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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 %
AUB
1051
Atlantic Union Bankshares
Virginia
$489K -$21.6K -190 -4%
GKWIM
1052
Gerber Kawasaki Wealth & Investment Management
California
$488K -$169K -1,488 -26%
FM
1053
Family Management
New York
$487K – – –
H
1054
HoyleCohen
California
$487K +$487K +4,280 New
MYIA
1055
Mount Yale Investment Advisors
Colorado
$486K -$117K -1,030 -19%
SC
1056
Solstein Capital
California
$486K – – –
NGA
1057
Naples Global Advisors
Florida
$486K +$5.13K +45 +1%
FSG
1058
Financial Strategies Group
Michigan
$485K +$124K +1,087 +34%
SAM
1059
SignalPoint Asset Management
Missouri
$484K +$484K +4,252 New
V
1060
Veritable
Delaware
$480K +$104K +914 +28%
SFG
1061
StrategIQ Financial Group
Indiana
$479K +$72.5K +637 +18%
CFS
1062
CRA Financial Services
New Jersey
$478K – – –
AFC
1063
AFT Forsyth & Company
Florida
$478K – – –
MMA
1064
Miracle Mile Advisors
California
$475K -$148K -1,303 -24%
IWS
1065
Insight Wealth Strategies
California
$475K -$101K -890 -18%
MOS
1066
MGO One Seven
Ohio
$475K -$50.6K -445 -10%
TF
1067
Trek Financial
Arizona
$472K -$168K -1,480 -26%
CRI
1068
Colonial River Investments
Virginia
$472K +$116K +1,021 +33%
PWMG
1069
Prestige Wealth Management Group
New Jersey
$471K -$117K -1,032 -20%
PNAA
1070
Pictet North America Advisors
Switzerland
$467K – – –
CIP
1071
Chartwell Investment Partners
Pennsylvania
$463K -$66.1K -581 -12%
HNW
1072
High Note Wealth
Minnesota
$457K – – –
MFW
1073
Mosaic Family Wealth
Missouri
$457K +$5.47K +48 +1%
SCA
1074
STALEY CAPITAL ADVISERS
Pennsylvania
$455K -$1.02M -9,000 -69%
NCM
1075
Noesis Capital Mangement
Florida
$454K +$228 +2 +0.1%
41 42
43
44 45