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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 %
NFSG
1301
Newbridge Financial Services Group
Florida
$200K 1,731 +956 +123%
KOMWMG
1302
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K 1,735 +1,735 New
PG
1303
Proffitt & Goodson
Tennessee
$196K 1,702 – –
SNT
1304
Security National Trust
West Virginia
$195K 1,693 +920 +119%
JAM
1305
JCIC Asset Management
Ontario, Canada
$194K 1,355 +395 +41%
EPM
1306
Elm Partners Management
Pennsylvania
$193K 1,671 – –
GCA
1307
Genesee Capital Advisors
New York
$193K 1,671 +1,671 New
IA
1308
IAM Advisory
Pennsylvania
$193K 1,671 +1,671 New
PO
1309
Private Ocean
California
$184K 1,595 +1,595 New
AWM
1310
Atticus Wealth Management
Florida
$181K 1,570 -217 -12%
OC
1311
Oakworth Capital
Alabama
$176K 1,527 – –
BCA
1312
Bray Capital Advisors
Florida
$167K 1,447 +140 +11%
SCA
1313
Stonebridge Capital Advisors
Minnesota
$166K 1,446 +624 +76%
1IA
1314
1834 Investment Advisors
Wisconsin
$165K 1,427 – –
FFA
1315
Founders Financial Alliance
North Carolina
$165K 1,427 +395 +38%
VNIM
1316
Vaughan Nelson Investment Management
Texas
$164K 1,426 +1,426 New
JCM
1317
Jacobi Capital Management
Pennsylvania
$159K 1,379 +452 +49%
SIC
1318
Salem Investment Counselors
North Carolina
$154K 1,332 +158 +13%
CCA
1319
Column Capital Advisors
Indiana
$151K 1,305 – –
LWM
1320
Liberty Wealth Management
California
$151K 1,308 +76 +6%
CA
1321
Centerpoint Advisors
Massachusetts
$150K 1,302 +57 +5%
MPWT
1322
MassMutual Private Wealth & Trust
Connecticut
$150K 1,301 +551 +73%
HBT
1323
Hills Bank & Trust
Iowa
$149K 1,290 – –
EDRH
1324
Edmond de Rothschild Holding
Switzerland
$149K 1,295 +750 +138%
RDFA
1325
Ritter Daniher Financial Advisory
Ohio
$147K 1,275 +415 +48%
51 52
53
54 55