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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$7.87B 68,488,691 +4,414,887 +7%
Wells Fargo
2
Wells Fargo
California
$6.03B 52,288,544 +1,610,968 +3%
BlackRock
3
BlackRock
New York
$4.1B 35,507,241 +1,606,510 +5%
RJA
4
Raymond James & Associates
Florida
$3.7B 32,054,295 +2,259,713 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.41B 29,539,176 +3,646,349 +14%
Bank of America
6
Bank of America
North Carolina
$2.9B 25,166,123 -214,794 -0.8%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$2.29B 19,884,519 +2,051,925 +12%
MFRM
8
Milliman Financial Risk Management
Illinois
$1.84B 15,952,830 +144,973 +0.9%
Creative Planning
9
Creative Planning
Kansas
$1.83B 15,858,693 -934,556 -6%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.7B 14,725,104 +112,473 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$1.68B 14,534,854 +1,337,520 +10%
US Bancorp
12
US Bancorp
Minnesota
$1.39B 12,056,278 +429,368 +4%
Ameriprise
13
Ameriprise
Minnesota
$912M 7,907,084 -777,199 -9%
UCFA
14
United Capital Financial Advisors
Texas
$878M 7,609,037 +1,557,691 +26%
NA
15
NextCapital Advisers
Illinois
$772M 6,700,725 +1,085,569 +19%
Betterment LLC
16
Betterment LLC
New York
$747M 6,475,583 +701,178 +12%
AA
17
Acorns Advisers
California
$637M 5,523,848 +628,909 +13%
Goldman Sachs
18
Goldman Sachs
New York
$631M 5,472,879 +605,376 +12%
LPL Financial
19
LPL Financial
California
$606M 5,258,745 -586,908 -10%
UBS Group
20
UBS Group
Switzerland
$588M 5,099,666 +89,120 +2%
WI
21
WealthNavi Inc
Japan
$549M 4,762,629 +620,337 +15%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$515M 4,468,399 +46,152 +1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$504M 4,366,129 -104,308 -2%
Charles Schwab
24
Charles Schwab
California
$495M 4,290,952 +616,027 +17%
TF
25
TIAA FSB
Florida
$488M 4,233,291 +304,136 +8%
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