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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 %
RC
176
Rinet Company
Massachusetts
$33.3M 288,380 +46,080 +19%
GSWM
177
Golden State Wealth Management
California
$33.1M 286,790 +24,200 +9%
TCM
178
Towercrest Capital Management
Pennsylvania
$32.4M 280,895 +9,223 +3%
LI
179
LVZ Inc
Michigan
$32.4M 280,833 -196,498 -41%
MFM
180
Mirsky Financial Management
New York
$32.1M 278,606 +79,049 +40%
WB
181
WesBanco Bank
West Virginia
$31.2M 270,251 +24,610 +10%
CA
182
Cambridge Associates
Massachusetts
$31.1M 269,651 -54,401 -17%
PA
183
Parallel Advisors
California
$31.1M 269,366 +4,013 +2%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$30.8M 266,742 +105,696 +66%
FA
185
FDx Advisors
Illinois
$30.7M 266,067 -7,160 -3%
SWP
186
Summit Wealth Partners
Florida
$30.6M 265,494 +12,529 +5%
BWM
187
BerganKDV Wealth Management
Minnesota
$30.6M 265,324 +12,379 +5%
ANB
188
Amarillo National Bank
Texas
$30.2M 261,789 +16,420 +7%
EBT
189
Enterprise Bank & Trust
Massachusetts
$29.7M 257,287 -16,013 -6%
SHWM
190
Smith & Howard Wealth Management
Georgia
$29.5M 255,385 +90,950 +55%
MA
191
MUFG Americas
New York
$29.4M 254,914 -7,662 -3%
HI
192
Harbour Investments
Wisconsin
$29.3M 254,335 -156,689 -38%
QFA
193
Quattro Financial Advisors
Texas
$29.2M 251,796 -55,074 -18%
CA
194
Cetera Advisors
Colorado
$29M 251,572 -28,131 -10%
KCM
195
Karp Capital Management
California
$28.9M 250,465 +21,006 +9%
MAM
196
Madison Asset Management
Wisconsin
$28.4M 246,446 +239,465 +3,430%
MA
197
Mosaic Advisors
Texas
$28.4M 246,442 +246,442 New
HCM
198
Howard Capital Management
Georgia
$28.3M 301,234 +23,276 +8%
MAFM
199
Mid Atlantic Financial Management
Pennsylvania
$28.2M 244,931 -37,822 -13%
VWA
200
Visionary Wealth Advisors
Illinois
$28.2M 244,551 +5,885 +2%
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