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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,441 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, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.66B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
3
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
5
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.5B
4
MGB
4
Mass General Brigham
Massachusetts
$233M
5
TC
5
Toews Corporation
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$22M +$7.96M +69,837 +57%
WB
227
Webster Bank
Connecticut
$21.6M +$1.28M +11,265 +6%
ACP
228
Aveo Capital Partners
Colorado
$21.6M +$13.5M +118,640 +168%
CFB
229
Cullen/Frost Bankers
Texas
$21.3M +$2.72M +23,934 +15%
G
230
Gainplan
Michigan
$20.9M -$1.2M -10,519 -5%
SF
231
Synovus Financial
Georgia
$20.8M -$2.65M -23,256 -11%
FSC
232
Full Sail Capital
Oklahoma
$20.6M +$1.4M +12,277 +7%
NAM
233
NorthCoast Asset Management
Connecticut
$20.6M +$233K +2,043 +1%
CFGS
234
Concourse Financial Group Securities
Alabama
$20.6M +$483K +4,244 +2%
SCP
235
Stamos Capital Partners
California
$20.2M -$46.3M -406,400 -70%
CWM
236
Chesapeake Wealth Management
Virginia
$20.2M +$1.45M +12,752 +8%
SWM
237
Shakespeare Wealth Management
Wisconsin
$20.1M +$1.82M +16,011 +10%
PL
238
Protective Life
Alabama
$20M – – –
SIM
239
SSI Investment Management
California
$19.9M -$6.9M -60,589 -26%
VCM
240
Verger Capital Management
North Carolina
$19.7M +$64.8K +569 +0.3%
SWA
241
Stratos Wealth Advisors
Ohio
$19.6M +$5.17M +45,383 +36%
SPP
242
Single Point Partners
Massachusetts
$19.6M +$1.21M +10,605 +7%
FHC
243
Fort Henry Capital
West Virginia
$19.5M +$1.42M +12,436 +8%
ECG
244
Edge Capital Group
Georgia
$19.4M +$44.4K +390 +0.2%
GGS
245
Galvin Gaustad & Stein
Arizona
$19.4M +$57.5K +505 +0.3%
PJSIMP
246
P.J. Schmidt Investment Management (PJS)
Wisconsin
$19.4M +$4.4M +38,453 +29%
TCPWM
247
Traverso Chambers Private Wealth Management
California
$19.2M +$1.35M +11,903 +8%
BB
248
Bell Bank
North Dakota
$18.9M +$2.11M +18,573 +13%
DP
249
DDD Partners
Washington
$18.9M +$1.81M +15,901 +11%
SHWM
250
Smith & Howard Wealth Management
Georgia
$18.7M +$3.44M +30,211 +23%
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