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iShares Core US Aggregate Bond ETF

1,446 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 612 increasing their positions, 565 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $8.73M

8% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 565

6% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 110

0.83% more ownership

Funds ownership: 77.87%78.7% (+0.83%)

0% more capital invested

Capital invested by funds: $65.4B → $65.5B (+$149M)

0% less funds holding

Funds holding: 1,4521,446 (-6)

7% less funds holding in top 10

Funds holding in top 10: 295275 (-20)

Holders
1,446
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.39%
Holding in Top 10
275
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-6.78%
% of All Funds
4.83%
New
117
Increased
612
Reduced
565
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$22M +$8.09M +69,837 +57%
WB
227
Webster Bank
Connecticut
$21.6M +$1.3M +11,265 +6%
ACP
228
Aveo Capital Partners
Colorado
$21.6M +$13.7M +118,640 +168%
CFB
229
Cullen/Frost Bankers
Texas
$21.3M +$2.77M +23,934 +15%
G
230
Gainplan
Michigan
$20.9M -$1.22M -10,519 -5%
SF
231
Synovus Financial
Georgia
$20.8M -$2.69M -23,256 -11%
FSC
232
Full Sail Capital
Oklahoma
$20.6M +$1.42M +12,277 +7%
NAM
233
NorthCoast Asset Management
Connecticut
$20.6M +$237K +2,043 +1%
CFGS
234
Concourse Financial Group Securities
Alabama
$20.6M +$491K +4,244 +2%
SCP
235
Stamos Capital Partners
California
$20.2M -$47.1M -406,400 -70%
CWM
236
Chesapeake Wealth Management
Virginia
$20.2M +$1.48M +12,752 +8%
SWM
237
Shakespeare Wealth Management
Wisconsin
$20.1M +$1.85M +16,011 +10%
PL
238
Protective Life
Alabama
$20M
SIM
239
SSI Investment Management
California
$19.9M -$7.02M -60,589 -26%
VCM
240
Verger Capital Management
North Carolina
$19.7M +$65.9K +569 +0.3%
SWA
241
Stratos Wealth Advisors
Ohio
$19.6M +$5.26M +45,383 +36%
SPP
242
Single Point Partners
Massachusetts
$19.6M +$1.23M +10,605 +7%
FHC
243
Fort Henry Capital
West Virginia
$19.5M +$1.44M +12,436 +8%
ECG
244
Edge Capital Group
Georgia
$19.4M +$45.2K +390 +0.2%
GGS
245
Galvin Gaustad & Stein
Arizona
$19.4M +$58.5K +505 +0.3%
PJSIMP
246
P.J. Schmidt Investment Management (PJS)
Wisconsin
$19.4M +$4.45M +38,453 +29%
TCPWM
247
Traverso Chambers Private Wealth Management
California
$19.2M +$1.38M +11,903 +8%
BB
248
Bell Bank
North Dakota
$18.9M +$2.15M +18,573 +13%
DP
249
DDD Partners
Washington
$18.9M +$1.84M +15,901 +11%
SHWM
250
Smith & Howard Wealth Management
Georgia
$18.7M +$3.5M +30,211 +23%

AGG Hedge Fund Activity: Q1 2021 in Review

1,446 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2021, worth a combined $65.5B — up 0.23% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AGG positions and 110 closed out — a net gain of 7 holders — while 612 added to existing stakes and 565 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $754M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $882M sold.

  • 1,446 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2021, down from 1,452 in Q4 2020.
  • Funds reported $65.5B of iShares Core US Aggregate Bond ETF stock for Q1 2021, up 0.23% quarter-over-quarter.
  • 117 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2021 and 110 closed out, a net change of +7 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $754M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $882M sold.

Based on aggregated 13F filings for Q1 2021.