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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 %
IC
976
Inscription Capital
Texas
$671K -$52.5K -461 -7%
DFA
977
Delta Financial Advisors
Louisiana
$671K +$5.92K +52 +0.9%
SFG
978
SageGuard Financial Group
Tennessee
$668K +$52.8K +465 +9%
SCG
979
Sonata Capital Group
Washington
$663K – – –
PAM
980
Palisade Asset Management
Minnesota
$661K +$2.05K +18 +0.3%
PC
981
Permanens Capital
New York
$657K -$72.4K -636 -10%
MFG
982
MidWestOne Financial Group
Iowa
$651K – – –
PMFA
983
Plante Moran Financial Advisors
Michigan
$651K +$51.5K +452 +9%
CQS
984
Credential Qtrade Securities
$650K +$387K +3,404 +148%
MAM
985
MMA Asset Management
Pennsylvania
$640K -$223K -1,957 -26%
LNB
986
Ledyard National Bank
$636K +$263K +2,309 +71%
AIM
987
Arcadia Investment Management
Michigan
$632K – – –
AFIA
988
America First Investment Advisors
Nebraska
$632K +$109K +953 +21%
DAM
989
Delta Asset Management
Tennessee
$630K +$23.5K +206 +4%
HWA
990
Heritage Wealth Advisors
Virginia
$628K -$135K -1,188 -18%
GPC
991
Garrison Point Capital
California
$628K – – –
AIA
992
Angeles Investment Advisors
California
$626K -$990K -8,700 -61%
MGI
993
MayTech Global Investments
New York
$626K – – –
TNB
994
Thomasville National Bank
Georgia
$622K +$144K +1,251 +30%
DIM
995
Delta Investment Management
California
$621K +$621K +5,452 New
APW
996
Aurora Private Wealth
New Jersey
$619K -$252K -2,212 -29%
WPC
997
White Pine Capital
Minnesota
$618K – – –
CBN
998
Cadence Bank NA
Texas
$618K – – –
TFS
999
Thoroughbred Financial Services
Tennessee
$617K -$81.4K -716 -12%
RBA
1000
Richard Bernstein Advisors
New York
$612K -$21.3M -187,406 -97%
38 39
40
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