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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 %
KIG
1076
Kowal Investment Group
Wisconsin
$454K +$189K +1,656 +71%
CHC
1077
City Holding Co
West Virginia
$449K -$57.8K -508 -11%
BAS
1078
Brown Advisory Securities
Maryland
$448K -$171K -1,500 -28%
T
1079
TrueFG
Texas
$448K -$12.1K -106 -3%
BWP
1080
BSW Wealth Partners
Colorado
$448K +$19.2K +169 +4%
SGCA
1081
Steel Grove Capital Advisors
Tennessee
$444K -$1.08M -9,448 -71%
QC
1082
QCM Cayman
Texas
$443K -$731K -6,418 -62%
MPCG
1083
Matrix Private Capital Group
New York
$443K -$71.8K -631 -14%
CC
1084
Courier Capital
New York
$443K – – –
NEPPG
1085
New England Professional Planning Group
Rhode Island
$443K +$137K +1,194 +45%
LWA
1086
LWS Wealth Advisors
New Jersey
$442K -$484K -4,252 -52%
SIAG
1087
Safeguard Investment Advisory Group
California
$438K -$23.3K -205 -5%
SRC
1088
Sage Rhino Capital
California
$438K – – –
FWIA
1089
Fort Washington Investment Advisors
Ohio
$438K +$135K +1,189 +45%
CFD
1090
Creative Financial Designs
Indiana
$437K +$102K +892 +30%
SMG
1091
Spectrum Management Group
Indiana
$436K -$325K -2,853 -43%
HR
1092
Howe & Rusling
New York
$435K -$4.1K -36 -0.9%
BRM
1093
Boston Research & Management
Massachusetts
$433K +$24.2K +213 +6%
BCPWM
1094
Bradley & Co Private Wealth Management
Florida
$432K +$432K +3,800 New
BHBT
1095
Burke & Herbert Bank & Trust
Virginia
$431K – – –
BA
1096
Bridge Advisory
California
$428K -$34.7K -305 -8%
AFS
1097
Annapolis Financial Services
Maryland
$428K -$30.8K -271 -7%
MCG
1098
McCollum Christoferson Group
New York
$427K – – –
AFM
1099
Andesa Financial Management
Pennsylvania
$424K +$7.75K +68 +2%
CFA
1100
Carroll Financial Associates
North Carolina
$421K -$62.4K -549 -13%
42 43
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