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iShares Core US Aggregate Bond ETF

1,446 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, 612 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: 612 | 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 (+$149M)

0% less funds holding

Funds holding: 1,4521,446 (-6)

7% less funds holding in top 10

Funds holding in top 10: 295275 (-20)

Holders
1,446
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.39%
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
612
Reduced
565
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
76
Disciplina Capital Management
Tennessee
$105M +$37.7M +325,234 +55%
AWM
77
AE Wealth Management
Kansas
$98.4M -$31.2M -269,732 -24%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$98.1M +$2.13M +18,429 +2%
MFM
79
MD Financial Management
Ontario, Canada
$98.1M +$6.63M +57,284 +7%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$93.4M
EA
81
Evergreen Advisors
Tennessee
$84.9M +$4.39M +37,930 +5%
BAAM
82
Baker Avenue Asset Management
California
$83.4M +$3.82M +32,988 +5%
CHP
83
Cable Hill Partners
Oregon
$82.5M -$2.56M -22,076 -3%
ZIM
84
Zacks Investment Management
Illinois
$82M +$4.67M +40,360 +6%
VIM
85
VCU Investment Management
Virginia
$82M
EA
86
Efficient Advisors
Ohio
$79.4M -$8.6M -74,308 -10%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$79.3M +$11.2M +96,844 +16%
FCH
88
Freestone Capital Holdings
Washington
$78.4M +$2.62M +22,586 +3%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$78.4M +$79.8M +689,000 New
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$77.9M -$12.6M -108,665 -14%
BCI
91
Brinker Capital Investments
Pennsylvania
$77.4M -$42.2M -364,865 -35%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$76.3M
F
93
F3Logic
Minnesota
$74.5M +$12.4M +107,332 +20%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$74.4M -$42.1M -363,410 -36%
Jane Street
95
Jane Street
New York
$73.1M -$159M -1,373,936 -68%
BHWM
96
Bar Harbor Wealth Management
New Hampshire
$71.6M +$6.13M +52,921 +9%
TCM
97
Twele Capital Management
Minnesota
$71.6M +$9.16M +79,085 +14%
MCWS
98
McKinley Carter Wealth Services
West Virginia
$71M +$64.7M +558,567 +861%
HI
99
Horizon Investments
North Carolina
$70.7M +$71.9M +621,031 New
FMC
100
First Merchants Corp
Indiana
$68.9M +$3.98M +34,330 +6%

AGG Hedge Fund Activity: Q1 2021 in Review

1,446 of the 5,695 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 612 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.

  • 1,446 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2021, down from 1,452 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.