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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 %
BFC
751
Blue Fin Capital
Rhode Island
$1.69M +$128K +1,125 +8%
NWM
752
Northwest Wealth Management
Iowa
$1.68M +$249K +2,186 +17%
BCP
753
Blue Chip Partners
Michigan
$1.67M +$95.5K +839 +6%
PIA
754
Perennial Investment Advisors
California
$1.66M -$240K -2,109 -13%
EPWM
755
Essex Private Wealth Management
Massachusetts
$1.65M +$911 +8 +0.1%
CC
756
Centiva Capital
New York
$1.65M +$1.65M +14,500 New
SRC
757
Shufro Rose & Co
New York
$1.64M -$42.5K -373 -3%
MHR
758
Matthew Hamilton Rosenberg
$1.63M -$151K -1,330 -8%
QA
759
Quantitative Advantage
Minnesota
$1.63M +$178K +1,568 +12%
BWA
760
Beam Wealth Advisors
Louisiana
$1.63M -$428K -3,759 -21%
MG
761
Mather Group
Illinois
$1.63M -$20.6K -181 -1%
ACM
762
AUA Capital Management
Pennsylvania
$1.63M – – –
AIA
763
Avalon Investment & Advisory
Texas
$1.61M +$474K +4,162 +42%
PI
764
PineBridge Investments
New York
$1.61M -$114K -1,000 -7%
VWM
765
Vigilare Wealth Management
Arizona
$1.61M +$377K +3,309 +31%
WFAG
766
Wescott Financial Advisory Group
Pennsylvania
$1.6M +$265K +2,329 +20%
NB
767
Northwest Bancshares
Pennsylvania
$1.6M -$620K -5,447 -28%
LFF
768
Level Four Financial
Texas
$1.6M -$74.3K -653 -4%
NFP
769
Novak Financial Planning
Maryland
$1.6M -$19.6K -172 -1%
SCA
770
Snowden Capital Advisors
New York
$1.59M +$101K +891 +7%
GWM
771
GSB Wealth Management
Connecticut
$1.59M +$1.59M +13,973 New
SAMC
772
Spectrum Asset Management (Connecticut)
Connecticut
$1.58M -$273K -2,399 -15%
FT
773
Fiduciary Trust
Massachusetts
$1.55M -$227K -1,992 -13%
Retirement Systems of Alabama
774
Retirement Systems of Alabama
Alabama
$1.54M – – –
CCM
775
Crabel Capital Management
California
$1.52M -$13.7M -120,239 -90%
29 30
31
32 33