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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.

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
1
JPMorgan Chase & Co
New York
$1.66B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
3
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
5
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.5B
4
TC
4
Toews Corporation
New Jersey
$0
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
BL
51
Balentine LLC
Georgia
$203M 1,787,625 +81,904 +5%
DWM
52
Destination Wealth Management
California
$188M 1,653,215 +63,879 +4%
AssetMark Inc
53
AssetMark Inc
California
$187M 1,645,184 +1,388,841 +542%
Members Trust
54
Members Trust
Florida
$175M 1,537,634 -288,839 -16%
PPA
55
Parametric Portfolio Associates
Washington
$169M 1,485,790 +155,355 +12%
SEIA
56
Signature Estate & Investment Advisors
California
$162M 1,425,183 +389,793 +38%
Victory Capital Management
57
Victory Capital Management
Texas
$145M 1,271,651 +355,757 +39%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$144M 1,264,167 -165,474 -12%
Allianz Asset Management
59
Allianz Asset Management
Germany
$142M 1,244,147 +60,668 +5%
WCM
60
Windham Capital Management
Massachusetts
$141M 1,238,395 +87,160 +8%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$139M 1,220,772 +264,213 +28%
KeyBank National Association
62
KeyBank National Association
Ohio
$139M 1,217,917 -87,760 -7%
SBL
63
Sargent Bickham Lagudis
Colorado
$136M 1,191,914 +55,070 +5%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$135M 1,183,742 -234,628 -17%
AWS
65
AJ Wealth Strategies
New York
$129M 1,135,928 +101,612 +10%
SFA
66
Sequoia Financial Advisors
Ohio
$126M 1,102,942 -17,469 -2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$125M 1,099,191 +78,979 +8%
CWM
68
Campbell Wealth Management
Virginia
$121M 1,062,899 +53,172 +5%
LS
69
Liquid Strategies
Georgia
$121M 1,059,830 -10,757 -1%
MA
70
MCF Advisors
Kentucky
$120M 1,056,679 +125,343 +13%
WCM
71
Wealthcare Capital Management
Virginia
$117M 1,031,566 +88,423 +9%
CWM
72
Cahaba Wealth Management
Georgia
$114M 1,005,388 +66,384 +7%
CTB
73
Country Trust Bank
Illinois
$114M 997,546 +361,121 +57%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$109M 955,685 +32,546 +4%
HighTower Advisors
75
HighTower Advisors
Illinois
$106M 931,095 +73,268 +9%
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