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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 %
CCM
1176
Crew Capital Management
Ohio
$320K +$320K +2,812 New
WAM
1177
Wolverine Asset Management
Illinois
$318K -$7.05M -62,108 -96%
ClearBridge Investments
1178
ClearBridge Investments
New York
$317K -$5.01K -44 -2%
AWA
1179
ARS Wealth Advisors
Florida
$315K -$162K -1,421 -34%
BFG
1180
Beacon Financial Group
Texas
$315K – – –
TI
1181
Truepoint Inc
Ohio
$315K +$114 +1 +0%
SCM
1182
Spreng Capital Management
Ohio
$315K +$2.96K +26 +0.9%
BAIA
1183
Bel Air Investment Advisors
California
$315K +$315K +2,765 New
BOS
1184
Bingham Osborn & Scarborough
California
$314K – – –
FWM
1185
Focused Wealth Management
New York
$313K -$51.6K -453 -14%
UBG
1186
United Bank (Georgia)
Georgia
$312K -$10.3K -90 -3%
WA
1187
Wealth Architects
California
$309K +$86.8K +763 +39%
RG
1188
Rathbones Group
United Kingdom
$308K – – –
SBIA
1189
Sheaff Brock Investment Advisors
Indiana
$307K – – –
HCP
1190
Hexagon Capital Partners
Arkansas
$307K – – –
CCMG
1191
Clark Capital Management Group
Pennsylvania
$306K -$10K -88 -3%
NPT
1192
Nixon Peabody Trust
Massachusetts
$305K – – –
DP
1193
Dearborn Partners
Illinois
$305K – – –
CWP
1194
Capital Wealth Planning
Florida
$304K +$304K +2,672 New
PBF
1195
Petix & Botte Financial
California
$303K – – –
FF
1196
Friedenthal Financial
New Jersey
$301K -$293K -2,579 -49%
BFA
1197
Beacon Financial Advisory
Ohio
$300K -$37.1K -326 -11%
HCA
1198
Harbour Capital Advisors
Virginia
$300K +$300K +2,636 New
SF
1199
Symphony Financial
Texas
$299K -$321K -2,804 -52%
AIM
1200
Alhambra Investment Management
Florida
$299K +$44.2K +388 +17%
46 47
48
49 50