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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 %
OA
901
Oxbow Advisors
Texas
$921K +$921K +8,090 New
BC
902
Burney Company
Virginia
$918K +$4.89K +43 +0.5%
PB
903
Pinnacle Bancorp
Nebraska
$917K +$46.4K +408 +5%
Kayne Anderson Rudnick Investment Management
904
Kayne Anderson Rudnick Investment Management
California
$915K -$366K -3,218 -29%
LRPA
905
L. Roy Papp & Associates
Arizona
$910K -$40.6K -357 -4%
AIS
906
American Investment Services
Massachusetts
$901K +$163K +1,428 +22%
GEA
907
Glen Eagle Advisors
New Jersey
$901K -$342 -3 -0%
SB
908
Strategic Blueprint
Georgia
$898K -$2.83M -24,827 -76%
WC
909
Whitney & Co
New York
$884K -$26M -228,277 -97%
IA
910
IFS Advisors
Kansas
$884K +$881K +7,743 +33,665%
CIR
911
Clear Investment Research
Georgia
$883K +$18K +158 +2%
OPA
912
Old Port Advisors
Maine
$882K +$299K +2,631 +51%
AIA
913
Alera Investment Advisors
Illinois
$880K +$6.49K +57 +0.7%
CBFP
914
Cedar Brook Financial Partners
Ohio
$878K +$133K +1,166 +18%
EAM
915
Evanson Asset Management
California
$877K +$156K +1,370 +22%
TNB
916
TCF National Bank
South Dakota
$867K +$3.99K +35 +0.5%
AWMG
917
Alliance Wealth Management Group
New Jersey
$859K +$58.7K +515 +7%
MWM
918
Mattern Wealth Management
Kansas
$857K -$200K -1,760 -19%
BSW
919
Buckingham Strategic Wealth
Missouri
$842K +$120K +1,051 +17%
FHC
920
First Heartland Consultants
Missouri
$835K -$936K -8,230 -53%
SFS
921
Summit Financial Strategies
Ohio
$833K +$96.6K +849 +13%
JSL
922
JT Stratford LLC
Georgia
$832K +$3.53K +31 +0.4%
AIC
923
Argus Investors Counsel
New York
$831K +$483K +4,240 +139%
RAM
924
Riggs Asset Management
Pennsylvania
$830K -$341 -3 -0%
FI
925
FormulaFolio Investments
Michigan
$824K -$20.9M -183,132 -96%
35 36
37
38 39