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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 %
NA
926
Nottingham Advisors
New York
$823K -$97.2K -854 -11%
FMN
927
Financial Management Network
California
$822K -$106K -929 -11%
GWAM
928
Guardian Wealth Advisors (Minnesota)
Minnesota
$817K -$222K -1,951 -21%
MFG
929
Monumental Financial Group
Maryland
$811K +$811K +7,122 New
SCM
930
Stordahl Capital Management
Colorado
$810K +$13.4K +118 +2%
FC
931
Ferris Capital
Massachusetts
$806K – – –
SF
932
Summit Financial
New Jersey
$803K +$91.9K +807 +13%
EWM
933
Executive Wealth Management
Michigan
$802K -$8.59M -75,480 -91%
SFA
934
Souders Financial Advisors
Ohio
$800K +$800K +7,024 New
MAM
935
Madison Asset Management
Wisconsin
$795K -$296K -2,602 -27%
AWM
936
Affinity Wealth Management
Delaware
$793K -$299K -2,605 -27%
SIM
937
Stratos Investment Management
Ohio
$793K +$793K +6,963 New
WFA
938
Wellspring Financial Advisors
Ohio
$789K +$267K +2,313 +51%
SAF
939
Smith Anglin Financial
Texas
$788K -$2.57M -22,559 -77%
SLWS
940
Swaine & Leidel Wealth Services
Florida
$782K +$6.83K +60 +0.9%
WAG
941
Winthrop Advisory Group
Massachusetts
$777K +$8.2K +72 +1%
BWAM
942
Boyd Watterson Asset Management
Ohio
$775K +$9.68K +85 +1%
SP
943
Successful Portfolios
Florida
$774K -$228 -2 -0%
RWM
944
RKL Wealth Management
Pennsylvania
$756K +$39.7K +349 +6%
AA
945
ACT Advisors
North Carolina
$747K -$47.6K -416 -6%
SCA
946
Stillwater Capital Advisors
Pennsylvania
$740K -$4.55K -40 -0.6%
GT
947
Greenleaf Trust
Michigan
$739K -$406K -3,561 -35%
JWCA
948
J.W. Coons Advisors
Ohio
$737K +$94.5K +829 +15%
AWM
949
Avondale Wealth Management
Texas
$737K +$455K +4,000 +162%
LIM
950
Leavell Investment Management
Alabama
$731K – – –
36 37
38
39 40