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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 %
APWM
651
Atlas Private Wealth Management
New York
$2.57M -$534K -4,692 -17%
BJL
652
Brighton Jones LLC
Washington
$2.57M +$261K +2,289 +11%
PVH
653
Psagot Value Holdings
Israel
$2.56M +$2.56M +22,500 New
PCA
654
Providence Capital Advisors
North Carolina
$2.56M +$258K +2,267 +11%
CIAS
655
Capital Investment Advisory Services
North Carolina
$2.56M +$699K +6,139 +38%
CAC
656
Certified Advisory Corp
Florida
$2.52M +$2.52M +22,097 New
BFG
657
Baron Financial Group
New Jersey
$2.51M +$1.61M +14,100 +177%
PG
658
Prostatis Group
Maryland
$2.51M -$711K -6,250 -22%
PA
659
PFG Advisors
Arizona
$2.5M +$512K +4,502 +26%
AWE
660
Avidian Wealth Enterprises
Texas
$2.49M -$9.37M -82,350 -79%
FTUS
661
Flow Traders U.S.
New York
$2.48M +$2.48M +21,765 New
DCM
662
Donaldson Capital Management
Indiana
$2.46M -$154K -1,357 -6%
TFA
663
Tranquilli Financial Advisor
New Jersey
$2.45M +$80.8K +710 +3%
Squarepoint
664
Squarepoint
New York
$2.41M +$2.41M +21,146 New
FAN
665
Financial Advisors Network
California
$2.4M +$272K +2,392 +13%
CAM
666
Chandler Asset Management
California
$2.38M – – –
TSW
667
Thompson Siegel & Walmsley
Virginia
$2.38M +$110K +966 +5%
GSIS
668
Global Strategic Investment Solutions
Arizona
$2.31M +$2.31M +20,325 New
WA
669
Wealth Alliance
New York
$2.31M -$24.6K -216 -1%
Lido Advisors
670
Lido Advisors
California
$2.3M -$191K -1,682 -8%
SMC
671
Smith, Moore & Co
Missouri
$2.3M +$32.8K +288 +1%
FWP
672
FAS Wealth Partners
Kansas
$2.29M +$210K +1,842 +10%
KPW
673
Kore Private Wealth
New York
$2.28M +$4.21K +37 +0.2%
RFG
674
Range Financial Group
Oregon
$2.28M +$2.28M +19,998 New
WP
675
WealthShield Partners
North Carolina
$2.26M -$9.52M -83,648 -81%
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