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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
+$741M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$648M
3
Bank of America
Bank of America
North Carolina
+$555M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$327M
5
BlackRock
BlackRock
New York
+$320M

Top Sellers

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
-$285M
3
Morgan Stanley
Morgan Stanley
New York
-$224M
4
MGB
Mass General Brigham
Massachusetts
-$169M
5
TC
Toews Corporation
New Jersey
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
576
Financial Management Concepts
Florida
$3.68M +$3.68M +32,305 New
AWMS
577
Advocacy Wealth Management Services
Georgia
$3.62M -$134M -1,174,769 -97%
BSB
578
Bangor Savings Bank
Maine
$3.58M +$307K +2,695 +9%
AAM
579
Autus Asset Management
Arizona
$3.54M -$45.9K -403 -1%
Bank Julius Baer & Co
580
Bank Julius Baer & Co
Switzerland
$3.54M -$7.78M -68,340 -69%
RTC
581
Riverview Trust Company
Washington
$3.53M -$52.3K -459 -1%
AF
582
Advisornet Financial
Minnesota
$3.49M +$388K +3,408 +13%
SW
583
SVB Wealth
Massachusetts
$3.47M +$116K +1,021 +3%
AWA
584
Aaron Wealth Advisors
Illinois
$3.45M -$4.25M -37,303 -55%
LFAS
585
Level Four Advisory Services
Texas
$3.42M +$161K +1,412 +5%
VanEck Associates
586
VanEck Associates
New York
$3.42M -$111K -974 -3%
IG
587
ING Group
Netherlands
$3.42M – – –
SAM
588
Sompo Asset Management
Japan
$3.41M -$8.53M -74,886 -71%
FA
589
Fiducient Advisors
Illinois
$3.36M +$3.36M +29,487 New
HAS
590
HBW Advisory Services
California
$3.36M -$83.1K -730 -2%
CC
591
Cedar Capital
Illinois
$3.35M -$678K -5,956 -17%
CCG
592
Cypress Capital Group
Florida
$3.33M +$146K +1,286 +5%
HFA
593
High Falls Advisors
New York
$3.33M -$3.37M -29,645 -50%
WCG
594
Weaver Consulting Group
California
$3.3M -$1.13M -9,908 -25%
ACA
595
Anchor Capital Advisors
Massachusetts
$3.28M -$392K -3,448 -11%
NI
596
NYL Investors
New York
$3.27M +$68.3K +600 +2%
FAM
597
Flaharty Asset Management
Florida
$3.26M -$22.2K -195 -0.7%
CAN
598
Claraphi Advisory Network
United States
$3.25M +$558K +4,898 +21%
PCMK
599
Paragon Capital Management (Kansas)
Kansas
$3.24M -$120K -1,048 -4%
CCA
600
Cadent Capital Advisors
Oklahoma
$3.22M -$2.42M -21,301 -43%
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