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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 %
Calamos Advisors
1276
Calamos Advisors
Illinois
$225K -$161K -1,398 -42%
QAM
1277
QCI Asset Management
New York
$225K +$1.04K +9 +0.5%
SCP
1278
Syntal Capital Partners
Texas
$222K +$2.87K +25 +1%
SCM
1279
Schnieders Capital Management
California
$219K – – –
WCG
1280
Wall Capital Group
Arizona
$219K +$461 +4 +0.2%
AIM
1281
Alhambra Investment Management
Florida
$217K -$85.4K -742 -28%
AMIM
1282
Aull & Monroe Investment Management
Alabama
$217K – – –
CNB
1283
Camden National Bank
Maine
$213K -$10.6K -92 -5%
PFO
1284
Pathstone Family Office
New Jersey
$213K – – –
AC
1285
Abbrea Capital
California
$213K +$4.61K +40 +2%
BL
1286
BCWM LLC
Kansas
$212K -$12.6K -109 -6%
3LCM
1287
3D/L Capital Management
Connecticut
$212K +$212K +1,841 New
FANJ
1288
Financial Architects (New Jersey)
New Jersey
$210K +$6.34K +55 +3%
SCM
1289
Sterneck Capital Management
Missouri
$210K +$210K +1,807 New
Principal Financial Group
1290
Principal Financial Group
Iowa
$209K -$82.7K -716 -28%
CC
1291
Copperleaf Capital
North Carolina
$208K – – –
WCF
1292
West Coast Financial
California
$208K +$5.42K +47 +3%
ABC
1293
Associated Banc-Corp
Wisconsin
$207K +$207K +1,795 New
RI
1294
Ridgewood Investments
New Jersey
$206K – – –
AFA
1295
American Financial Advisors
Georgia
$205K -$7.16K -62 -3%
CSPAM
1296
Cary Street Partners Asset Management
Virginia
$205K – – –
DFA
1297
DHJJ Financial Advisors
Illinois
$204K +$204K +1,769 New
MWM
1298
MBE Wealth Management
Wisconsin
$203K -$8.43K -73 -4%
NP
1299
NorthRock Partners
Minnesota
$203K -$8.43K -73 -4%
LWA
1300
Lenox Wealth Advisors
New York
$200K -$17.1K -148 -8%
50 51
52
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