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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 %
DI
826
Disciplined Investments
Oklahoma
$1.29M +$3.64K +32 +0.3%
KW
827
KWB Wealth
California
$1.29M -$5.6M -49,163 -81%
WIA
828
Wealthstreet Investment Advisors
Texas
$1.28M +$114K +1,000 +10%
VVP
829
Venture Visionary Partners
Ohio
$1.28M +$389K +3,419 +44%
SFP
830
Sandbox Financial Partners
Maryland
$1.28M -$351K -3,077 -22%
WWM
831
Windsor Wealth Management
Indiana
$1.27M +$54.2K +476 +4%
W
832
WealthOne
New York
$1.27M +$1.27M +11,125 New
BCM
833
BTC Capital Management
Iowa
$1.26M – – –
SPA
834
Sentinel Pension Advisors
Massachusetts
$1.25M +$716K +11,982 +134%
MWM
835
Madison Wealth Management
Ohio
$1.25M +$473K +4,157 +61%
GFP
836
Gryphon Financial Partners
Ohio
$1.25M +$279K +2,454 +29%
DWM
837
Darwin Wealth Management
Florida
$1.23M -$511K -4,494 -29%
SAS
838
Sanford Advisory Services
Michigan
$1.23M -$209K -1,832 -15%
IFWM
839
Institute for Wealth Management
Colorado
$1.22M +$193K +1,693 +19%
WIA
840
World Investment Advisors
California
$1.22M +$93K +815 +8%
HAC
841
Harbor Advisory Corp
New Hampshire
$1.21M +$1.21M +10,668 New
TWA
842
TPB Wealth Advisors
Texas
$1.2M -$180K -1,500 -13%
EW
843
Element Wealth
Mississippi
$1.2M -$123K -1,078 -9%
SMDAM
844
Sumitomo Mitsui DS Asset Management
Japan
$1.2M -$497K -4,365 -29%
PPW
845
Parcion Private Wealth
Washington
$1.19M -$34.1K -300 -3%
AT
846
Arden Trust
Delaware
$1.19M -$2.07M -18,135 -63%
CIA
847
Capital Investment Advisors
Georgia
$1.19M -$329K -2,889 -22%
FA
848
Fortis Advisors
Pennsylvania
$1.19M -$252K -6,793 -18%
QCIG
849
Quad-Cities Investment Group
Iowa
$1.19M +$126K +1,103 +12%
Neuberger Berman Group
850
Neuberger Berman Group
New York
$1.18M -$81K -712 -6%
32 33
34
35 36