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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 %
RWP
1201
RWA Wealth Partners
Massachusetts
$298K -$916K -8,034 -75%
WI
1202
Wedgewood Investors
Pennsylvania
$298K – – –
WC
1203
Westwind Capital
New Mexico
$297K +$110K +972 +59%
WPC
1204
Waters Parkerson & Co
Louisiana
$295K – – –
TAM
1205
Tucker Asset Management
Colorado
$294K +$188K +1,651 +178%
PHS
1206
Pekin Hardy Strauss
Illinois
$292K -$177K -1,555 -38%
BOTW
1207
Bank of the West
California
$291K -$11.4K -100 -4%
LC
1208
LCNB Corp
Ohio
$288K -$145K -1,272 -33%
AFG
1209
Affinia Financial Group
Massachusetts
$288K -$24.9K -217 -8%
PP
1210
Palladium Partners
Virginia
$288K +$288K +2,528 New
CAM
1211
Concorde Asset Management
Michigan
$287K -$94.3K -829 -25%
WAM
1212
WNY Asset Management
New York
$287K -$53.9K -472 -16%
Principal Financial Group
1213
Principal Financial Group
Iowa
$287K +$93.7K +824 +48%
CPSC
1214
Carl P. Sherr & Co
Massachusetts
$285K – – –
HWA
1215
HCR Wealth Advisors
California
$284K +$13.1K +115 +5%
WWM
1216
WJ Wealth Management
Arizona
$283K -$202K -1,768 -42%
OWA
1217
Octavia Wealth Advisors
Ohio
$282K -$18.5K -162 -6%
SB
1218
Simmons Bank
Arkansas
$281K -$1.71K -15 -0.6%
CFA
1219
Cahill Financial Advisors
Minnesota
$280K -$524K -4,609 -65%
TA
1220
TFG Advisers
Michigan
$280K +$10.1K +89 +4%
LWANC
1221
Laurel Wealth Advisors (North Carolina)
North Carolina
$280K +$243K +2,137 +654%
IIC
1222
Ironwood Investment Counsel
Arizona
$279K -$60.9K -535 -18%
WAM
1223
Weatherly Asset Management
California
$275K – – –
ODCM
1224
Old Dominion Capital Management
Virginia
$275K +$10.7K +94 +4%
APW
1225
Acima Private Wealth
Virginia
$273K +$15.2K +134 +6%
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