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iShares Core US Aggregate Bond ETF

1,446 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, 612 increasing their positions, 565 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $8.73M

8% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 565

6% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 110

0.83% more ownership

Funds ownership: 77.87%78.7% (+0.83%)

0% more capital invested

Capital invested by funds: $65.4B → $65.5B (+$149M)

0% less funds holding

Funds holding: 1,4521,446 (-6)

7% less funds holding in top 10

Funds holding in top 10: 295275 (-20)

Holders
1,446
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.39%
Holding in Top 10
275
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-6.78%
% of All Funds
4.83%
New
117
Increased
612
Reduced
565
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
51
Balentine LLC
Georgia
$203M +$9.48M +81,904 +5%
DWM
52
Destination Wealth Management
California
$188M +$7.4M +63,879 +4%
AssetMark Inc
53
AssetMark Inc
California
$187M +$161M +1,388,841 +542%
Members Trust
54
Members Trust
Florida
$175M -$33.4M -288,839 -16%
PPA
55
Parametric Portfolio Associates
Washington
$169M +$18M +155,355 +12%
SEIA
56
Signature Estate & Investment Advisors
California
$162M +$45.1M +389,793 +38%
Victory Capital Management
57
Victory Capital Management
Texas
$145M +$41.2M +355,757 +39%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$144M -$19.2M -165,474 -12%
Allianz Asset Management
59
Allianz Asset Management
Germany
$142M +$7.03M +60,668 +5%
WCM
60
Windham Capital Management
Massachusetts
$141M +$10.1M +87,160 +8%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$139M +$30.6M +264,213 +28%
KeyBank National Association
62
KeyBank National Association
Ohio
$139M -$10.2M -87,760 -7%
SBL
63
Sargent Bickham Lagudis
Colorado
$136M +$6.38M +55,070 +5%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$135M -$27.2M -234,628 -17%
AWS
65
AJ Wealth Strategies
New York
$129M +$11.8M +101,612 +10%
SFA
66
Sequoia Financial Advisors
Ohio
$126M -$2.02M -17,469 -2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$125M +$9.15M +78,979 +8%
CWM
68
Campbell Wealth Management
Virginia
$121M +$6.16M +53,172 +5%
LS
69
Liquid Strategies
Georgia
$121M -$1.25M -10,757 -1%
MA
70
MCF Advisors
Kentucky
$120M +$14.5M +125,343 +13%
WCM
71
Wealthcare Capital Management
Virginia
$117M +$10.2M +88,423 +9%
CWM
72
Cahaba Wealth Management
Georgia
$114M +$7.69M +66,384 +7%
CTB
73
Country Trust Bank
Illinois
$114M +$41.8M +361,121 +57%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$109M +$3.77M +32,546 +4%
HighTower Advisors
75
HighTower Advisors
Illinois
$106M +$8.48M +73,268 +9%

AGG Hedge Fund Activity: Q1 2021 in Review

1,446 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2021, worth a combined $65.5B — up 0.23% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AGG positions and 110 closed out — a net gain of 7 holders — while 612 added to existing stakes and 565 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $754M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $882M sold.

  • 1,446 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2021, down from 1,452 in Q4 2020.
  • Funds reported $65.5B of iShares Core US Aggregate Bond ETF stock for Q1 2021, up 0.23% quarter-over-quarter.
  • 117 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2021 and 110 closed out, a net change of +7 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $754M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $882M sold.

Based on aggregated 13F filings for Q1 2021.