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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 %
SIM
1476
Stratos Investment Management
Ohio
– – -6,963 Closed
OBWP
1477
O'Brien Wealth Partners
Massachusetts
– – -6,211 Closed
BAM
1478
Blueshift Asset Management
New Jersey
– – -5,940 Closed
IC
1479
Inscription Capital
Texas
– – -5,891 Closed
DIM
1480
Delta Investment Management
California
– – -5,452 Closed
APW
1481
Aurora Private Wealth
New Jersey
– – -5,440 Closed
RBA
1482
Richard Bernstein Advisors
New York
– – -5,375 Closed
BA
1483
Bluesphere Advisors
Pennsylvania
– – -5,274 Closed
SIA
1484
Strategic Investment Advisors
Michigan
– – -5,092 Closed
IIA
1485
IPG Investment Advisors
California
– – -5,033 Closed
MCP
1486
Mirador Capital Partners
California
– – -4,855 Closed
RIG
1487
RiverFront Investment Group
Virginia
– – -4,387 Closed
LWA
1488
LWS Wealth Advisors
New Jersey
– – -3,880 Closed
SIAG
1489
Safeguard Investment Advisory Group
California
– – -3,856 Closed
Wolverine Trading
1490
Wolverine Trading
Illinois
– – -3,605 Closed
WAOI
1491
Wealth Advisors of Iowa
Iowa
– – -3,563 Closed
SMG
1492
Smart Money Group
Texas
– – -3,068 Closed
GGI
1493
Godsey & Gibb Inc
Virginia
– – -2,866 Closed
RG
1494
Rathbones Group
United Kingdom
– – -2,708 Closed
CAM
1495
Concorde Asset Management
Michigan
– – -2,523 Closed
KFGK
1496
Keystone Financial Group (Kentucky)
Kentucky
– – -2,334 Closed
SFM
1497
Signet Financial Management
New Jersey
– – -2,325 Closed
CFG
1498
Cooper Financial Group
California
– – -2,315 Closed
MA
1499
MONECO Advisors
Connecticut
– – -2,254 Closed
MI
1500
Moneywise Inc
Virginia
– – -2,238 Closed
58 59
60
61 62