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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 %
CFG
726
Citizens Financial Group
Rhode Island
$1.87M +$91.9K +807 +5%
Fiera Capital (Canada)
727
Fiera Capital (Canada)
Quebec, Canada
$1.87M +$1.37M +12,045 +277%
FA
728
Fermata Advisors
California
$1.86M +$1.86M +16,309 New
TPWA
729
TRUE Private Wealth Advisors
Oregon
$1.85M +$925K +8,124 +100%
WS
730
Wedbush Securities
California
$1.84M -$61.8K -543 -3%
OMC
731
Old Mission Capital
Illinois
$1.83M +$1.83M +16,059 New
OWA
732
Outlook Wealth Advisors
Texas
$1.82M -$646K -5,670 -26%
HIM
733
HawsGoodwin Investment Management
Tennessee
$1.82M – – –
PFM
734
Parsec Financial Management
North Carolina
$1.81M -$262K -2,300 -13%
ML
735
McAdam LLC
Pennsylvania
$1.8M +$125K +1,094 +7%
CCA
736
Cobblestone Capital Advisors
New York
$1.8M +$24.1K +212 +1%
WTC
737
WhitTier Trust Company
Nevada
$1.79M +$26.2K +230 +1%
WSFS
738
Wilmington Savings Fund Society
Delaware
$1.79M -$11.4K -100 -0.6%
PAMG
739
Patton Albertson Miller Group
Tennessee
$1.76M -$549K -4,825 -24%
PA
740
Planning Alternatives
Michigan
$1.75M -$234K -2,055 -12%
NEPWA
741
New England Private Wealth Advisors
Massachusetts
$1.75M +$5.69K +50 +0.3%
MA
742
Modus Advisors
Minnesota
$1.73M +$16.6K +146 +1%
S
743
SignatureFD
Georgia
$1.72M +$562K +4,936 +48%
CGFA
744
Colton Groome Financial Advisors
North Carolina
$1.72M +$1.1M +9,659 +177%
EIP
745
Ellis Investment Partners
Pennsylvania
$1.72M -$380K -3,343 -18%
SSWM
746
Sheets Smith Wealth Management
North Carolina
$1.7M +$10.6K +93 +0.6%
SS
747
Sunbelt Securities
Texas
$1.7M -$131K -1,153 -7%
Citadel Advisors
748
Citadel Advisors
Florida
$1.7M +$1.7M +14,918 New
NRI
749
NFP Retirement Inc
California
$1.7M -$907K -7,965 -35%
T. Rowe Price Associates
750
T. Rowe Price Associates
Maryland
$1.69M +$1.09M +9,547 +180%
28 29
30
31 32