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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 %
WT
251
Washington Trust
Rhode Island
$18.7M -$35.3K -310 -0.2%
SB
252
Sunflower Bank
Texas
$18.6M -$6.71M -58,933 -26%
SPIA
253
Strategic Point Investment Advisors
Rhode Island
$18.4M +$121K +1,060 +0.7%
EIA
254
Edgemoor Investment Advisors
Maryland
$18.3M -$166K -1,459 -0.9%
ISWM
255
Independent Solutions Wealth Management
New York
$18.3M +$3.5M +30,720 +24%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$18.3M +$3.51M +30,803 +24%
PA
257
Parkside Advisors
California
$18.2M +$1.57M +13,809 +9%
W
258
WealthStone
Ohio
$18.2M +$1.72M +15,093 +10%
MWM
259
MTC Wealth Management
Florida
$18.2M +$18.2M +159,799 New
FSA
260
Financial Sense Advisors
California
$18M -$7.59M -66,715 -30%
APA
261
American Portfolios Advisors
New York
$18M +$4.24M +37,220 +31%
PFS
262
Prospera Financial Services
Texas
$17.9M -$1.37M -12,050 -7%
HTC
263
Haverford Trust Company
Pennsylvania
$17.7M +$17.3M +152,077 +4,760%
PWM
264
Pacific Wealth Management
California
$17.6M -$8.14M -71,510 -32%
VCM
265
Virtue Capital Management
Tennessee
$17.2M -$3.52M -30,939 -17%
TA
266
Tectonic Advisors
Texas
$17M +$2.36M +20,708 +16%
VOYA Investment Management
267
VOYA Investment Management
Georgia
$17M +$1.17M +10,276 +7%
RCAG
268
Rehmann Capital Advisory Group
Michigan
$17M -$833K -7,318 -5%
LFS
269
Legacy Financial Strategies
Kansas
$16.9M -$2.62M -23,017 -13%
RPWA
270
Regent Peak Wealth Advisors
Georgia
$16.8M +$2.02M +17,779 +14%
DT
271
Diversified Trust
Tennessee
$16.7M +$3.23M +28,405 +24%
UR
272
USCA RIA
Texas
$16.7M -$54.5M -478,811 -77%
SWP
273
Stratos Wealth Partners
Ohio
$16.5M -$7.01M -61,551 -30%
FA
274
Fountainhead AM
New Jersey
$16.5M +$2.22M +19,469 +16%
ACA
275
Affinity Capital Advisors
California
$16.5M +$1.85M +16,236 +13%
9 10
11
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