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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 %
WIM
1326
Westside Investment Management
California
$145K 60,217 +13,788 +30%
NL
1327
NVWM LLC
Pennsylvania
$145K 1,254 – –
WBC
1328
West Branch Capital
Massachusetts
$144K 1,250 +1,250 New
KFI
1329
Key Financial Inc
Pennsylvania
$133K 1,140 +97 +9%
SSB
1330
Sandy Spring Bank
Maryland
$126K 1,096 +373 +52%
IBOK
1331
Independence Bank of Kentucky
Kentucky
$123K 1,066 -971 -48%
RIM
1332
Rockbridge Investment Management
New York
$118K 1,025 – –
PAI
1333
Pittenger & Anderson Inc
Nebraska
$117K 1,017 -1,878 -65%
FGAM
1334
Financial Gravity Asset Management
Texas
– – – –
PP
1335
PrairieView Partners
Minnesota
$111K 965 +55 +6%
CWA
1336
Clearview Wealth Advisors
Oregon
$108K 939 +4 +0.4%
ADL
1337
Asset Dedication LLC
California
$108K 929 +485 +109%
MIM
1338
Macroview Investment Management
Maryland
$102K 883 – –
GIA
1339
Goodwin Investment Advisory
Georgia
$99K 856 – –
LS
1340
Leelyn Smith
Illinois
$98K 854 -944 -53%
GI
1341
Gradient Investments
Minnesota
$97K 844 +118 +16%
TFA
1342
Toth Financial Advisory
Virginia
$95K 820 +10 +1%
HS
1343
Horan Securities
United States
$91K 791 +25 +3%
GWS
1344
Glassman Wealth Services
Virginia
$90K 776 – –
LDFR
1345
Lehman & Derafelo Financial Resources
Pennsylvania
$85K 733 +200 +38%
AWA
1346
Artemis Wealth Advisors
New York
$84.3K 731 +3 +0.4%
VRM
1347
Vectors Research Management
New York
$83K 721 – –
GAM
1348
Gemmer Asset Management
California
$83K 720 +720 New
LFASL
1349
Lugano Financial Advisors SA (LFA)
Switzerland
$76K 663 – –
RAM
1350
Riggs Asset Management
Pennsylvania
$73K 629 -6,664 -91%
52 53
54
55 56