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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 %
TFA
701
Tobias Financial Advisors
Florida
$2.1M -$512K -4,502 -20%
Deutsche Bank
702
Deutsche Bank
Germany
$2.09M -$17.2M -151,458 -89%
BWA
703
BDO Wealth Advisors
Florida
$2.09M -$267K -2,344 -11%
BCM
704
Bowie Capital Management
Texas
$2.08M +$342K +3,000 +20%
CW
705
CreativeOne Wealth
Kansas
$2.08M -$982K -8,629 -32%
CAG
706
Csenge Advisory Group
Florida
$2.06M -$1.63M -14,290 -44%
UWPG
707
Ullmann Wealth Partners Group
Florida
$2.04M +$11.3K +99 +0.6%
PWM
708
Perigon Wealth Management
California
$2.04M +$545K +4,791 +37%
KWMG
709
King Wealth Management Group
Florida
$2.03M +$39.3K +345 +2%
DPI
710
Diversified Portfolios Inc
Michigan
$2.01M +$25.3K +222 +1%
MP
711
McDonald Partners
Ohio
$2M +$114 +1 +0%
BF
712
Blankinship & Foster
California
$2M -$145K -1,271 -7%
PA
713
Paragon Advisors
Texas
$1.99M -$6.06M -53,200 -75%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.99M -$985K -8,656 -33%
ERWM
715
Elk River Wealth Management
Colorado
$1.99M +$349K +3,064 +21%
BIA
716
Bigelow Investment Advisors
Maine
$1.99M -$192K -1,688 -9%
FFBTD
717
First Financial Bank - Trust Division
Ohio
$1.94M -$53.3K -468 -3%
ATC
718
Argent Trust Co
Tennessee
$1.93M +$105K +924 +6%
AM
719
Atwater Malick
Pennsylvania
$1.93M +$448K +3,934 +30%
GSAM
720
Grant Street Asset Management
Pennsylvania
$1.93M -$10.2M -89,204 -84%
CIBC Asset Management
721
CIBC Asset Management
Ontario, Canada
$1.92M – – –
KF
722
Krilogy Financial
Missouri
$1.9M +$15.9K +140 +0.8%
TIM
723
Total Investment Management
Arizona
$1.89M -$349K -3,028 -16%
MWM
724
MorganRosel Wealth Management
Colorado
$1.89M +$443K +3,893 +31%
TA
725
TrueWealth Advisors
Alabama
$1.87M -$685K -5,979 -27%
27 28
29
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