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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
25.27%
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 %
RFC
126
Regions Financial Corp
Alabama
$58.1M 504,099 +155,429 +45%
CAAS
127
Capital Asset Advisory Services
Michigan
$57.5M 498,502 +485,315 +3,680%
Franklin Resources
128
Franklin Resources
California
$56.8M 492,663 +48,108 +11%
AWM
129
Altavista Wealth Management
North Carolina
$56.7M 492,061 +38,677 +9%
SGI
130
Summit Global Investments
Utah
$56.1M 486,360 +77,967 +19%
CAL
131
Capital Analysts LLC
Pennsylvania
$55.5M 481,087 +51,773 +12%
MWP
132
Meridian Wealth Partners
Pennsylvania
$54.7M 474,095 +26,483 +6%
KWM
133
Kingsview Wealth Management
Oregon
$53.7M 466,615 +273,567 +142%
ZB
134
Zions Bancorporation
Utah
$52.6M 456,442 -53,321 -10%
SL
135
Summitry LLC
California
$52.6M 455,966 +18,109 +4%
RWM
136
Ritholtz Wealth Management
New York
$50.6M 438,524 +133,835 +44%
SMFG
137
Sumitomo Mitsui Financial Group
Japan
$50.5M 437,720 +16,639 +4%
LBD
138
Landsberg Bennett & Dubbaneh
Florida
$49.4M 428,596 +21,737 +5%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$49.2M 426,791 +141,453 +50%
Barclays
140
Barclays
United Kingdom
$49M 424,943 +30,053 +8%
HFS
141
Hantz Financial Services
Michigan
$48.8M 423,184 +17,525 +4%
RhumbLine Advisers
142
RhumbLine Advisers
Massachusetts
$48.1M 417,057 -38,637 -8%
TCM
143
TD Capital Management
Tennessee
$48M 415,937 +4,845 +1%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$45.7M 396,058 +16,230 +4%
PI
145
PFS Investments
Georgia
$45.5M 393,039 +19,243 +5%
FBB
146
Fulton Breakefield Broenniman
Maryland
$45.2M 392,074 +17,602 +5%
LPT
147
Legacy Private Trust
Wisconsin
$44M 381,581 +37,551 +11%
SWM
148
Spire Wealth Management
Virginia
$43.9M 377,709 +8,443 +2%
EPP
149
ETF Portfolio Partners
Kansas
$42.2M 365,540 +93,817 +35%
Lazard Asset Management
150
Lazard Asset Management
New York
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