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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.

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
1
JPMorgan Chase & Co
New York
$1.66B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.3B
3
Bank of America
3
Bank of America
North Carolina
$2.89B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.95B
5
BlackRock
5
BlackRock
New York
$3.86B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$47.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.5B
4
TC
4
Toews Corporation
New Jersey
$0
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$66.9M 587,896 -209,743 -26%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$66.8M 586,900 -1,213,100 -67%
COCM
103
Charter Oak Capital Management
New Hampshire
$66.8M 586,576 +75,818 +15%
AIP
104
Ameritas Investment Partners
Nebraska
$66.8M 586,474 +575,289 +5,143%
AF
105
Alerus Financial
North Dakota
$66.2M 581,637 +27,577 +5%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$64.2M 563,921 +35,257 +7%
BC
107
Bartlett & Co
Ohio
$64.2M 563,921 +35,257 +7%
PCIA
108
Prime Capital Investment Advisors
Kansas
$63.3M 556,237 -107,778 -16%
MML Investors Services
109
MML Investors Services
Massachusetts
$61.8M 543,017 -33,288 -6%
CCA
110
Conservest Capital Advisors
Pennsylvania
$61.5M 540,520 +8,647 +2%
FBFS
111
First Business Financial Services
Wisconsin
$58.6M 515,040 +38,793 +8%
ZB
112
Zions Bancorporation
Utah
$58M 509,763 -18,631 -4%
PFM
113
Phillips Financial Management
Indiana
$54.4M 478,197 +48,399 +11%
LI
114
LVZ Inc
Michigan
$54.3M 477,331 +49,529 +12%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$52.2M 458,761 +166,721 +57%
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$51.9M 455,694 -2,649 -0.6%
CAN
117
Cetera Advisor Networks
California
$51.8M 454,937 +16,733 +4%
AWM
118
Altavista Wealth Management
North Carolina
$51.6M 453,384 +23,242 +5%
MWP
119
Meridian Wealth Partners
Pennsylvania
$51M 447,612 +80,481 +22%
Franklin Resources
120
Franklin Resources
California
$50.6M 444,555 -1,011,282 -69%
SL
121
Summitry LLC
California
$49.8M 437,857 +38,694 +10%
Citigroup
122
Citigroup
New York
$49.5M 434,669 -22,363 -5%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$49.3M 432,032 +93,518 +28%
FEG
124
Fund Evaluation Group
Ohio
$49.2M 432,401 -46,047 -10%
CAL
125
Capital Analysts LLC
Pennsylvania
$48.9M 429,314 -11,803 -3%
3 4
5
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