AGG icon

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 %
FHB
151
First Hawaiian Bank
Hawaii
$40.8M 353,592 +15,225 +4%
DWA
152
Divergent Wealth Advisors
Utah
$40.1M 347,456 -6,228 -2%
BFG
153
Bouchey Financial Group
New York
$40M 346,663 +12,336 +4%
CFG
154
Compton Financial Group
Maryland
$39.6M 343,630 +28,588 +9%
Fisher Asset Management
155
Fisher Asset Management
Washington
$39.1M 339,441 +36,088 +12%
AFC
156
Adaptive Financial Consulting
Ohio
$39M 338,098 +10,294 +3%
BAM
157
Brave Asset Management
New Jersey
$38.9M 337,354 -8,879 -3%
AFS
158
Amtrust Financial Services
New York
$38.7M 335,560 – –
BWM
159
Baystate Wealth Management
Massachusetts
$38.6M 334,411 +5,851 +2%
AssetMark Inc
160
AssetMark Inc
California
$38.4M 332,685 -1,312,499 -80%
CG
161
Colony Group
Massachusetts
$38.1M 330,255 +11,714 +4%
AWM
162
Aprio Wealth Management
Georgia
$37.9M 328,544 +328,544 New
EGWAG
163
Elwood & Goetz Wealth Advisory Group
Georgia
$37.7M 326,722 +25,519 +8%
JWA
164
JFS Wealth Advisors
Pennsylvania
$36.4M 315,389 +19,901 +7%
KAS
165
Kestra Advisory Services
Texas
$36.2M 313,583 -30,241 -9%
CWG
166
Cornerstone Wealth Group
North Carolina
$35.1M 301,559 +174,184 +137%
BBA
167
BLB&B Advisors
Pennsylvania
$35M 303,669 +27,021 +10%
VC
168
Vicus Capital
Pennsylvania
$34.9M 302,618 +72,059 +31%
NMIMC
169
Northwestern Mutual Investment Management Company
Wisconsin
$34.8M 301,535 -14,440 -5%
Boston Partners
170
Boston Partners
Massachusetts
– – – –
SPC
171
Sigma Planning Corp
Michigan
$34.7M 300,594 +12,650 +4%
NA
172
NewEdge Advisors
Louisiana
$34M 295,050 +15,933 +6%
Man Group
173
Man Group
United Kingdom
$33.7M 292,542 +187,896 +180%
RPG
174
Resource Planning Group
Georgia
$33.4M 290,275 +31,970 +12%
RJT
175
Raymond James Trust
Florida
$33.4M 289,261 +27,709 +11%
5 6
7
8 9