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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 %
ZCM
601
Ziegler Capital Management
Illinois
$3.21M +$1.45M +12,774 +83%
HSA
602
HBK Sorce Advisory
Pennsylvania
$3.21M +$735K +6,457 +30%
DC
603
DeDora Capital
California
$3.19M -$57.3K -503 -2%
PP
604
Prosperity Planning
Missouri
$3.16M -$2.81M – –
LWAC
605
Laurel Wealth Advisors (California)
California
$3.16M -$400K -3,510 -11%
VFIC
606
Valley Forge Investment Consultants
Pennsylvania
$3.15M +$8.88K +78 +0.3%
FF
607
FourThought Financial
Florida
$3.14M +$23K +202 +0.7%
NFG
608
Next Financial Group
Texas
$3.13M -$2.13M -18,748 -41%
RSWM
609
Robertson Stephens Wealth Management
California
$3.13M -$1.67M -14,691 -35%
BSSFA
610
Baron Silver Stevens Financial Advisors
Florida
$3.12M +$2.66M +23,369 +579%
GBT
611
Grove Bank & Trust
Florida
$3.09M +$315K +2,770 +11%
PFG
612
Pacific Financial Group
Washington
$3.09M -$115K -1,007 -4%
First Trust Advisors
613
First Trust Advisors
Illinois
$3.09M +$548K +4,810 +22%
KBFS
614
Kohmann Bosshard Financial Services
Ohio
$3.09M +$139K +1,224 +5%
SWPG
615
Strategic Wealth Partners Group
Illinois
$3.08M -$3.74M -32,895 -55%
MAM
616
Meeder Asset Management
Ohio
$3.06M -$2.83M -24,855 -48%
TSS
617
Two Sigma Securities
New York
$3.05M +$2.63M +23,112 +631%
UB
618
UMB Bank
Missouri
$3.04M +$123K +1,081 +4%
SFP
619
Strategic Financial Partners
Oregon
$3.03M -$595K -5,230 -16%
IAIM
620
International Assets Investment Management
Florida
$3.01M +$1.52M +13,087 +102%
CCT
621
Country Club Trust
Missouri
$3M -$290K -2,545 -9%
BS
622
Banco Santander
Spain
$2.99M – – –
BFIC
623
Bedell Frazier Investment Counselling
California
$2.99M +$59.2K +520 +2%
TCM
624
Traynor Capital Management
Pennsylvania
$2.93M -$140K -1,227 -5%
CWA
625
Clarus Wealth Advisors
Arizona
$2.88M -$988K -8,649 -26%
23 24
25
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