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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
JPMorgan Chase & Co
New York
$1.66B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
Morgan Stanley
New York
$1.5B
4
MGB
Mass General Brigham
Massachusetts
$233M
5
TC
Toews Corporation
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
501
Twin Focus Capital Partners
Massachusetts
$4.89M +$268K +2,351 +6%
MSAGDF
502
Moneda SA Administradora General de Fondos
Chile
$4.82M -$1.2M -10,527 -20%
JWS
503
Juncture Wealth Strategies
Arizona
$4.82M +$809K +7,107 +20%
MCG
504
MACRO Consulting Group
New Jersey
$4.82M -$355K -3,119 -7%
CAGAS
505
Capital Advisory Group Advisory Services
Minnesota
$4.81M -$325K -2,856 -6%
ST
506
Smithfield Trust
Pennsylvania
$4.8M -$1.36M -11,965 -22%
C
507
Clearshares
New York
$4.8M +$4.8M +42,126 New
LOPW
508
Live Oak Private Wealth
North Carolina
$4.78M -$629K -5,523 -12%
LWP
509
Lumature Wealth Partners
Georgia
$4.77M +$1.98M +17,388 +71%
PIMG
510
Patriot Investment Management Group
Tennessee
$4.77M +$407K +3,575 +9%
SAMC
511
Spectrum Asset Management (California)
California
$4.72M -$1.81M -15,896 -28%
RWRC
512
R.W. Roge & Company
New York
$4.68M +$19.1K +168 +0.4%
OFG
513
Omega Financial Group
California
$4.67M +$442K +3,887 +10%
NCM
514
New Capital Management
Texas
$4.66M +$914K +8,027 +24%
BFA
515
Beaumont Financial Advisors
Massachusetts
$4.66M +$1.49M +13,101 +47%
LFS
516
Lutz Financial Services
Nebraska
$4.64M +$3.09M +27,156 +199%
WAP
517
Wealthcare Advisory Partners
Pennsylvania
$4.63M +$220K +1,930 +5%
WP
518
Waycross Partners
Kentucky
$4.6M +$918K +8,068 +25%
WP
519
WealthSource Partners
California
$4.6M -$214K -1,879 -4%
DC
520
Davenport & Co
Virginia
$4.59M -$75.7K -665 -2%
CAM
521
Cresset Asset Management
Illinois
$4.58M -$495K -4,351 -10%
BAM
522
Baldrige Asset Management
Pennsylvania
$4.51M +$426K +3,739 +10%
AWM
523
Apollon Wealth Management
South Carolina
$4.51M +$2.39M +21,002 +113%
GVAG
524
Great Valley Advisor Group
Delaware
$4.48M -$982K -8,624 -18%
OC
525
Oppenheimer & Co
New York
$4.45M -$893K -7,849 -17%
19 20
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