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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 %
CWG
301
Cornerstone Wealth Group
North Carolina
$14.6M -$2.16M -18,792 -13%
IWM
302
IHT Wealth Management
Illinois
$14.6M +$2.38M +20,873 +19%
GLLW
303
Graves Light Lenhart Wealth
Virginia
$14.5M +$1M +8,818 +7%
WT
304
Whittier Trust
California
$14.5M +$628K +5,514 +5%
BCM
305
Brookstone Capital Management
Illinois
$14.4M +$4.27M +37,508 +42%
BFWA
306
Benchmark Financial Wealth Advisors
Florida
$14.3M +$551K +4,844 +4%
NYLIM
307
New York Life Investment Management
New York
$14.2M +$610K +5,357 +4%
Manulife (Manufacturers Life Insurance)
308
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M -$10.3M -90,684 -42%
BWCS
309
Beirne Wealth Consulting Services
Connecticut
$13.9M +$292K +2,566 +2%
HW
310
Hancock Whitney
Mississippi
$13.8M +$4.54M +39,869 +49%
CL
311
CPWM LLC
Washington
$13.7M -$13.2K -116 -0.1%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$13.7M +$7.19M +63,193 +111%
DI
313
Diligent Investors
California
$13.7M +$468K +4,109 +4%
NAM
314
North American Management
Massachusetts
$13.6M +$764K +6,710 +6%
CH
315
Canton Hathaway
Rhode Island
$13.5M – – –
JWM
316
Janiczek Wealth Management
Colorado
$13.4M -$4.59M -40,343 -25%
Northern Trust
317
Northern Trust
Illinois
$13.3M +$1.69M +1,480,541 +14%
SBSB
318
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.3M +$6.62M +58,115 +99%
IWAG
319
Integer Wealth Advisors Group
Georgia
$13.1M +$6.22M +54,483 +90%
BC
320
Burleson & Co
California
$13M +$1.59M +14,005 +14%
ASN
321
Advisory Services Network
Georgia
$13M +$1.33M +11,642 +11%
HWA
322
Heartwood Wealth Advisors
Virginia
$12.9M +$1.03M +9,064 +9%
KPWG
323
KFA Private Wealth Group
Virginia
$12.8M +$337K +2,958 +3%
GAG
324
GM Advisory Group
New York
$12.3M +$265K +2,326 +2%
CAM
325
Caprin Asset Management
Virginia
$12.2M +$837K +7,354 +7%
11 12
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