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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 %
JSA
1026
Jacobson & Schmitt Advisors
Wisconsin
$546K -$114 -1 -0%
DBRC
1027
D.B. Root & Company
Pennsylvania
$542K -$272K -2,394 -33%
SSC
1028
Syverson Strege & Co
Iowa
$539K +$101K +888 +23%
JG
1029
Jefferies Group
New York
$538K +$538K +4,723 New
AIC
1030
Archer Investment Corporation
Indiana
$536K -$27.9K -245 -5%
TCWM
1031
Total Clarity Wealth Management
Illinois
$531K -$28.8K -253 -5%
WDG
1032
Wealth Dimensions Group
Ohio
$528K +$94.9K +834 +22%
OGF
1033
Orin Green Financial
California
$527K -$287K -2,519 -35%
KCM
1034
Kanawha Capital Management
Virginia
$526K – – –
SSCA
1035
South Shore Capital Advisors
Massachusetts
$525K +$45.1K +396 +9%
BCM
1036
Brookmont Capital Management
Texas
$524K -$20.3K -178 -4%
WWM
1037
Wolff Wiese Magana
California
$523K – – –
LWM
1038
Lyell Wealth Management
California
$520K +$217K +1,903 +71%
CA
1039
Continuum Advisory
Idaho
$517K -$77.6K -676 -13%
HWM
1040
Hemington Wealth Management
Virginia
$515K +$3.3K +29 +0.6%
BFG
1041
Berger Financial Group
Minnesota
$512K +$116K +1,017 +29%
AIM
1042
Axiom Investment Management
New York
$512K +$431K +3,793 +536%
BPB
1043
Badgley, Phelps & Bell
Washington
$506K +$3.07K +27 +0.6%
CFIA
1044
Cantor Fitzgerald Investment Advisors
New York
$501K – – –
IWMA
1045
Ironwood Wealth Management (Arizona)
Arizona
$501K – – –
RIG
1046
RiverFront Investment Group
Virginia
$499K -$1.37M -12,006 -73%
DSA
1047
Droms Strauss Advisors
Missouri
$498K -$17.6K -155 -3%
BIP
1048
Blueprint Investment Partners
North Carolina
$496K +$495K +4,346 +43,460%
CAS
1049
Cascadia Advisory Services
Oregon
$491K +$491K +4,311 New
BFA
1050
Bluestem Financial Advisors
Illinois
$490K – – –
40 41
42
43 44