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 %
DY
1226
Dowling & Yahnke
California
$271K – – –
IC
1227
Intersect Capital
California
$270K +$54.9K +483 +26%
MC
1228
Moors & Cabot
Massachusetts
$270K +$56.3K +496 +26%
4WM
1229
4J Wealth Management
Virginia
$268K -$41.2K -362 -13%
FMI
1230
F/M Investments
District of Columbia
$268K +$18.8K +165 +8%
SFSIG
1231
San Francisco Sentry Investment Group
California
$267K +$65.5K +575 +32%
KFGK
1232
Keystone Financial Group (Kentucky)
Kentucky
$266K -$4.13M -36,248 -94%
SFM
1233
Signet Financial Management
New Jersey
$265K -$220K -1,927 -45%
CFG
1234
Cooper Financial Group
California
$264K -$1.67M -14,660 -86%
CPA
1235
Clear Perspective Advisors
Illinois
$263K -$138K -1,210 -34%
CHJWM
1236
Carlton Hofferkamp & Jenks Wealth Management
Texas
$263K +$5.14K +45 +2%
BCM
1237
Brasada Capital Management
Texas
$262K +$262K +2,303 New
BWM
1238
Brickley Wealth Management
California
$261K +$3.41K +30 +1%
AL
1239
ACAS LLC
California
$261K +$261K +2,290 New
EWF
1240
Epstein & White Financial
California
$257K -$135K -1,191 -34%
MCM
1241
McKinley Capital Management
Alaska
$257K – – –
MA
1242
MONECO Advisors
Connecticut
$257K +$257K +2,254 New
TWM
1243
Titus Wealth Management
California
$256K – – –
TCA
1244
Transcend Capital Advisors
New Jersey
$256K +$2.4K +21 +0.9%
BAM
1245
Barrett Asset Management
New York
$256K +$128K +1,125 +100%
MI
1246
Moneywise Inc
Virginia
$255K +$228 +2 +0.1%
CA
1247
Capital Advantage
California
$254K +$569 +5 +0.2%
THWM
1248
Taylor Hoffman Wealth Management
Virginia
$253K +$2.16K +19 +0.9%
GL
1249
Graypoint LLC
New York
$245K -$88.5K -777 -27%
FIM
1250
Fernwood Investment Management
Massachusetts
$243K -$171K -1,498 -41%
48 49
50
51 52