K -$1.04M -9,046 -80%
TCA
1241
Transcend Capital Advisors
New Jersey
$259K – – –
TWM
1242
Titus Wealth Management
California
$259K +$115 +1 +0%
BFA
1243
Beacon Financial Advisory
Ohio
$258K -$46.3K -401 -15%
TAM
1244
Townsend Asset Management
North Carolina
$258K +$71.2K +617 +38%
4WM
1245
4J Wealth Management
Virginia
$256K -$15.1K -131 -6%
RMDI
1246
R.M. Davis Inc
Maine
$256K +$29.4K +255 +13%
RPA
1247
Rock Point Advisors
Vermont
$255K +$41.6K +361 +20%
SMG
1248
Spectrum Management Group
Indiana
$249K -$192K -1,670 -44%
BFA
1249
Bluestem Financial Advisors
Illinois
$248K -$248K -2,153 -50%
SWM
1250
Sugarloaf Wealth Management
Georgia
$247K -$234K -2,029 -49%
48 49
50
51 52