iShares Core US Aggregate Bond ETF
AGG
1,447 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, 613 increasing their positions, 565 reducing their positions, and 110 closing their positions.
379% more call options, than puts
Call options by funds: $41.8M | Put options by funds: $8.73M
8% more repeat investments, than reductions
Existing positions increased: 613 | Existing positions reduced: 565
6% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 110
0.83% more ownership
Funds ownership: 77.87% → 78.7% (+0.83%)
0% more capital invested
Capital invested by funds: $65.4B → $65.5B (+$148M)
0% less funds holding
Funds holding: 1,453 → 1,447 (-6)
7% less funds holding in top 10
Funds holding in top 10: 295 → 275 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$754M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$659M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$565M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$333M |
| 5 |
BlackRock
New York
|
+$326M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$882M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$290M |
| 3 |
Morgan Stanley
New York
|
-$228M |
| 4 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$168M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$161M |
AGG Hedge Fund Activity: Q1 2021 in Review
1,447 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2021, worth a combined $65.5B — up 0.23% from $65.4B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new AGG positions and 110 closed out — a net gain of 7 holders — while 613 added to existing stakes and 565 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $754M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $882M sold.
- 1,447 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2021, down from 1,453 in Q4 2020.
- Funds reported $65.5B of iShares Core US Aggregate Bond ETF stock for Q1 2021, up 0.23% quarter-over-quarter.
- 117 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2021 and 110 closed out, a net change of +7 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $754M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $882M sold.
Based on aggregated 13F filings for Q1 2021.