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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.

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
TC
4
Toews Corporation
New Jersey
$0
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$418M 3,674,925 -135,177 -4%
QI
27
QS Investors
New York
$415M 3,649,579 -65,051 -2%
Stifel Financial
28
Stifel Financial
Missouri
$410M 3,598,096 +752,481 +26%
AF
29
Allworth Financial
California
$374M 3,281,309 +1,676,376 +104%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$312M 2,742,830 +76,225 +3%
Truist Financial
31
Truist Financial
North Carolina
$307M 2,695,882 -36,914 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$305M 2,675,740 +72,882 +3%
SOMRS
33
State of Michigan Retirement System
Michigan
$301M 2,641,500 +418,200 +19%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$301M 2,641,224 +786,683 +42%
SG Americas Securities
35
SG Americas Securities
New York
$277M 2,432,338 +1,244,135 +105%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$276M 2,426,040 +216,283 +10%
VIA
37
Vantagepoint Investment Advisers
District of Columbia
$275M 2,413,525 -198,980 -8%
DCC
38
Dow Chemical Company
Michigan
$269M 2,364,912 +2,364,912 New
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$269M 2,358,794 +181,258 +8%
Prudential Financial
40
Prudential Financial
New Jersey
$256M 2,244,897 +802,362 +56%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M 2,189,400 -1,386,600 -39%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$238M 2,095,000 -1,300,000 -38%
MGB
43
Mass General Brigham
Massachusetts
– – – –
GC
44
Guggenheim Capital
Illinois
$227M 1,994,600 -60,955 -3%
CS
45
Credit Suisse
Switzerland
$226M 1,987,640 +832,298 +72%
Mariner
46
Mariner
Kansas
$223M 1,959,280 -101,053 -5%
SWM
47
SigFig Wealth Management
California
$215M 1,889,431 -189,912 -9%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$213M 1,875,533 +1,200,333 +178%
AAS
49
Avantax Advisory Services
Texas
$209M 1,833,316 +241,137 +15%
DADC
50
D.A. Davidson & Co
Montana
$204M 1,790,726 +196,496 +12%
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