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iShares Core US Aggregate Bond ETF
AGG

1,447 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, 613 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: 613 | 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 (+$148M)

0% less funds holding

Funds holding: 1,453 → 1,447 (-6)

7% less funds holding in top 10

Funds holding in top 10: 295 → 275 (-20)

Holders
1,447
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.4%
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
613
Reduced
565
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$754M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$659M
3
Bank of America
Bank of America
North Carolina
+$565M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$333M
5
BlackRock
BlackRock
New York
+$326M

Top Sellers

Rank Fund Capital Flow
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
-$290M
3
Morgan Stanley
Morgan Stanley
New York
-$228M
4
TC
Toews Corporation
New Jersey
-$168M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
826
Berkeley Inc
Idaho
$1.3M -$10.2K -88 -0.8%
MFG
827
Merit Financial Group
Georgia
$1.29M +$388K +3,354 +42%
BWP
828
Bernardo Wealth Planning
Pennsylvania
$1.29M -$1.26M -10,860 -49%
RCP
829
Rothschild Capital Partners
New York
$1.29M – – –
DI
830
Disciplined Investments
Oklahoma
$1.29M +$3.71K +32 +0.3%
KW
831
KWB Wealth
California
$1.28M -$5.69M -49,163 -81%
WIA
832
Wealthstreet Investment Advisors
Texas
$1.28M +$116K +1,000 +10%
VVP
833
Venture Visionary Partners
Ohio
$1.28M +$396K +3,419 +44%
SFP
834
Sandbox Financial Partners
Maryland
$1.28M -$356K -3,077 -22%
WWM
835
Windsor Wealth Management
Indiana
$1.27M +$55.1K +476 +4%
W
836
WealthOne
New York
$1.27M +$1.29M +11,125 New
BCM
837
BTC Capital Management
Iowa
$1.25M – – –
SPA
838
Sentinel Pension Advisors
Massachusetts
$1.25M +$1.39M +11,982 +134%
MWM
839
Madison Wealth Management
Ohio
$1.25M +$481K +4,157 +61%
GFP
840
Gryphon Financial Partners
Ohio
$1.25M +$284K +2,454 +29%
DWM
841
Darwin Wealth Management
Florida
$1.23M -$520K -4,494 -29%
SAS
842
Sanford Advisory Services
Michigan
$1.23M -$212K -1,832 -15%
IFWM
843
Institute for Wealth Management
Colorado
$1.22M +$196K +1,693 +19%
WIA
844
World Investment Advisors
California
$1.22M +$94.4K +815 +8%
HAC
845
Harbor Advisory Corp
New Hampshire
$1.21M +$1.24M +10,668 New
TWA
846
TPB Wealth Advisors
Texas
$1.2M -$174K -1,500 -13%
EW
847
Element Wealth
Mississippi
$1.2M -$125K -1,078 -9%
SMDAM
848
Sumitomo Mitsui DS Asset Management
Japan
$1.2M -$505K -4,365 -29%
PPW
849
Parcion Private Wealth
Washington
$1.19M -$34.7K -300 -3%
AT
850
Arden Trust
Delaware
$1.19M -$2.1M -18,135 -63%
32 33
34
35 36

AGG Hedge Fund Activity: Q1 2021 in Review

1,447 of the 5,696 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 613 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.

  • 1,447 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2021, down from 1,453 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.