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iShares Core US Aggregate Bond ETF

1,446 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, 612 increasing their positions, 565 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 612 | 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 (+$149M)

0% less funds holding

Funds holding: 1,4521,446 (-6)

7% less funds holding in top 10

Funds holding in top 10: 295275 (-20)

Holders
1,446
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.39%
Holding in Top 10
275
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-6.78%
% of All Funds
4.83%
New
117
Increased
612
Reduced
565
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$66.9M -$24.3M -209,743 -26%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$66.8M -$140M -1,213,100 -67%
COCM
103
Charter Oak Capital Management
New Hampshire
$66.8M +$8.78M +75,818 +15%
AIP
104
Ameritas Investment Partners
Nebraska
$66.8M +$66.6M +575,289 +5,143%
AF
105
Alerus Financial
North Dakota
$66.2M +$3.19M +27,577 +5%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$64.2M +$4.08M +35,257 +7%
BC
107
Bartlett & Co
Ohio
$64.2M +$4.08M +35,257 +7%
PCIA
108
Prime Capital Investment Advisors
Kansas
$63.3M -$12.5M -107,778 -16%
MML Investors Services
109
MML Investors Services
Massachusetts
$61.8M -$3.85M -33,288 -6%
CCA
110
Conservest Capital Advisors
Pennsylvania
$61.5M +$1M +8,647 +2%
FBFS
111
First Business Financial Services
Wisconsin
$58.6M +$4.49M +38,793 +8%
ZB
112
Zions Bancorporation
Utah
$58M -$2.16M -18,631 -4%
PFM
113
Phillips Financial Management
Indiana
$54.4M +$5.6M +48,399 +11%
LI
114
LVZ Inc
Michigan
$54.3M +$5.74M +49,529 +12%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$52.2M +$19.3M +166,721 +57%
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$51.9M -$307K -2,649 -0.6%
CAN
117
Cetera Advisor Networks
California
$51.8M +$1.94M +16,733 +4%
AWM
118
Altavista Wealth Management
North Carolina
$51.6M +$2.69M +23,242 +5%
MWP
119
Meridian Wealth Partners
Pennsylvania
$51M +$9.32M +80,481 +22%
Franklin Resources
120
Franklin Resources
California
$50.6M -$117M -1,011,282 -69%
SL
121
Summitry LLC
California
$49.8M +$4.48M +38,694 +10%
Citigroup
122
Citigroup
New York
$49.5M -$2.59M -22,363 -5%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$49.3M +$10.8M +93,518 +28%
FEG
124
Fund Evaluation Group
Ohio
$49.2M -$5.33M -46,047 -10%
CAL
125
Capital Analysts LLC
Pennsylvania
$48.9M -$1.37M -11,803 -3%

AGG Hedge Fund Activity: Q1 2021 in Review

1,446 of the 5,695 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 612 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.

  • 1,446 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2021, down from 1,452 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.