AGG icon

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 %
CT
1151
Columbia Trust
Oregon
$345K -$53.5K -471 -13%
IFO
1152
Independent Family Office
New York
$345K – – –
NSIM
1153
North Star Investment Management
Illinois
$343K +$18.2K +160 +6%
BA
1154
Bristlecone Advisors
Washington
$342K -$772K -6,783 -69%
TF
1155
TimeScale Financial
Massachusetts
$342K -$160K -1,406 -32%
NB
1156
NBT Bank
New York
$342K – – –
HR
1157
Hayden Royal
North Carolina
$341K -$59.2K -520 -15%
TC
1158
Trust Company
Kansas
$341K – – –
NAM
1159
NTV Asset Management
West Virginia
$340K -$70.5K -619 -17%
TCM
1160
Telos Capital Management
California
$340K +$17.8K +156 +6%
CCA
1161
Checchi Capital Advisers
California
$339K -$3.87K -34 -1%
WW
1162
Westshore Wealth
California
$339K +$339K +2,980 New
JSAM
1163
J. Safra Asset Management
New York
$338K -$91.5K -804 -21%
WDC
1164
Woodward Diversified Capital
California
$336K -$16.4K -144 -5%
BFEC
1165
Benjamin F. Edwards & Company
Missouri
$335K -$2.46M -21,614 -88%
IIM
1166
InTrack Investment Management
Vermont
$331K – – –
HCM
1167
Hudson Capital Management
New Jersey
$331K +$331K +2,905 New
AWA
1168
Acorn Wealth Advisors
Michigan
$330K +$911 +8 +0.3%
PAI
1169
Pittenger & Anderson Inc
Nebraska
$330K +$192K +1,683 +139%
RG
1170
Retirement Group
California
$330K +$262K +2,301 +387%
FFG
1171
Fullen Financial Group
Ohio
$329K +$1.02K +9 +0.3%
FEM
1172
Fulcrum Equity Management
Texas
$328K -$2.73K -24 -0.8%
GGI
1173
Godsey & Gibb Inc
Virginia
$326K – – –
EWM
1174
Empirical Wealth Management
Washington
$323K -$89.4K -786 -22%
CWM
1175
Cordatus Wealth Management
Pennsylvania
$321K +$40.4K +355 +14%
45 46
47
48 49