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iShares Core US Aggregate Bond ETF
AGG

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: 1,452 → 1,446 (-6)

7% less funds holding in top 10

Funds holding in top 10: 295 → 275 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$754M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$659M
3
Bank of America
Bank of America
North Carolina
+$565M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$333M
5
BlackRock
BlackRock
New York
+$326M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$882M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$290M
3
Morgan Stanley
Morgan Stanley
New York
-$228M
4
TC
Toews Corporation
New Jersey
-$168M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$418M -$15.7M -135,177 -4%
QI
27
QS Investors
New York
$415M -$7.53M -65,051 -2%
Stifel Financial
28
Stifel Financial
Missouri
$410M +$87.1M +752,481 +26%
AF
29
Allworth Financial
California
$374M +$194M +1,676,376 +104%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$312M +$8.83M +76,225 +3%
Truist Financial
31
Truist Financial
North Carolina
$307M -$4.27M -36,914 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$305M +$8.44M +72,882 +3%
SOMRS
33
State of Michigan Retirement System
Michigan
$301M +$48.4M +418,200 +19%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$301M +$91.1M +786,683 +42%
SG Americas Securities
35
SG Americas Securities
New York
$277M +$144M +1,244,135 +105%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$276M +$25M +216,283 +10%
VIA
37
Vantagepoint Investment Advisers
District of Columbia
$275M -$23M -198,980 -8%
DCC
38
Dow Chemical Company
Michigan
$269M +$274M +2,364,912 New
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$269M +$21M +181,258 +8%
Prudential Financial
40
Prudential Financial
New Jersey
$256M +$92.9M +802,362 +56%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M -$161M -1,386,600 -39%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$238M -$151M -1,300,000 -38%
MGB
43
Mass General Brigham
Massachusetts
$233M – – –
GC
44
Guggenheim Capital
Illinois
$227M -$7.06M -60,955 -3%
CS
45
Credit Suisse
Switzerland
$226M +$96.4M +832,298 +72%
Mariner
46
Mariner
Kansas
$223M -$11.7M -101,053 -5%
SWM
47
SigFig Wealth Management
California
$215M -$22M -189,912 -9%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$213M +$139M +1,200,333 +178%
AAS
49
Avantax Advisory Services
Texas
$209M +$27.9M +241,137 +15%
DADC
50
D.A. Davidson & Co
Montana
$204M +$22.8M +196,496 +12%
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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.