AGG icon

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 %
BP
676
Ballentine Partners
Massachusetts
$2.24M -$97.3K -855 -4%
ZF
677
Zhang Financial
Michigan
$2.23M +$2.23M +19,584 New
FFA
678
Fragasso Financial Advisors
Pennsylvania
$2.23M -$783K -6,881 -26%
CI
679
Cambiar Investors
Colorado
$2.22M +$275K +2,414 +14%
IF
680
Intrua Financial
Texas
$2.22M +$1.84M +16,116 +495%
MWM
681
Meridian Wealth Management
Kentucky
$2.21M +$19.6K +172 +0.9%
WWM
682
Western Wealth Management
Colorado
$2.21M -$639K -5,616 -22%
EW
683
Emerson Wealth
Michigan
$2.21M +$24.9K +1,317 +1%
SS
684
Simplicity Solutions
Minnesota
$2.2M -$102M -898,701 -98%
AIM
685
Astor Investment Management
Illinois
$2.19M +$1.73M +15,220 +378%
CST
686
Charles Schwab Trust
Nevada
$2.19M -$18.6K -163 -0.8%
SFPM
687
Sensible Financial Planning & Management
Massachusetts
$2.18M -$21.4K -188 -1%
State Street
688
State Street
Massachusetts
$2.17M +$25K +220 +1%
HIP
689
HUB Investment Partners
Texas
$2.17M +$2.17M +19,064 New
SFP
690
Shepherd Financial Partners
Massachusetts
$2.16M -$506K -4,442 -19%
Koshinski Asset Management
691
Koshinski Asset Management
Illinois
$2.16M +$51.3K +451 +2%
FC
692
FCA Corp
Texas
$2.16M +$55.4K +487 +3%
GW
693
GW & Wade
Massachusetts
$2.15M -$41.3K -363 -2%
PTC
694
Private Trust Company
Ohio
$2.15M -$331K -2,909 -13%
CCM
695
Canal Capital Management
Virginia
$2.15M +$25.4K +223 +1%
WMA
696
Wealth Management Associates
New Jersey
$2.13M -$47.2K -415 -2%
G
697
GenTrust
Florida
$2.13M +$2.13M +18,674 New
NFP
698
Narus Financial Partners
Utah
$2.11M +$2.11M +18,495 New
PG
699
Patten Group
Tennessee
$2.1M -$77.5K -681 -4%
MWC
700
MKD Wealth Coaches
Michigan
$2.1M -$531K -4,660 -20%
26 27
28
29 30