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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 %
CA
1501
Capital Advantage
California
– – -2,231 Closed
QPWM
1502
Quadrant Private Wealth Management
Pennsylvania
– – -2,019 Closed
LWMG
1503
Levy Wealth Management Group
Pennsylvania
– – -1,974 Closed
OPOWM
1504
One Plus One Wealth Management
Florida
– – -1,974 Closed
BMCM
1505
Bryn Mawr Capital Management
Pennsylvania
– – -1,911 Closed
HWM
1506
Hohimer Wealth Management
Washington
– – -1,869 Closed
SFSG
1507
Sound Financial Strategies Group
Mississippi
– – -1,846 Closed
HVM
1508
Harvest Volatility Management
Connecticut
– – -1,825 Closed
VBFP
1509
Valtinson Bruner Financial Planning
Minnesota
– – -1,794 Closed
SWA
1510
SFMG Wealth Advisors
Texas
– – -1,794 Closed
CFSG
1511
Clark Financial Services Group
Missouri
– – -1,630 Closed
NIC
1512
Northwest Investment Counselors
Oregon
– – -1,545 Closed
Loomis, Sayles & Company
1513
Loomis, Sayles & Company
Massachusetts
– – -1,350 Closed
HPC
1514
HM Payson & Co
Maine
– – -816 Closed
GAM
1515
Grandview Asset Management
Pennsylvania
– – -483 Closed
ACM
1516
Allred Capital Management
Texas
– – -289 Closed
FA
1517
Financial Advantage
Maryland
– – -185 Closed
DA
1518
DCM Advisors
New York
– – -111 Closed
SWA
1519
Sutton Wealth Advisors
Florida
– – -95 Closed
CWA
1520
Core Wealth Advisors
Florida
– – -83 Closed
BAMG
1521
Brand Asset Management Group
Missouri
– – -82 Closed
DWMG
1522
DB Wealth Management Group
California
– – -71 Closed
FCAS
1523
First Command Advisory Services
Texas
– – -71 Closed
HWM
1524
HighMark Wealth Management
Minnesota
– – -46 Closed
DWA
1525
Dougherty Wealth Advisers
Minnesota
– – -13 Closed
58 59 60
61
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