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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 %
PWAG
1126
Polaris Wealth Advisory Group
California
$383K +$9.59K +84 +3%
BW
1127
Bison Wealth
Georgia
$383K +$37K +325 +11%
Calamos Advisors
1128
Calamos Advisors
Illinois
$381K -$120K -1,054 -24%
BPCE
1129
Bank Pictet & Cie (Europe)
Germany
$377K – – –
FNBOSM
1130
First National Bank of South Miami
Florida
$377K +$4.44K +39 +1%
WOSD
1131
WFA of San Diego
California
$374K +$374K +3,289 New
CPW
1132
Catalyst Private Wealth
California
$372K +$22.3K +196 +6%
CSIA
1133
Charles Schwab Investment Advisory
California
$372K +$372K +3,273 New
CCC
1134
Crescent Capital Consulting
Louisiana
$370K -$1.18M -10,321 -76%
PGFC
1135
Peapack-Gladstone Financial Corp
New Jersey
$370K – – –
MFT
1136
Moisand Fitzgerald Tamayo
Florida
$368K – – –
GCM
1137
Gibraltar Capital Management
Oklahoma
$366K -$438K -3,844 -55%
CFO
1138
CVA Family Office
Colorado
$365K +$228 +2 +0.1%
WGCA
1139
Wolf Group Capital Advisors
Virginia
$360K +$7.05K +62 +2%
AL
1140
ADE LLC
Maryland
$360K +$14.2K +125 +4%
EC
1141
Estate Counselors
Wisconsin
$359K -$26.9M -236,460 -99%
FPGK
1142
Financial Partners Group (Kansas)
Kansas
$359K +$125K +1,095 +53%
CA
1143
Claro Advisors
Massachusetts
$356K – – –
NAG
1144
Northstar Advisory Group
New Jersey
$355K -$47.9K -421 -12%
DCM
1145
Dimension Capital Management
Florida
$353K – – –
SMG
1146
Smart Money Group
Texas
$349K -$2.67M -23,515 -88%
GT
1147
Glenview Trust
Kentucky
$349K -$156K -1,372 -31%
WPA
1148
West Paces Advisors
Georgia
$349K -$22.8K -200 -6%
BWL
1149
Bogart Wealth LLC
Virginia
$348K +$16.8K +148 +5%
CA
1150
Clearstead Advisors
Ohio
$345K -$64.6K -567 -16%
44 45
46
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