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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 %
SFA
801
Stewardship Financial Advisors
Georgia
$1.4M -$79.1K -695 -5%
AIA
802
Arbor Investment Advisors
North Carolina
$1.4M +$149K +1,311 +12%
SAM
803
Strategy Asset Managers
California
$1.4M -$139K -1,224 -9%
GP
804
Girard Partners
Pennsylvania
$1.4M -$52.1K -458 -4%
CFFP
805
Center for Financial Planning
Michigan
$1.39M -$308K -2,707 -18%
KFAA
806
Klaas Financial Asset Advisors
Illinois
$1.38M +$134K +1,174 +11%
MWM
807
McNaughton Wealth Management
California
$1.37M +$274K +2,408 +25%
SFG
808
SNS Financial Group
Minnesota
$1.37M -$66.6K -585 -5%
UAS
809
United Asset Strategies
New York
$1.37M +$85.9K +755 +7%
B
810
Bailard
California
$1.36M +$332K +2,919 +32%
CAMG
811
CWA Asset Management Group
Florida
$1.36M -$21.2K -186 -2%
MPW
812
MA Private Wealth
California
$1.36M +$250K +2,198 +23%
ODIJL
813
One Day In July LLC
Vermont
$1.34M +$442K +3,880 +49%
TFS
814
TrustCore Financial Services
Tennessee
$1.34M +$24.1K +212 +2%
PAM
815
Peak Asset Management
Colorado
$1.33M -$80.9K -711 -6%
PA
816
Paracle Advisors
Washington
$1.33M +$151K +1,330 +13%
SAM
817
Summit Asset Management
Tennessee
$1.32M -$367K -3,225 -22%
MFA
818
Mayflower Financial Advisors
Massachusetts
$1.32M -$46.1K -405 -3%
KL
819
KWMG LLC
Kansas
$1.31M -$39.5K -347 -3%
FUBT
820
First United Bank & Trust
Maryland
$1.3M +$1.3M +11,421 New
OCG
821
Opus Capital Group
Ohio
$1.3M -$48.4K -425 -4%
BI
822
Berkeley Inc
Idaho
$1.3M -$10K -88 -0.8%
MFG
823
Merit Financial Group
Georgia
$1.3M +$382K +3,354 +42%
BWP
824
Bernardo Wealth Planning
Pennsylvania
$1.29M -$1.24M -10,860 -49%
RCP
825
Rothschild Capital Partners
New York
$1.29M – – –
31 32
33
34 35