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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.

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
1
JPMorgan Chase & Co
New York
$1.66B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
3
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
5
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.5B
4
TC
4
Toews Corporation
New Jersey
$0
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
76
Disciplina Capital Management
Tennessee
$105M 918,574 +325,234 +55%
AWM
77
AE Wealth Management
Kansas
$98.4M 864,820 -269,732 -24%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$98.1M 862,041 +18,429 +2%
MFM
79
MD Financial Management
Ontario, Canada
$98.1M 868,327 +57,284 +7%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$93.4M 810,216 – –
EA
81
Evergreen Advisors
Tennessee
$84.9M 746,195 +37,930 +5%
BAAM
82
Baker Avenue Asset Management
California
$83.4M 732,888 +32,988 +5%
CHP
83
Cable Hill Partners
Oregon
$82.5M 724,818 -22,076 -3%
ZIM
84
Zacks Investment Management
Illinois
$82M 720,778 +40,360 +6%
VIM
85
VCU Investment Management
Virginia
$82M 720,036 – –
EA
86
Efficient Advisors
Ohio
$79.4M 697,346 -74,308 -10%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$79.3M 696,825 +96,844 +16%
FCH
88
Freestone Capital Holdings
Washington
$78.4M 689,105 +22,586 +3%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$78.4M 689,000 +689,000 New
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$77.9M 684,531 -108,665 -14%
BCI
91
Brinker Capital Investments
Pennsylvania
$77.4M 680,278 -364,865 -35%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$76.3M 670,525 – –
F
93
F3Logic
Minnesota
$74.5M 654,798 +107,332 +20%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$74.4M 653,633 -363,410 -36%
Jane Street
95
Jane Street
New York
$73.1M 642,274 -1,373,936 -68%
BHWM
96
Bar Harbor Wealth Management
New Hampshire
$71.6M 629,392 +52,921 +9%
TCM
97
Twele Capital Management
Minnesota
$71.6M 628,640 +79,085 +14%
MCWS
98
McKinley Carter Wealth Services
West Virginia
$71M 623,439 +558,567 +861%
HI
99
Horizon Investments
North Carolina
$70.7M 621,031 +621,031 New
FMC
100
First Merchants Corp
Indiana
$68.9M 605,317 +34,330 +6%
2 3
4
5 6