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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 %
CPO
626
Cerity Partners OCIO
New York
$2.88M -$252K -2,210 -8%
APWA
627
Atlas Private Wealth Advisors
New Jersey
$2.81M -$988K -8,684 -26%
HWMA
628
Heritage Wealth Management (Arizona)
Arizona
$2.8M +$2.8M +24,622 New
WEPOG
629
Wealth Enhancement & Preservation of GA
Georgia
$2.79M +$38.3K +335 +1%
HI
630
Human Investing
Oregon
$2.78M +$306K +2,690 +12%
TC
631
TownSquare Capital
Utah
$2.78M +$2.27M +19,986 +450%
CGA
632
Crescent Grove Advisors
Illinois
$2.78M +$2.78M +24,405 New
WFA
633
Wells Financial Advisors
Massachusetts
$2.75M -$1.3M -11,435 -32%
APP
634
Avantax Planning Partners
Iowa
$2.75M -$150K -1,320 -5%
CMBA
635
C.M. Bidwell & Associates
Hawaii
$2.73M +$230K +2,019 +9%
RCM
636
Regency Capital Management
Hawaii
$2.73M +$2.73M +23,980 New
SI
637
Stephens Inc
Arkansas
$2.72M -$270K -2,375 -9%
BB
638
Busey Bank
Illinois
$2.69M -$59.5K -523 -2%
CRCM
639
Corbett Road Capital Management
Virginia
$2.68M -$2.97M -26,131 -53%
AWM
640
Accel Wealth Management
Iowa
$2.66M +$191K +1,676 +8%
FCMT
641
Founders Capital Management (Texas)
Texas
$2.66M -$319K -2,805 -11%
JIR
642
James Investment Research
Ohio
$2.65M -$244K -2,141 -8%
TC
643
Telemus Capital
Michigan
$2.64M +$53.1K +467 +2%
IFAM
644
Institutional & Family Asset Management
Colorado
$2.62M -$1.73M -15,221 -40%
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$2.62M +$152K +1,331 +6%
BL
646
BFSG LLC
California
$2.61M -$4.97M -43,653 -66%
CS
647
Comerica Securities
Michigan
$2.6M -$368K -3,230 -12%
VAM
648
Verity Asset Management
North Carolina
$2.6M +$2.36M +20,718 +984%
EW
649
Evoke Wealth
California
$2.58M – – –
FPW
650
Flagship Private Wealth
Massachusetts
$2.57M +$153K +1,345 +6%
24 25
26
27 28