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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
WT
251
Washington Trust
Rhode Island
$18.7M -$35.9K -310 -0.2%
SB
252
Sunflower Bank
Texas
$18.6M -$6.82M -58,933 -26%
SPIA
253
Strategic Point Investment Advisors
Rhode Island
$18.4M +$123K +1,060 +0.7%
EIA
254
Edgemoor Investment Advisors
Maryland
$18.3M -$169K -1,459 -0.9%
ISWM
255
Independent Solutions Wealth Management
New York
$18.3M +$3.56M +30,720 +24%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$18.3M +$3.57M +30,803 +24%
PA
257
Parkside Advisors
California
$18.2M +$1.6M +13,809 +9%
W
258
WealthStone
Ohio
$18.2M +$1.75M +15,093 +10%
MWM
259
MTC Wealth Management
Florida
$18.2M +$18.5M +159,799 New
FSA
260
Financial Sense Advisors
California
$18M -$7.73M -66,715 -30%
APA
261
American Portfolios Advisors
New York
$18M +$4.31M +37,220 +31%
PFS
262
Prospera Financial Services
Texas
$17.9M -$1.4M -12,050 -7%
HTC
263
Haverford Trust Company
Pennsylvania
$17.7M +$17.6M +152,077 +4,760%
PWM
264
Pacific Wealth Management
California
$17.6M -$8.28M -71,510 -32%
VCM
265
Virtue Capital Management
Tennessee
$17.2M -$3.58M -30,939 -17%
TA
266
Tectonic Advisors
Texas
$17M +$2.4M +20,708 +16%
VOYA Investment Management
267
VOYA Investment Management
Georgia
$17M +$1.19M +10,276 +7%
RCAG
268
Rehmann Capital Advisory Group
Michigan
$17M -$847K -7,318 -5%
LFS
269
Legacy Financial Strategies
Kansas
$16.9M -$2.67M -23,017 -13%
RPWA
270
Regent Peak Wealth Advisors
Georgia
$16.8M +$2.06M +17,779 +14%
DT
271
Diversified Trust
Tennessee
$16.7M +$3.29M +28,405 +24%
UR
272
USCA RIA
Texas
$16.7M -$55.4M -478,811 -77%
SWP
273
Stratos Wealth Partners
Ohio
$16.5M -$7.13M -61,551 -30%
FA
274
Fountainhead AM
New Jersey
$16.5M +$2.25M +19,469 +16%
ACA
275
Affinity Capital Advisors
California
$16.5M +$1.88M +16,236 +13%

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.