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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 %
JAG
851
Journey Advisory Group
Kentucky
$1.18M +$4.9K +43 +0.4%
GA
852
Gateway Advisory
New Jersey
$1.18M +$36.7K +322 +3%
FC
853
Financial Consulate
Maryland
$1.18M – – –
ECM
854
Evergreen Capital Management
Washington
$1.17M -$13.9K -122 -1%
LFG
855
Larson Financial Group
Missouri
$1.16M +$13.2K +116 +1%
AA
856
Advisory Alpha
Michigan
$1.15M +$1.15M +10,080 New
OAM
857
Occidental Asset Management
California
$1.14M +$50.6K +444 +5%
PFP
858
Pinnacle Financial Partners
Tennessee
$1.12M +$572K +4,953 +104%
TNBTD
859
Trustmark National Bank Trust Department
Mississippi
$1.12M +$105K +922 +10%
ANBT
860
American National Bank & Trust
Texas
$1.11M +$39.3K +345 +4%
JPLA
861
Joseph P. Lucia & Associates
New York
$1.11M +$86.1K +756 +8%
NCM
862
Northwest Capital Management
Oregon
$1.11M +$17.4K +153 +2%
FFN
863
Focus Financial Network
Minnesota
$1.11M +$1.11M +9,759 New
RC
864
RegentAtlantic Capital
New Jersey
$1.1M -$1.72M -15,143 -61%
AWM
865
Avior Wealth Management
Nebraska
$1.1M -$72.6K -638 -6%
PA
866
Procyon Advisors
Connecticut
$1.1M +$119K +1,043 +12%
PFGIA
867
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M +$44.4K +390 +4%
BFM
868
Broadview Financial Management
Wisconsin
$1.09M -$2.14M -18,786 -66%
MAM
869
Marquette Asset Management
Minnesota
$1.06M -$10.8K -95 -1%
SWM
870
Stockman Wealth Management
Montana
$1.06M +$78.7K +691 +8%
HFP
871
Holistic Financial Partners
Indiana
$1.05M -$6.72K -59 -0.6%
WI
872
Wintrust Investments
Illinois
$1.04M +$1.04M +9,140 New
PWA
873
Physician Wealth Advisors
Utah
$1.04M -$82.1K -721 -7%
CF
874
Clarity Financial
Texas
$1.04M +$45.1K +396 +5%
CA
875
Cambridge Advisors
Nebraska
$1.03M – – –
33 34
35
36 37