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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
25.26%
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 Market Value Shares Shares
Change 		Shares
Change %
CPSC
1251
Carl P. Sherr & Co
Massachusetts
$247K 2,140 -365 -15%
SFPG
1252
Stonebridge Financial Planning Group
Florida
$247K 2,135 +1,274 +148%
MC
1253
Moors & Cabot
Massachusetts
$245K 2,121 -257 -11%
ODCM
1254
Old Dominion Capital Management
Virginia
$244K 2,120 -294 -12%
TA
1255
TFG Advisers
Michigan
$242K 2,094 -365 -15%
BWFA
1256
Baltimore-Washington Financial Advisors
Maryland
$242K 2,104 -20 -0.9%
CF
1257
Centaurus Financial
California
$242K 2,095 +360 +21%
DSC
1258
Duncker Streett & Co
Missouri
$241K 2,091 +3 +0.1%
SHWM
1259
Silicon Hills Wealth Management
Texas
$240K 2,083 +191 +10%
CPC
1260
Consolidated Planning Corp
Georgia
$240K 2,083 +2,083 New
TTWM
1261
TCV Trust & Wealth Management
Virginia
$238K 2,068 – –
WI
1262
Wintrust Investments
Illinois
$236K 2,047 -7,093 -78%
CCM
1263
Carlson Capital Management
Minnesota
$236K 2,049 – –
EWA
1264
Evolution Wealth Advisors
Florida
$235K 2,040 – –
WA
1265
Wambolt & Associates
Colorado
$235K 2,044 +2,044 New
CCM
1266
Chilton Capital Management
Texas
$234K 2,030 +264 +15%
TCM
1267
Tuttle Capital Management
Connecticut
$233K 2,016 +2,016 New
BFIM
1268
Beese Fulmer Investment Management
Ohio
$232K 2,015 +5 +0.2%
MFW
1269
Mosaic Family Wealth
Missouri
$230K 1,996 -2,017 -50%
BOTW
1270
Bank of the West
California
$230K 1,990 -567 -22%
LWANC
1271
Laurel Wealth Advisors (North Carolina)
North Carolina
$228K 1,977 -487 -20%
ODG
1272
O'Dell Group
Ohio
$228K 1,977 +2 +0.1%
APA
1273
Allegiant Private Advisors
Florida
$228K 1,976 +137 +7%
CASB
1274
Cape Ann Savings Bank
Massachusetts
$227K 1,970 – –
TFGT
1275
TS Financial Group (TSFG)
Illinois
$227K 1,968 +1 +0.1%
49 50
51
52 53